Sales Customer Service

W AY N E S I M M O N S

Toronto, ON ********.****@*****.***

647-***-**** ca.linkedin.com/in/simmonswayne

PROFILE

• An internal account manager with 10 years sales experience in the publishing and financial services

industry.

Core strengths include:

• Excellent verbal and written communication skills demonstrated through the ability to extract additional

revenue in a sales opportunity.

• Exceptional multi-tasking skills with a proven ability to work efficiently to meet tight deadlines.

• An adaptable and versatile individual who looks for opportunities to improve processes.

• Driven to provide added value in a client services role.

CAREER HISTORY

RDP Associates Inc.

2014

Is an innovation funding practice that has helped hundreds of companies, in diversified industries,

recover millions of dollars in R&D tax credits since 1987.

Inside Sales Consultant

• Cold calls to C level prospects responsible for corporate finances. Liaisoned with outside

technical tax consultants who assisted in the process of securing a signed funding

agreement.

Won the business of a computer animation company worth $33,000 in new revenue.

CCH CANADIAN 2012 – 2014

Is a division of a Wolters Kluwer, a leading provider of software and information services for tax,

accounting, and audit professionals.

Internal Account Manager

• Managed the internal accounts for tax lawyers and accountants. Handled their software, and, business

research needs. Product line included: CRA certified tax compliance software, Online tax research, busine

analysis software, seminars, webinars, and business publication material.

• Maintained a high volume of calls of over 50 call per day to ensure a robust pipeline.

• Generated $80,000 in sales revenue in my first year. Won sales competition for most webinars sold.

• Selected to present details on a top sale for the year at annual sales conference.

THE CANADIAN INSTITUTE 2010- 2012

Is a leading provider of conferences, summits, and executive briefings, for Canada’s top decision makers.

Delegate Sales Representative

• Business conference sales coordinator to C level clients. Focused on legal, business, energy,

Wayne Simmons

and health conferences.

• Generated approximately $280,000 in my first year.

CITCO GROUP LTD (Agency: Quantum, Temporary Assignment) 2010-2010

A financial services group comprised of international banks, trust and fund companies offering its clients a

broad range of corporate, fiduciary, financial, and mutual funds.

Corporate Actions Administrator

• Executed accounting entries on the custody and banking systems.

• Ensured that all Corporate Action events were presented to Shares Control team in a

clear and complete manner.

• Provided a pro-active contribution to ensure the targets and objectives of the team are

being achieved.

2009- 2010 – Temporary assignments in the financial services industry.

AGF MANAGEMENT LTD (Contract) 2007-2008

is a global, Canadian-based, investment management firm specializing in mutual funds.

Client Service Associate

• Handled RSP loan inquires. Educated investment advisers, and their clients, on AGF

registered loan plans.

• In liaison with AGF Funds, followed up with clients regarding payment options, collection

related issues and post-funding requirements.

• Ensured corporate quality and quantity processing standards.

MANULIFE FINANCIAL 2004-2006

Is a international, Canadian based, financial services company specializing in individual life

insurance, group life and health insurance, long-term care services, pension products, annuities,

mutual funds and banking products.

Customer Service Associate

• Handled inquiries and provided administrative support for life insurance products.

• Utilized various systems, educated owners and agents with regard to specifics on owners’

life insurance policies.

• Provided inbound and outbound, written and verbal communications.

EDUCATION &

PROFESSIONAL DEVELOPMENT

Business Administration, Diploma, Centennial College

Achieved Competent Toastmaster Award

Wayne Simmons

TECHNICAL SKILLS

Advanced knowledge of Sales Force/Call Pro

Advanced knowledge of Microsoft Word/Excel

Proficient in Microsoft Outlook

Basic knowledge of ISM

Contact this candidate