Open to opportunities

udichi luitel

@udichiluitel

Message

I help clients choose life, health, and travel insurance that fits their needs.

Canada

Message

What I'm looking for

I'm looking to help clients protect what matters most through personalized insurance advice, needs-based financial conversations, and exceptional service in a diverse, customer-focused environment.

At Prospr by Sun Life, I conducted 20+ daily outbound calls, assessed clients' financial needs, and recommended life, health, and travel insurance tailored to their situations.

I handled inbound inquiries on insurance and investment products, resolved issues on first contact, and connected clients with the right advisors to support satisfaction and retention.

I managed 100+ client profiles in Salesforce with 90% follow-up compliance, identified cross-sell opportunities, and supported financial package reviews using OnePlan.

Previously, at Byward Nut House, I led daily operations for a high-traffic store serving 200+ customers a day, exceeding sales targets through proactive service, relationship-building, and efficient workflow management.

Experience

Work history, roles, and key accomplishments

Insurance Advisor

Prospr by Sun Life

Sep 2023 - Mar 2024 (6 months)

Conducted holistic financial needs assessments and recommended life, health, and travel insurance products. Managed client profiles in Salesforce and supported advisors with financial package reviews.

Insurance Advisory life insurance Health Insurance Travel Insurance Cross Selling Risk Assessment Salesforce Regulatory Compliance Inbound Sales Outbound Sales Financial Planning Support OnePlan

Sales Associate

Byward Nut House

Aug 2020 - Jul 2023 (2 years 11 months)

Led daily operations of a high-traffic retail store, exceeding sales targets through proactive customer engagement. Managed team scheduling, inventory, and daily workflow to optimize operations.

Customer Engagement Active Listening Follow up Scheduling Inventory Management Operational Excellence