CST Savings Inc

- Teaching team financial industry compliance and product knowledge
- Mentored team on sales tactics and techniques 
- Trained team on Salesforce CRM systems 
- Recruited and trained high quality reps

Sales Manager

-Helping parents achieve their RESP goals through consultation
-Creating sales opportunities via (cold calling, Email, In-person, fieldwork, etc.)
-Converting opportunities to accounts, closing sales in person and virtual meetings
-Maintained comprehensive record of sales cycle in Salesforce CRM software
-Nurturing long term client relationships

Branch 868 - Top Rookie 2021

Sales Representative

Financial Services

Helping Canadian Families plan and prepare for their financial future
-Tax planning 
-Estate planning 
-Life Insurance 
-A&S
-Corporate Insurance 
-Registered Accounts

Financial Security Advisor

CST Savings Inc. Branch 868

-Organized Branch Compliance filings
-Business Development for the branch
-prepared weekly meeting records and meeting agendas
-agent filings and agent registration
-assisting with branch marketing efforts
-assisting sales representatives accomplish sales targets

Branch Administrator

Skymark Canada LLC 

Effectively engage potential customers via online marketplaces, social media and in-person events
Promote products and create short-term and long-term marketing strategies
Ability to use Mandarin to create more sales opportunities

Sales And Marketing Associate

The Home Depot

Maximized sales opportunities and took optimum steps to satisfy the customers’ needs 
Persuasively interacted with customers, using effective selling, and listening techniques
Built customer loyalty by constantly engaging/conversing.
Asked probing questions to assist in locating merchandise while promoting other products to drive sales.

Retail Sales Associate

Americana Waterpark Resort & Spa

Maintained a safe and fun work environment, by providing exceptional customer service and paying attention to detail. 

CPR Certified

Lifeguard

Tim Hortons

Cashier

Financial professional dedicated to helping family navigate Canadian investments. Creating tailored plans for families and business to ensure they reach their financials goals. 

Recruiting for positions in the financial field.

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