Summary
Overview
Work History
Education
Skills
Timeline
Generic

Armand A. Rumeo

Toronto,ON

Summary

Respectful and friendly professional with dynamic problem solving and customer service talents. Focused on driving business opportunities through strategy and positive engagement. More than 10 years of experience in driving profit and creating pipeline traffic. Successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.

Overview

10
10
years of professional experience

Work History

Owner / Operator

Mixx Events
07.2022 - Current
  • Managed day-to-day business operations.
  • Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
  • Increased customer satisfaction by providing high-quality services and timely communication.
  • Managed daily operations for optimal efficiency, streamlining processes to reduce costs.
  • Developed and implemented successful marketing strategies, resulting in increased brand awareness and customer base.

Territory Sales Coordinator

Manulife Investment Management
11.2019 - 05.2021
  • Member of the two top territories nationally (Gross Sales + Prospect Conversion).
  • Improved profitability and pipeline with multiple marketing channels and sales strategies.
  • Implemented consultative sales techniques to generate revenues and exceed sales targets while keeping focus on client loyalty and retention.
  • Worked closely with the sales team to prioritize tasks, set goals, and allocate resources efficiently; resulting in increased productivity and revenue.
  • Maintained accurate records of all sales activities, including contracts, proposals, quotes, follow-ups, and customer communications.
  • Increased sales revenue by establishing strong relationships with clients and identifying new business opportunities.
  • Streamlined sales processes for improved efficiency and customer satisfaction.

Financial Security Advisor

Canada Life
03.2019 - 11.2019
  • Financial advisor and investment consultant specializing in small businesses, group benefits, life insurance, estate planning and wealth management.
  • Analyzing and identifying client situations/needs and presenting appropriate and effective financial solutions for clients to meet their future goals.

Associate Advisor

Gentile & Associates
06.2018 - 03.2019
  • Worked alongside a top senior investment/insurance advisor scheduling and running client appointments from the advisor’s book of business.
  • Actively managed client investment and insurance portfolios by way of in depth financial reviews to meet their needs and future goals based on changing situations in their lives.

Sales Representative

Tru Green
01.2015 - 11.2015
  • Participated in company wide sales initiatives and was awarded top sales rep on several occasions .
  • 1st in the country company wide every week during the month of July 2015 (Awarded most sales).

Education

CSC -

Canadian Securities Institute
02-2019

LLQP Mutual Fund & Securities License Ontario -

Ontario Securities Commission
01.2018

Business Mathematics Certificate -

Humber College
06.2017

Business Major Diploma -

Father Bressani Catholic Secondary
06.2014

Skills

  • High EQ
  • Analytical thinking
  • Prospecting & Closing skills
  • Customer retention abilities
  • Strategy development
  • Negotiation & Closing Tactics
  • Operations Management
  • Documentation And Reporting
  • Hiring
  • Staff Training and Development

Timeline

Owner / Operator

Mixx Events
07.2022 - Current

Territory Sales Coordinator

Manulife Investment Management
11.2019 - 05.2021

Financial Security Advisor

Canada Life
03.2019 - 11.2019

Associate Advisor

Gentile & Associates
06.2018 - 03.2019

Sales Representative

Tru Green
01.2015 - 11.2015

LLQP Mutual Fund & Securities License Ontario -

Ontario Securities Commission

Business Mathematics Certificate -

Humber College

Business Major Diploma -

Father Bressani Catholic Secondary

CSC -

Canadian Securities Institute
Armand A. Rumeo