Home Comfort Advisor

• Oct 2020 - Present

Mortgage Specialist

• 2013 - Present

Employ high-level relationship management skills in the initiation and fostering of long-standing client relationships, responsible for meeting with clients and submitting applications with recommendations for approval. Identify alternative solutions and work to resolve complex cases, in collaboration with underwriters. Establish and maintain a substantial book of business, including referral opportunities, marketing to, and meeting with all potential referral partners. Host special seminars/events to educate the community and potential clients of mortgage options. Uphold the privacy and security of all confidential financial details and client profiles.

Home Comfort Advisor

• 2015 - Oct 2020

Lead sales efforts for furnaces, air conditioners, water tanks, as well as all associated maintenance and service options. Consistently lead the store in closing ratios each year, designing and delivering compelling and informative sales presentations to prospective customers, distinguishing Reliance Home Comfort from the competition. Lead cold-calling, referral networking, and territory development initiatives, training staff on internal policies and procedures, and empowering all team members to achieve and exceed upon personal/departmental sales objectives. Maintain CRM platform, updating sales records and client profiles to ensure all customers receive exceptionally high service levels in all interactions.

General Sales Manager

• 2013 - 2015

Maintained accountability for the supervision and direction of a team of 5 - 7 sales associates, responsible for hiring and onboarding all team members. Drafted impactful sales proposals, supporting staff in presenting product and service benefits to aid in closing all deals. Developed and delivered a comprehensive training program for all new associates, ensuring proper communication of performance expectations and sales targets; conducted regular performance evaluations to identify inefficiencies and areas for improvement proactively. Significantly drove revenue advancement and growth through the initiation and sustainment of high-level customer and community relationships, fostering long-standing return and referral business opportunities.

Product Advisor

• 2011 - 2012

Consistently delivered upon all service and performance targets, closing an average of fifteen sales each month through the diligent initiation and fostering of relationships with customers and community members to establish long-term business growth. Conducted test drives, emphasized product and service features, prepared high-quality proposals, and positively influenced customers, addressing all hesitations and objectives to successfully close sales. Trained all incoming sales team members, onboarding new staff to internal policies and procedures, and ensuring communication of all KPI's.

Product Advisor

• 2005 - 2011

Recognized for consistently exceeding annual sales target, building and fostering a network of referrals which created new opportunities for revenue growth. Assisted sales team members in drafting impactful sales proposals that served to increase the overall number of contract closes for the department. Took the initiative in ensuring all clients received an exceptional purchasing and pick-up experience, establishing long-term return business opportunities. Swiftly and professionally attended to all customer inquiries, handling special requests and complaints with tact and professionalism.

Product Advisor

• 2002 - 2006

Top Sales Performer and Toyota Customer Service Award Winner. Top Sales Performer and Toyota Customer Service Award Winner.

Store Manager, Sales Manager, and Operations Manager

• 1998 - 2002

Hired to act as the Operations Manager, assisting in the set-up and launch of the Winnipeg locations for Sports Mart. Promoted to Sales Manager for the Polo Park location, working with staff to achieve company-wide sales records. Trained store managers from all across the country, receiving a promotion to Store Manager at the Ottawa, ON location. Conducted total H.R. functions at the Ottawa store, responsible for hiring and training a Sales Manager, Operations Manager, and all customer service and back-area staff. Led all performance evaluations, standards compliance, shrink controls, as well as maintained full comprehension of M.O.L., Fire, Health and Safety, and Human Rights standards.