Sales Management
Resume:
Ryan Spaulding
Toronto, Ontario M5P 2H9
*******@*******.***
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Professional Background
10/2010 – Present TD Asset Management (Inside Sales – Atlantic/Montreal)
Responsibilities:
- Supported the Wholesaler by promptly following up on meetings, road shows, events and
web casts
- Initiated phone contact with clients to begin or expand on existing relationships (Minimum
18 contacts a day)
- Ensured regional events and road shows were well attended by using outbound call
campaigns
- Assisted wholesaler in the segmentation of the client base to define the service levels and to
ensure sales from various distribution channels and firms were met (250-400)
- Assisted wholesaler in developing a strategic business plan for the year and reviewed it
quarterly with the team to increase sales from advisors in our territory
- Data Mined using the Diagnostic Selling Process & Populated the CRM system (Seibel)
with all the information retrieved during phone calls and surveys
- Participated in national, regional, departmental, and project group meetings sharing
feedback and information
Made daily Purchase and Redemption calls to clients in order to identify trends, prospects and first
time tickets
10/2009 – 10/2010 Dynamic Mutual Funds (Inside Sales – Atlantic Canada)
1200 McGill College, Suite 2300, Montreal, Quebec
Responsibilities:
- Supported the Wholesaler by promptly following up on meetings, road shows, events and
web casts
- Initiated phone contact with clients to begin or expand on existing relationships (Minimum
20 contacts a day)
- Ensured regional events and road shows were well attended by using outbound call
campaigns
- Assisted wholesaler in the segmentation of the client base to define the service levels and to
ensure sales from various distribution channels and firms were met (250-400)
- Assisted wholesaler in developing a strategic business plan for the year and reviewed it
quarterly with the team to increase sales from advisors in our territory
- Data Mined using the Diagnostic Selling Process & Populated the CRM system (Seibel)
with all the information retrieved during phone calls and surveys
- Participated in national, regional, departmental, and project group meetings sharing
feedback and information
- Made daily Purchase and Redemption calls to clients in order to identify trends, prospects
and first time tickets
Sales Results:
- Year over Year growth in net sales/assets in the Atlantic region
- Cultivated new prospects/branches in rural areas who were not familiar with Dynamic as a
firm
- Consistently maintained between 20 – 25 business related calls per day
- Coordinated branch presentations, conference calls and webinars for the region
09/2008 – 10/2009 Dynamic Mutual Funds (Business Development Specialist)
1200 McGill College, Suite 2300, Montreal, Quebec
Responsibilities:
- Initiated phone contact with clients to begin or expand on existing relationships (80
Dials – 40 contacts/day)
- Identified opportunities to position and up sell Dynamic Funds (Tier “D” advisors)
- Acted as a liaison between customer relations and the sales team
- Established confidence with prompt follow up’s + educate, service and exceed advisor
expectations
- Increased the quality and quantity of information given and built credibility
Sales Results:
- Consistently exceeded and maintained 400+ calls/weekly
- Served as an integral part of Dynamic Fund’s and added to its assets under management
- Built/maintained relationships to add to Dynamic’s loyal customer base
- $90 million in direct sales (team of two)
10/2007-10/2008 Dundee Wealth Management (Mutual Fund Representative)
1111 Dr. Frederik-Philips, suite 500, St-Laurent, Quebec
Responsibilities:
- Indentified client objectives, risk tolerance and investment needs
- Prospecting/retaining and growing client base
- Monitoring financial market trends to ensure that plans are effective, and made necessary
adjustments based on investment policy statement.
Sales Results:
- 250 cold calls/daily + Marketing campaigns on weekly basis
- $4 million in new assets generated in under one year
- 15 households under management
- Achieved client + personal goals
06/2007- 10/2008 Dundee Wealth Management (Marketing Assistant)
1111 Dr. Frederik-Philips, suite 500, St-Laurent, Quebec
Responsibilities:
- Portfolio Research and Marketing Assistant
- Scheduling client meetings and organizing advisor’s calendar
- Preparing follow up material, organizing client files, coordinating with head office
(transfers, new clients applications, account inquiries)
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Languages
English: High proficiency in both written and verbal
French: Conversant in French, above average.
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Education
1999-2004 Alexander Galt Regional High School (DES)
2004-2004 Université of Québec a Chicoutimi (École de Langue Française)
2007-2008 Canadian Funds Course
2009 Canadian Securities Course
2010 - CIM Designation course – currently enrolled
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Key Achievements
Honor Role
Midget AAA Cantonniers de Magog Hockey
(LHJMQ) CHL Chicoutimi Saguenéens
(LHJAAAQ) Champlain Cougars Hockey
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Aptitudes and Qualities
-Punctual, trustworthy, diplomatic, cooperative, determined, organized, responsible.
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