Customer Service Sales

JASON M. RUSSO

** ****** ****, ******, *******

519-***-**** *********@*****.***

TARGET: Business Development/ Account Executive

D

ynamic & energetic sales executive with 7+ years of experience spanning financial management, consulting, competitive sales, retail and customer service. Offers extensive knowledge in the field of financial management and planning through the pursuit of various certifications and licenses including IFIC, PFSA, FP1, LLQP and CSC. Greatly enjoy working with a variety of clients, building relationships and uncovering prospects and opportunities by determining the needs of both businesses and individuals. Honest, reliable and confident with great communication and negotiating skills required for widespread client and business acquisition. Articulate and persuasive, with bilingual strengths in English and Italian.

AREAS OF STRENGTHS:

Negotiating/ Consulting

Business Development

Couching/Mentoring

Analytical Skills

Client/ Business Acquisition

Credit/ Protection/ Investments

Critical/Creative Problem Solving

Time Management

Strategic planning

Proficient in Microsoft Office, including Word, Outlook, Excel & PowerPoint

PROFESSIONAL EXPERIENCE

Investors Group Financial Services Inc. Feb 2015 – June 2015

Financial Sales Consultant

Advise clients on financial products and services

Develop a customized plan and strategy for clients to build and manage their financial wealth and security.

Provide clients with ongoing personalized service

Network and pursue new clients and business opportunities

Responsible for delivering exceptional customer service in conjunction with achieving aggressive sales targets

Utilize a consultative selling process to present client-needs-oriented solutions

TD Canada Trust Aug 2008 – June 2013

FA: Senior Financial Sales Adviser

Responsible for delivering exceptional customer service and maintaining high levels of sales

Sales of mutual funds, mortgages, lines of credits and loans

Processed credit applications, account openings, credit protection sales etc. - ensuring compliance at every stage

Provided clients with responsible advice on accounts, savings and investments

Opening and closing duties as a key holder and senior staff member

Showcased leadership and managerial strengths by training and developing new employees

Monitored day to day branch activities and customer relations

MMS: Mobile Mortgage Specialist

Provided guidance and advised clients regarding mortgage options and real estate

Evaluated clients’ financial needs and made recommendations on correct/ appropriate mortgage products

Exclusive MMS on Thomasfield Homes LTD. builder sites (Guelph/ Breslau/ Acton)

Consistently achieved aggressive sales targets in this competitive and commissioned based position

JASON M. RUSSO

PROFESSIONAL EXPERIENCE CONTINUED

committed to driving sales and building a customer base while maintaining performance levels in accordance with Td Goals and objectives

FSR: Financial Service Representative:

Responsible for delivering exceptional customer service and maintaining high levels of sales

Responsible for providing reliable financial services, solutions and products to clients

Committed to driving sales and building a customer base while maintaining performance levels in accordance with Td Goals and objectives

Handled credit applications, account openings, credit protection sales, ensuring compliance with every step

Provided clients with responsible advice on accounts, savings and investments

CSR: Customer Service Representative:

Responsible for day- to-day level banking at the branch

Provided exceptional customer service to clients

Coordinated and carried out the administrative functions of the branch in a professional and confidential manner

Pet Paradise Apr 2003 - Mar 2005

Fish Room Manager and Merchandise Associate

Responsible for providing customer service and offer clients solutions and products to meet their needs

Committed to driving sales and building a customer base while maintaining performance levels in accordance with store goals and objectives

Maintained store duties such as participating in merchandising and promotional activities

Worked in partnership with store employees on marketing/ promotions to maximize store sales and in-store presence

Managed staff and ensured completion of allocated duties

EDUCATION AND CERTIFICATES

Accredited Accounting Certificate (John F. Ross)

IFIC – Investment Funds Institute of Canada (Complete)

PFSA – Personal Financial Service Advisor (Complete)

FP1 – Financial Planning 1 (Complete)

CSC – Canadian Securities (In progress)

LLQP – IFSE (In progress)

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