AMY C. TAN
Calgary,AB
Summary
Dynamic Executive Managing Broker at Greatway Financial Inc. with a proven track record in consultative selling and client acquisition. Expert in developing strategic financial plans and nurturing relationships to drive revenue growth. Skilled in territory management and fostering partnerships, consistently maximizing client satisfaction and business success.
Overview
13
13
years of professional experience
Work History
Residential Realtor
KIC Realty
Calgary, Alberta
10.2024 - Current
- Provided client guidance regarding market conditions, mortgage options, and legal requirements.
- Promoted property sales through advertisements, open houses and participation in multiple listing services.
- Developed and presented purchase offers to sellers for consideration.
- Established key business relationships within industry by using responsiveness, efficiency and deep knowledge of real estate industry.
- Showed residential properties and explained features, value and benefits of available homes.
Senior Vice President
Greatway Financial Inc.
Calgary, AB
01.2019 - Current
- Answered clients' questions regarding the details of financial plans and strategies, and explained data in easy-to-understand terms.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Promoted the business to increase the customer base and grow revenue.
Business Development Consultant
DAC Corporation
Calgary, AB
04.2012 - 03.2020
- Created and improved the business pipeline using cold and warm techniques.
- Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities, and maximize business success.
- Handled client accounts through the entire lifecycle, executing contracts, providing customer service, and advising on methods for maximizing return from services provided.
- Met with local businesses and community organizations to develop leads and generate business.
Education
RESIDENTIAL REAL ESTATE
ALBERTA REAL ESTATE ASSOCIATION
Calgary, AB07-2024
Harmonized Life License Qualified Program
Business Career College
Calgary, AB12.2019
Skills
- Consultative and relationship selling
- Service-driven sales
- Recruiting and hiring
- Territory and account management
- Client acquisition
- Client relationship management
- Relationship review process
Languages
English
Full Professional
Tagalog
Professional
Timeline
Residential Realtor
KIC Realty
10.2024 - Current
Senior Vice President
Greatway Financial Inc.
01.2019 - Current
Business Development Consultant
DAC Corporation
04.2012 - 03.2020
Harmonized Life License Qualified Program
Business Career College
RESIDENTIAL REAL ESTATE
ALBERTA REAL ESTATE ASSOCIATION