Sales Professional

Geoff Gaitana

Mississauga, Ontario 416-***-****

L5B 3A7 ************@***.***

Sales Professional * Territory Sales Account Management *

New Business Development

Extremely motivated Sales Professional with demonstrated strengths in sales, marketing, recruitment, retention, training & development, direct and public communication and client relationships. Very dynamic and determined to succeed while seeking to leverage a career of sales excellence with emphasis on “solution selling”. An effective and convincing communicator successfully able to establish and maintain favourable rapport with management, clients and staff. Excellent technical computer proficiency, entrepreneurially driven and a creative problem-solver with a “can do” attitude possessing an ability to “think outside the box”

Core Competencies – Sales & Marketing

New Business Development • Account Management

Competitive, Business, & Sales Forecasting Analysis • Business Development

Excellent Communicator • Domestic & International Business Development

Core Competencies – Management & Leadership

Team-Building & Organizational Leadership • Customer Relationship Management

Contract Negotiations

Education * entrepreneurial * professional development

IBAO – CAIB PROGRAM

Canadian Accredited Insurance Broker 1

IBAO - RIBO

Registered Insurance Brokers of Ontario – Licensed #R36442

Real Estate and Mortgage Institute of Canada

REMIC Mortgage Agent Course

FSCO License # M11000576

Canadian Securities Institute, Toronto

Canadian Securities Course

George Brown College, Toronto

Bachelor of Commerce – Financial Services

Alpha Club International – Direct Sales Marketing

Direct Sales and Marketing Manager - February 1999 - November 2001

Promoted to Sales Manager from Sales Agent within the first 2 months

Generated over $1,000,000 in revenue over an 18-month period

Conducted sales presentations to audiences of up to 500 people

Operated an average weekly closing ratio of 30% +

Served as one of the company’s youngest executive managers of a multinational corporation

Built and managed a team of over 200 sales agents

Career HighlightS

Registered Insurance Broker, Ontario October 2012 – 2016

Independent sales Producer – Personal and Commercial Lines, Consulting, Financial Services

Generated own leads through networking, cold calling face to face, advertising and leveraging prior business relationships. Actively involved in all underwriting steps and directly communicated with market underwriting from initial prospecting to hand delivering the policy. Established a niche within Filipino ethnic community leveraging my ability to speak the language and built relationships. Previous Brokerages - (Prime Service Insurance, Insurance Insight Inc., All-Risks Insurance)

Prior to a change in business direction, managed to generate a book from February 2013 to March 2014 with Insurance Insight Inc. of approximately $80k with limited markets (Aviva, Unica & Jevco). Potential pool of business based on captured and accumulated prospect renewal information of approximately 500K. (references and sales results available upon request)

Core Competencies: Personal, Commercial Automobile & Fleet Policies, Homeowners, Condo & Tenant Policies, Commercial Property & Liability Coverage, Motorcycle Insurance, Watercraft & Marine Coverage, Professional Liability Insurance, Builders Risk Policies, Bonds & Surety, Commercial General Liability and Errors & Omissions Coverage

Dominion Lending Centre Perfect Mortgages/ Mortgage Alliance, Ontario Feb 2010 – Nov 2012

MORTGAGE broker – Consulting, Financial Services

Held a position as an independent Mortgage Agent through the sub-prime economy market while completing educational and licensing requirements to become a Registered Insurance Broker.

AlarmForce Industries Inc., GTA September 2011 – April 2012

Inside Sales Representative – Inbound Sales, Home Security and Protection

High volume inbound sales of the AlarmForce proprietary 2 Way Voice Monitoring system, Personal Emergency Response and the 2 Way Video Surveillance Systems

Consistently ranked in the top 20 percent sales performer for booked installations, deals closed and closing ratios. (references and sales results available upon request)

Lyreco Canada Inc., GTA Oct 2006 – June 2009

Senior Sales Executive – Field Sales and Territory Management, Office Essentials

Working from a home office, prospected daily for new and lapsed business by cold calling on a physical face to face basis. Managed and developed existing customer base in the Eastern Mississauga region by calling on each customer at least every five weeks to ensure they continue to spend consistently and remain motivated to buy from the company using Lyreco Field Best Practices Methodology. Called on senior level executive contacts and managed a highly consultative, complex sales cycle. Provided support and job shadowing to new field reps and participated in work-with interviews to potential new candidates as requested by the area sales manager

Ranked in the top 10 percent of all Field Reps across Canada at the end of 2008

Achieved 187% Revenue Growth in the first year and receive a promotion from Field Sales Rep to Field Sales Executive in Feb’08. On August 2008 Hit targets for both revenue and profitability margin growth for 6 consecutive months resulting in a 2nd promotion in 2008 for the Senior Sales Executive position. (references and sales results available upon request)

International Quality and Productivity Center, North America April 2002 – Sept 2006

Sales Executive – Executive Conferences, Seminars & Business Events

Located and marketed to Senior Executives and Managers to attend high-level, business strategy events. Identified new industries & trends within an industry sector for production and marketing enabling them to develop industry specific “hot topic” events.

Set company record for closing 2 deals on the second day of telesales

Maintained and exceeded monthly sales revenue quota for 6 consecutive months resulting in a promotion to spear head the new “Healthcare Division” telesales team (references and sales results available upon request)

CIBC Mellon Global Securities, Toronto Jan 1999 – March 2002

Account Manager - Client Advisory Services Group

Provided full Service support for clients and investment managers with cash management functions throughout Canada and US. Responsible for managing high profile accounts such as SEI Investments, Frank Russell and BMO.

Participated in special projects & Trained Junior account managers with policies and procedures

Promoted to Senior Account Manager from a Junior Account Manager position within 6 months.

* REFERENCES AVAILABLE UPON REQUEST *

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