Summary
Overview
Work History
Education
Skills
Personal Traits
Personal Information
Languages
Languages
Affiliations
Certification
References
Timeline
Generic

Gagan Sehgal

Henderson,Newzealand

Summary

I am an experienced Commercial Insurance Broker seeking the opportunity to put training and experience to work for a growing organization. I have 12+ years of experience in diverse sales and management environments including Insurance and Investments, Banking and Sales. I am an accomplished Salesperson with a superior work ethic and creative revenue-generation ideas. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Broker-Commercial

Gallagher Insurance NZ
10.2022 - Current
  • As a Commercial Broker, I service a commercial portfolio undertaking risk consulting and leading growth and renewals for Smart Business clients
  • My role is focused on delivering expert insurance advice and products to our clients to ensure that they are appropriately covered to financially survive any insurable event.

Financial Advisor-Life & Health Insurance

Network Financial Services
05.2021 - 08.2022
  • As a Financial Advisor, I helped my clients to achieve their short-, medium-, and long-term financial goals, and prepare suitable financial plans
  • I was accredited with different Insurers like AIA, Partners Life, Accuro and Asteron for Personal Risk Insurance Products
  • I was also accredited with NZ Funds and Generate for Kiwi Saver funds.

Financial Advisor-Life & Health Insurance

Futurisk Waikato
02.2021 - 05.2021
  • Based in Manawatu & Waikato, Futurisk Insurance is an insurance brokerage company dedicated to providing 'personalized service for a personalized solution'
  • Financial advisers will work with clients one-on-one to find the insurance solution they need.

Sales (B2B, B2C)-Computers

Harvey Norman
04.2016 - 02.2021
  • To achieve sales and gross profit targets set by the proprietor
  • To provide top salesperson services all the time, ensuring all customers have a positive, professional, and satisfying experience.

Technical Sales Consultant-Assistant Store Manager

Noel Leeming
12.2010 - 03.2016
  • To provide excellent customer service to both internal and external customers
  • To achieve sales and profit targets
  • To take responsibility for, and pro-actively resolve, customer issues and complaints.

Insurance Sales & Trainer

MetLife Insurance, India
11.2008 - 11.2009
  • Introducing and launching new Insurance and Mutual Funds products
  • Setting up new policies, arranging finance agreements and collecting premiums within the required timeframes to meet our client commitments.

Current Accounts Manager

HDFC Bank Ltd, India
10.2007 - 10.2008
  • Plan and carry out sales activities to achieve numbers and value targets of current accounts for the allocated branches through Contract Sales Executives' (CSE) and self-sourcing, in accordance with agreed business plans.

Education

Level 5, Financial Service studies - Core strand V2 & Life, Disability and Health Insurance Strand V2

Strategi Institute
01.2022

Graduate Diploma in Information Technology, Level 5 -

ICA Auckland
01.2016

Graduate Diploma in Business Studies, Level 7 -

North Tec Polytechnic
01.2011

Bachelor of Arts - Economics

KUK University
01.2002

Skills

  • Problem-Solving
  • Customer Service Mindset
  • Communication
  • Drive for Results
  • Resilience and Change
  • Proficient Salesperson
  • Revenue generation ideas
  • Business Development
  • Negotiation and Closing
  • Team Player
  • Technical Knowledge
  • Key relationship management
  • Networker and negotiator
  • Discerning eye for detail
  • Information Handling
  • Data Recording
  • Data Analysis
  • Good knowledge of Microsoft Office 365
  • Market trend expertise
  • Financial Analysis
  • Relationship Management
  • Trustworthiness
  • Buyer vetting skills
  • Documentation abilities
  • Risk Mitigation
  • Compliance requirements
  • Business Growth
  • Financial Planning
  • Communication proficiency
  • Portfolio Management
  • Customer Service
  • Market Trends Analysis
  • Contract Negotiation
  • Prospecting and Networking
  • Regulatory Compliance
  • Account Management
  • Interpersonal Skills
  • Written Communication
  • Time Management
  • Microsoft Office
  • Coaching and Mentoring

Personal Traits

  • A strong work ethic
  • Adaptability
  • Proactive
  • Ability and desire to collaborate and work well in a team environment.
  • Communicate clearly and consistently.
  • Excellent interpersonal and relationship management skills
  • The ability and desire to collaborate and work well in a team environment.
  • Ability to provide excellent customer service by always acting in a professional manner.
  • Thorough understanding of marketing and negotiating techniques.
  • Excellent organizational and communication skills - both verbal and written.
  • Prioritizing demands, meeting deadlines, and delivering desired results by taking ownership.
  • Ability to influence and develop relationships internally and externally.

Personal Information

Citizenship: Newzealand

Languages

  • English
  • Hindi
  • Punjabi

Languages

English
Professional
Hindi
Professional
Punjabi
Professional

Affiliations

  • Swimming & Diving
  • Gymming

Certification

  • New Zealand Certificate in Financial Services (Level 5) Life, Disability, Health Insurance and General Insurance

References

References available upon request.

Timeline

Broker-Commercial

Gallagher Insurance NZ
10.2022 - Current

Financial Advisor-Life & Health Insurance

Network Financial Services
05.2021 - 08.2022

Financial Advisor-Life & Health Insurance

Futurisk Waikato
02.2021 - 05.2021

Sales (B2B, B2C)-Computers

Harvey Norman
04.2016 - 02.2021

Technical Sales Consultant-Assistant Store Manager

Noel Leeming
12.2010 - 03.2016

Insurance Sales & Trainer

MetLife Insurance, India
11.2008 - 11.2009

Current Accounts Manager

HDFC Bank Ltd, India
10.2007 - 10.2008

Level 5, Financial Service studies - Core strand V2 & Life, Disability and Health Insurance Strand V2

Strategi Institute

Graduate Diploma in Information Technology, Level 5 -

ICA Auckland

Graduate Diploma in Business Studies, Level 7 -

North Tec Polytechnic

Bachelor of Arts - Economics

KUK University
Gagan Sehgal