Toronto, Ontario, Canada
• Provide an exceptional experience for new and existing clients by identifying their needs through the utilization of various financial tools and products • Ongoing assessment of product fit and competitive analysis/benchmarking • Work directly with clients to discuss pricing, fees and recommend various financial products to fit the clients’ needs • Responsible for driving retention of existing retirement plans by reinforcing the company’s value proposition
• Worked as part of a sales team to build and maintain new business relationships throughout the entire post-sale, new business process by setting expectations and effectively responding to questions, issues and problems, following up on outstanding items, discrepancies and significant issues while maintaining multiple communication tools • Worked with several parties to assist plan participants in securing loans, hardship loans and other types of financial assistance/support • Worked with financial advisors to support retention of at-risk clients • Approved distribution of loan documents and wire funds/issued cheques to approved clients • Recognized and devoted special attention to high profile cases and to large transfer of assets which required negotiating with external parties in order to minimize financial exposure • Processed large financial transactions which also include non-standard and/or specially priced arrangements, carrying considerable financial responsibility and risk • Identified opportunities for process improvements, identified trends and patterns of new case
• Built and maintained solid relationships with a dedicated block of customers of approximately 200 small business owners and trustees • Worked with clients, financial advisors and third-party administrators to prepare loan documents and issue funds to approved applicants • Provided new and ongoing client orientation and education by setting expectations, discussing work relationship, sharing product knowledge with clients, advising of new product features, and ensuring understanding of the proper procedures to follow • Resolved or negotiated "win-win" solutions to client issues directly or by consulting with appropriate resources • Documented and tracked significant client discussions or complaints; maintained client contact records and followed-up as appropriate
• Consistently exceeded weekly and monthly sales activity goals. • Established and maintained a high level of customer satisfaction in all sales transactions. • Closed prospective customers sales using working knowledge of the Financial Services Industry