Sales Customer Service

Mark H Cairns B.A.

*** ******** *** ****, *** ***1, Toronto ON M4P 1M7

416-***-**** ***********@*****.**

Education/Certifications:

Post-Graduate Diploma: Marketing Management 1999-2000

Humber College Business School

B.A. Political Science 1995-1999

The University of Western Ontario

Canadian Securities Course 2000

Conduct and Practices Handbook 2001

Derivatives Fundamentals Course 2003

Options Licensing Course 2003

Professional Experience:

VFM Leonardo, Toronto ON August 2010-Present

Inside Sales Consultant

Contact decision-makers at hotels across the world. Conduct web presentations for prospective clients to show how our online merchandising system can help their hotel succeed in the competitive online travel market.Assess the prospect’s marketing needs and provide package quotes.Overcome objections and close the sale.Track sales cycles and manage pipeline through Salesforce.comWork towards achieving monthly targets and quotas

Marcus Evans Group, Toronto ON Dec 2009-July 2010

Corporate Sales Executive, Investment Summits

Conduct a minimum of 120 cold calls per dayContact C-level executives (ie. CEO, CFO, President, and Managing Partners) at service providers within the global investment industry (ie. Asset managers, hedge funds, private equity, and venture capital.)Sell packages to attend 3 day invitation-only executive summits between institutional investors (ie. Pension funds, foundations, and endowments) and service providers.Conduct market research through phone calls and the internet.Manage current clients and maintain database of prospects/sales pipeline.

Investors Group Financial Services, Toronto ON Jan 2007-Dec 2009

Financial Consultant

Pro-actively build a book of clients through various selling and marketing techniques (i.e. Cold-calling, warm-calling, direct mailing, seminars, and trade shows).Help clients to build their financial wealth and security.Develop a personalized financial plan for clients.Help clients select products suited for their objectives and needs (i.e. Investment planning, insurance needs, tax and estate planning.).Provide on-going professional service.

TD Waterhouse Private Client Services, Toronto ON May 2005-May 2006

Client Relations Officer (1 year contract, maternity leave replacement)

Serve as a liaison between TD Waterhouse Investment Advice branches across Canada and the Toronto Head Office.Work with investment advisors to improve overall service and salesServe as a resource for product information.Provide up to date portfolio performance figures.Respond to client inquiries/complaints and provide service solutions.Ensure compliance rules and regulations are followed.Perform account administration duties requested by investment advisors.

TD Waterhouse Discount Brokerage, Toronto ON Nov 2000-May 2005

Investment Representative w/options

Enter client trading instructions for equities, derivatives, mutual funds and fixed income products.Provide clients with information relating to account inquiries, stock quotes, and financial news.Proactively identify and resolve client service issuesIdentify and pursue opportunities to grow the business (i.e. Asset gathering).Participate in TD Waterhouse sales and marketing promotions.Ensure clients are in compliance with industry rules and regulations

Skills/Other experience:

Advanced proficiency with Salesforce CRM softwareExcellent customer service and communication skills.Proven ability to work in a fast-paced, team-oriented environment.Sophisticated understanding of the financial markets.Proficient with all Microsoft Office applications.

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