Sales Customer Service
Resume:
Dianna Wilson
Toronto, Ontario M1J 3N4
**************@*****.*** Mobile: 416-***-****
EXECUTIVE ASSISTANT
Top-notch assistant with eight years of experience coordinating office management and special projects for the Divisional Director with a high degree of efficiency. Serve point person in division for sales teams and clients to ensure proper lines of communication. Maintain excellent communication skills, high degree of self-motivation and comfort with ambiguity in problem solving, and a high level of confidentiality. Equally effective at providing sales management and advanced document support with advanced knowledge of Internet marketing. Familiar with Robert’s Rules of Order.
Areas of Expertise
Outstanding communicator (presentation, verbal and writing skills – copywriting, blogs, content strategy, PowerPoint, SharePoint, Webinars [Gotomeeting]), effectively building relationships with professionals and clients of diverse backgrounds and personalities; act as friendly and knowledgeable first point of contact and customer service (CRM)(familiar with Sales Force).
Social Media Marketing for business, including Facebook, Yelp, Twitter, Pinterest, etc.
Ability to research information and solutions using the web: Google, Facebook, and other information sources.
Email campaigns from conception inception to execution using email marketing services and tools (MailChimp, AWeber, GetResponse).
Strong understanding of search engine friendly web design and ability to make critical design and technical recommendations (HTML, PHP and WordPress).
Inside sales functions including:
- researching and identifying potential Investors Group customers
- using phone, emails, etc. To engage their attention
- successfully bringing on board as customers
Flexibility, organizational and project management skills commensurate with prioritizing, managing and completing multiple projects concurrently.
Highly developed computer office skills (MS Office Suite, MS Word, Excel (Pivot Tables), and PowerPoint, Adobe Creative Suite, OS, Mac) with the aptitude to learning new systems.
Solid knowledge of Wealth Management products (mutual funds, segregated funds, GICs and annuities) and an understanding of local financial markets.
Attention to detail; Sense of urgency; Sense of humour!
Professional Experience
Investors Group – Toronto, Ontario
Executive Assistant to Divisional Director, March 2007 to July 2015
Delivered top-quality support in administrative and sales support.
Provide administrative support to the Divisional Director with a demonstrated ability to improvise, improve procedures, and meet demanding deadlines.
Develop presentations for meetings and special events.
Organize the details of special events, travel arrangements, corporate agendas and itineraries.
Direct business relations and distribution of company literature (online and print) to stimulate client interest and sales leads.
Process monthly expense reports reflecting supporting documents and budget code indexes.
Calendar management.
CRM management.
Travel arrangements
Key Contribution:
Held additional responsibility for performing marketing research for Division Director, providing guidance for continual market expansion.
Internet Marketing Consultant – FREELANCE (Part Time) – Scarborough, Ontario
Internet and Media Affiliate Marketing and Sales, 2001 to present
I offer my prospects six steps to marketing success which consists of:
1. That they have the decision to learn online marketing.
2. Help to learn what their target market is.
3. How to create win-win offers that give people what they are looking for.
4. How to build a list through a lead capture page.
5. How to generate traffic via Facebook, email solo ads or automated traffic sources.
6. Close sales and following up.
BMO Nesbitt Burns – Toronto, Ontario
Marketing Analyst, July 1995 to May 2000
Played key role in comprehensive promotions planning for Managed Futures for Canada’s oldest bank with 76 branches nationwide.
Developed and executed promotional initiatives to ensure market growth amongst financial advisors and clients. Established standard on-line and e-business strategies as well as monitored alignment of marketing initiatives with company vision.
Key Contribution:
Formally recognized as Catalyst Club Honorary Member for excellence in supporting successful achievement of financial goals.
Education
Bachelor of Science, Business Marketing University of Phoenix, 2005
Professional Development
Mutual Funds Licensed (IFIC)
Sales Courses (Sandler Sales Institute; Million-Dollar Producer Boot Camp)
Groups and Associations
Rotary Club of Scarborough (2009)
The Scarborough Golf and Country Club – Curling Member
CIMA (Canadian Internet Marketing Association)
DSWA (Direct Selling Women’s Alliance)
Advocis
References available upon request
Contact this candidate