Sales Customer Service

PETER TALLIS

** ** ***** **, *** • Toronto, Ontario • M3J 0G5 • 416-***-****

acr9by@r.postjobfree.com

Dear Human Resource Manager,

As an Experienced Sales Professional with proven skills and strong sales accomplishments, I am confident that my qualifications and experience will be of interest to you.

The enclosed resume summarizes my experience in both business and one-on-one customer environments. In each of my roles, I have been instrumental in resurrecting client relationships that would have otherwise migrated to the competition. Most importantly is my strength in consultative sales. I know how to build relationships and devise recommendations that are true solutions for individual customer needs. These selling skills are complemented by equally strong abilities in the crucial sales planning and organization phase. I would like to bring my proven sales acumen and experience to your organization.

Thank you for your consideration. I look forward to hearing from you. Yours very truly,

Peter Tallis

Enclosure - Resume (2 pages)

PETER TALLIS

55 De Boers Dr, PH1 • Toronto, Ontario • M3J 0G5 • 416-***-**** acr9by@r.postjobfree.com

PROFESSIONAL PROFILE

Highly persistent Sales & Business Development professional offering a history of developing new business, growing pipeline and realizing consistent success in intensely competitive markets. Personally formed a vast network of influential contacts within the B2B sector. A true partner to sales colleagues and industry professionals who brainstorms tactics in delivering quota- surpassing performance amongst new and established clients. Key Performance Strengths

• Value-Added Sales • Up-Selling, Cross-Selling

• Client Relationship-Building • Loyalty, & Retention

• New Business Development & Expansion

Strategies

• Sales Training

• RFP & RFQ Liaison • Documenting, Record-Keeping, & Reporting

• Diplomatic Complaint Resolution • Price Negotiations

• Post-Sales Customer Support • Sales Force CRM

SAMPLE ACHIEVEMENTS

• Typically exceeded quotas 112% - despite fierce competition from dozens of other industry professionals (Desjardins)

• Retained 89% of account base - better than the Company's average of 79% (Desjardins)

• Together with a co-worker, authored a 1-page "cheat sheet" products/services benefits summary that made it extremely easy and productive to touch upon key points with clients

(Desjardins/Empire)

• In virtually every instance, played a pivotal role in salvaging hundreds of client relationships

(and discouraging them from seeking out the competition) by taking the time to break down complex theories into layman's terms and convincing them of the inherent value that policy represented (all)

• Within mere months of hire, picked by Area Director to train and coach new/junior employees by capitalizing on quick learning curve in learning Company's vast product lines (as both Universal Customer Service Representative and New Business Case Coordinator/Underwriter)

PROFESSIONAL EXPERIENCE

Empire Life, Toronto, ON 2014

Account Executive

(Business Unit restructuring, position eliminated)

• Maintained and improved profitable growth of business through the development of new business

• Established long-term relationships with distribution partners by initiating new business

• Coordinated Request for Proposal process by securing internal resources i.e. VP, underwriters and actuarial team to meet and exceed the needs of the customer

• Applied strategic account management principles to achieve sales objectives and worked collaboratively with internal stakeholders to ensure that acquisition and retention goals were met

• Accountable for $2M in new business annually

PETER TALLIS PAGE 2

Mainway Hunter and Creighton Insurance Inc., Hamilton, ON 2013 – 2014 Account Executive

• Selling and servicing Group Benefit business among small and large markets by developing strong partnerships with clients

• Acquired new business with clients

• Educated clients on varies Group Benefit products by understanding the clients’ needs

• Negotiated product pricing directly with clients within defined parameters

• Developed and maintained close relationships with clients and underwriters, acting as their primary contact and liaison

Encon Group Inc., Toronto, ON 2011 – 2012

Account Executive

• Sales, marketing and servicing; Group Benefit product lines

• Conducted daily proactive sales, service and renewal meetings with clients

• Developed new business and maintained the retention of renewing existing business

• Negotiated product pricing with clients within defined parameters Desjardins Financial Security, Toronto, ON 2008 – 2011 Account Executive

• Sales, marketing and servicing; Small to Large Group Benefit product lines

• Conducted daily proactive sales, service and renewal meetings with clients

• Developed new business and maintained the retention of renewing existing business

• Accountable for $1.5M in new business annually: achieved $1.1M within the first quarter. Great-West Life and Canada Life Assurance Company, Toronto, ON 2002 – 2008 2007 - 2008: Senior Financial Analyst

2004 - 2007: New Business Life Underwriter

2003 - 2004: Pensions and Investments Underwriter

2002 - 2003: Universal Customer Service Representative Joined this organization when it was initially known as Canada Life Assurance Company, and in 2004, Great-West Life acquired this firm. Took the initiative to gain steadily advancing and diverse insurance-relevant experience to make contact with individual account key decision- makers and recommend solutions for both current and long-term success. EDUCATION

• Diploma in Architectural Design & Technology, Humber College Toronto, ON 1997 PROFESSIONAL DEVELOPMENT

• LLQP (Life Licence Qualification Program)

• Sales Training: Target Account Selling, Value Selling and Consultative Selling

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