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Sales Representative Financial

Etobicoke, Ontario, Canada
November 26, 2018

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E-mail: Tel Mobile: 647-***-****


Team work: Participating actively as a member of a committee that draws up the organizational budget plan for each business year, I worked extensively on budget cash flow projections for each business division and other budget related tasks. Also worked as the internal lead for external auditing teams and assisted the internal auditor.

Effective communication & Interpersonal skills: Good oral and written communication skills through reporting. Daily interaction with staff, creditors, suppliers and bank officials enhanced my relationship-building skills.

Strong analytical and Problem-solving skills: Participating actively in drawing up the organizational yearly budget and projections has enhanced my logical reasoning. The ability to work alone with a little or no supervisor has enabled me build up a good problem-solving skills

Self-starting and drive for excellence: Being my own greatest critic, I derive my satisfaction only from totally committing to every task, in order to ensure achievement of the best possible desired outcomes, having applied the best of my abilities to the task.

Competent Use of Microsoft: On the job training on the use of Microsoft software has enhanced my computer knowledge on MS word, Ms Excel, Ms Internet explorer and Power point.

Nov.2012-Date: Financial Sales Representative

PFS Financial Services



Scheduling guests for business opportunity meetings

Scheduling kitchen table appointments.

Interviewing potential associates

Kitchen table presentation.

Gather financial data and prepare a financial needs analysis (FNA) for clients

Explain the financial needs analysis result to the client

Setup 2nd appointment and go over the (FNA) with client and close business.

Get client referrals from old client.

Follow up with old clients on the financial plans.

Be in constant communication with teammates.

Prospecting for potential associates

Jan. 2005- Sept. 2012: Treasury Management Officer

Neimeth International Pharmaceutical PLC Lagos, Nigeria. (formerly Pfizer Product PLC)


Managed accounts payable

Monthly reconciliation of bank statements.

Periodically analyze the charges on commercial papers

Ensured timely collection of all bank statements periodically

Ensured that all cash/cheque lodgments are coded to their respective accounting codes

Managed the depot cashiers

Prepared daily Cash movement

Interfaced with banks on financial matters

Monitored bank interest charges


2011: Bachelor of Science (Economics) Lagos State University, Lagos, Nigeria.

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