Sales Manager/Trainer
Resume:
WINSTON ROBINSON, CCP
*-*** ******** ***., *******, Ontario, M6E 2S2
*******.*.********@*****.***
SALES MANAGER | TRAINER
QUALIFICATIONS PROFILE
- Highly capable, vision-focused, and seasoned professional with unique blend of experience in sales management and training/teaching. Demonstrate adeptness in empowering individuals through training, instruction, and direct coaching to help them attain their goals. Possess a successful track record of award-winning sales performance and profit generation. Powered with exceptional communication, presentation, and interpersonal skills utilized in effective coaching and training, simplifying complex concepts and articulating them for maximum impact.
Core Strengths: Consultancy, Collaboration & Partnerships ~ Leadership, Team Building & Coaching Negotiation, Communication & Interpersonal Skills ~ Customer Service & Satisfaction ~ Key Account Management
Technical Proficiencies: Microsoft: Word, Excel, PowerPoint, and Publisher ~ Adobe PDF Reader/Writer Financial: Globe HySales ~ PALTrak ~ Pivotal CRM ~ DynamiCUBE ~ NaviPlan ~ Asset Allocation Analyst
CAREER OVERVIEW
SALES & MARKETING: Employed expertise in directing account management and marketing activities that successfully increased sales and profits for the company each year. Organized and implemented a variety of successful short and long-term independent marketing initiatives and campaigns, including conference calls, road shows, dinner seminars, corporate lunch seminars, client events, and direct mail campaigns to expand client base, quotas for net sales volume, and new extended service contracts. Led the design and production of marketing collaterals to promote and educate advisors on unique company products and services.
MANAGEMENT: Managed the training and facilitation team that mentored and supported individuals in achieving personal and professional goals. Developed, reviewed, and revised key business processes to synchronize with the efforts of the Regional Sales Director. Managed orientation and integration programs to develop core competencies for new members as well as conduct member evaluations to measure progress, identified challenges and coached individuals through solutions. Provided client portfolio recommendations after reviewing mutual fund performance and behavior. Managed client accounts and conducted regular meeting to review financial plans. Created investment reports and Investment Policy Statements using various financial planning programs.
TEACHING/TRAINING: Developed training programs for financial sales professionals utilizing financial planning tools to increase proficiency and conducted individual and branch meetings for training and product education. Created leadership training content based on Adult Learning Theory. Developed telephone and interpersonal skills training programs to support members in successful recruitment. Coached associates toward health and business success via telephone and face-to-face meeting as well as led business success skills development training calls.
CLIENT/INTERPERSONAL RELATIONS: Discussed and decided on financial product solutions for clients in consultation with outside business partners. Delivered appropriate client solutions as well as resolved issues in coordination with a team of specialists, including product support team, analytics and dealer representative services. Established and managed profitable relationships with financial advisors in Ontario & Eastern Canada.
SALES EXPERIENCE
MANAGER, Business Development | CIBC/Renaissance Investments ~ Toronto, ON 2007–2011
- Ranked 2nd Nationally at $19 Mil. YTD Gross Sales & 2nd quartile Nationally in YTD Meetings Booked 2011.
- Increased YTD Year Over Year sales by 36% by end of April fiscal 2011 vs. 2010.
- Recognized as Top Producer for 2011 RSP season campaign with target product sales of $8.6 Million.
- Developed and designed key sales theme-based marketing piece used by Directors nationwide.
INDEPENDENT ASSOCIATE (Home-based) | Isagenix International ~ Toronto, ON 2008–2011
- Generated over $80,000 in new business revenue and recognized with Team Builder Excellence Award for outstanding achievement in new associate acquisition.
- Facilitated a 5:1 ratio of new customer acquisition per associate and secured more than 230 associates/customers.
REGIONAL PORTFOLIO ASSOCIATE | Dundee Securities (Dynamic Mutual Funds) ~ Toronto, ON 2006–2007
- Ranked 2nd Nationally with Net Sales of $38 million 2006-2007
- Designed popular advisor training course for Dundee PILOT financial planning software.
- Created a successful weekly sales newsletter, designed to use as long-term marketing tool to advisors.
ADVISOR SERVICES REPRESENTATIVE | CI Investments ~ Toronto, ON 2005–2006
- Awarded as Top Call Taker in 2006 RSP Season for handling 2,172 calls while averaging 85% quality.
- Demonstrated outstanding performance resulting in a dinner invitation with the President and COO.
- Created inbound call template for efficient call handling which greatly improved trainees’ performance.
ASSOCIATE, SENIOR CERTIFIED FINANCIAL PLANNER | Dundee Private Investors ~ Mississauga, ON 2005
- Established filtering metrics that identified high-priority clients and uncovered new business opportunities.
- Created workflow system resulting in optimized operational efficiency.
FINANCIAL PLANNER | Investors Group Financial Services ~ Brampton, ON 2003–2005
- Ranked number 1 for accumulating $667,500 worth of new business assets, recognized as Top Regional Producer in October 2004.
- Drove increase in existing-client asset base by 51% (external assets transferred into company) and maintained client retention rate of 97% in more than two years.
- Co-developed corporate seminar marketing initiative to aid in prospecting for new clients.
SALES CONSULTANT | Sony of Canada Ltd. ~ Brampton, ON 2000–2003
- Successfully exceeded the $500,000 dollar mark for sales resulting to being inducted into 2022 Silver Club and nominated for 6 MVP of Eastern Zone Canada awards.
- Surpassed 4.5% warranty targets; led the team for more than 2 years with an average of 7.14% and was ranked 25th in Canada for achieving month-end sales of more than $104,000 in 2002.
TEACHING/TRAINING AND MANAGEMENT EXPERIENCE
DIRECTOR, Training & Development | The Lions Circle Leadership Development Grp. ~ Toronto,ON 2010-Present
Program Director, Life Path Program Dec 2010–Feb 2011
Seminar Leader, Life Path Intensive Weekend Feb 2010 / Feb 2011
Seminar Facilitator, Life Path Intensive Weekend Feb 2009
Recruitment Trainer, Life Path Intensive Weekend April 2009- April 2010
- Instituted a new facilitator mentoring program that developed 5 new facilitators for the Life Path Intensive weekend.
- Established a new meeting-leader coaching program resulting in 3-first time meeting leaders.
- Created 2 coaching and accountability programs which contributed to a 100% goal acquisition average by members during fiscal year 2010-2011.
- Facilitated a 50% membership increase by leading a successful member recruitment campaign during fiscal year 2009-2010.
CREDENTIALS
Adult Learning Certification: In Progress (Commenced: Nov 2009, Completion: Jul 2011)
Centennial College ~ Toronto, ON, Canada
Certified Coaching Practitioner (CCP): Mar 2010
Certified Coaches Federation ~ Toronto, ON, Canada
Certificate Program in Canadian Investment Funds Course: Jul 2003
Investment Funds Institute of Canada (IFIC) ~ Toronto, ON, Canada
Coursework in Business Management: Sep 1999
George Brown College, School of Business ~ Toronto, ON, Canada
Certified Master Wholesaler Program: Jan 2011
Sequoia Systems International ~ Toronto, ON, Canada
Certificate Program in Train-the-Trainer-Accelerated Learning Tools & Course Design: Oct 2009 Peak Potentials Training ~ Los Angeles, CA, USA
Certificate Program in Career Training for Financial Services: Aug 2003
Investors Group Institute ~ Mississauga, ON, Canada
Certificate Programs in Selling the Sony Way and Negotiating the Deal: 2001/2002
Sony Training Center ~ North York, ON, Canada
AWARDS
Man of the Year Award | The Lions Circle: 2010–2011
ACTIVITIES
Volunteer, CIBC Take Our Kids to Work Day: 2011
Member, CIBC Black Employees Network: 2009–2011
Volunteer, Grace Church Restoration Project: Summer 2008
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