Rashon Crichlow
Six Roads,St. Philip
Summary
Client-focused professional with experience in financial services support, customer service, and retail operations. Skilled in educating persons on financial protection and planning concepts, translating complex information into clear, practical guidance. Known for strong relationship-building, attention to detail, and maintaining high professional and compliance standards while working both independently and within team environments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Sagicor Advisor
Sagicor Financial Company Ltd.
2024.11 - Current
- Educate clients on financial protection and planning concepts, simplifying complex information to support informed decision-making.
- Conduct detailed client needs assessments and recommend solutions aligned with individual goals and risk tolerance.
- Build and maintain long-term client relationships through consistent communication, follow-up, and professional support.
- Maintain accurate client records and documentation while meeting compliance and quality standards.
- Support clients throughout the advisory process from onboarding to ongoing service and review.
Retail Assistant
EZ Shop Convenience
2023.05 - 2024.07
- Delivered daily customer service support, assisting customers with purchases, inquiries, and issue resolution.
- Processed cash, card, and electronic payments using POS systems and SurePay for bill and loan transactions.
- Operated lottery machines ensuring accurate and timely processing of transactions.
- Managed inventory through stock monitoring, shelf replenishment, and store organization.
- Communicated promotions, policies, and product information clearly to customers.
- Maintained a clean, organized, and customer-friendly retail environment.
- Supported team members during peak periods to ensure smooth daily operations.
Warehouse Assistant
EZ Shop Convenience
2023.05 - 2023.08
- Assisted with inventory organization, stock replenishment, and order fulfillment.
- Supported shipping and receiving operations while maintaining accurate records.
- Ensured warehouse cleanliness, safety compliance, and quality control standards.
- Worked collaboratively with team members to meet operational deadlines.
Education
Bachelor of Science (BSc.) - Management (Marketing) (Hons.)
The University of the West Indies
Cave Hill2025-02
Associate Degree - Marketing and Sociology
Barbados Community College
2021-07
Caribbean Secondary Education Certificate (CSEC) - undefined
St. Michael School
2019-07
Skills
- Customer & Client Relationship Management (CRM)
- Financial Needs Analysis & Client Education
- Communication & Interpersonal Skills
- Financial Services & Client Support
- Time Management & Organization
- Attention to Detail & Record Management
Certification
- FA 200 — Techniques for Prospecting: Prospect or Perish, Caribbean Association of Insurance and Financial Advisors (CARAIFA), Issued December 2025
- LOMA 281 — Meeting Customer Needs with Insurance and Annuities, LOMA, Issued August 2025
Timeline
Sagicor Advisor
Sagicor Financial Company Ltd.
2024.11 - Current
Retail Assistant
EZ Shop Convenience
2023.05 - 2024.07
Warehouse Assistant
EZ Shop Convenience
2023.05 - 2023.08
Associate Degree - Marketing and Sociology
Barbados Community College
Caribbean Secondary Education Certificate (CSEC) - undefined
St. Michael School
Bachelor of Science (BSc.) - Management (Marketing) (Hons.)
The University of the West Indies