Summary
Overview
Work History
Education
Certification
Timeline
OfficeManager
CARL ALLEYNE

CARL ALLEYNE

Sales Professional
Calgary,AB

Summary

I am a driven and experienced Business Development and Sales professional with expertise in all aspects of the sales cycle. With a background in financial and personal banking, insurance, and customer service, I have a strong understanding of relationship management, with both face-to-face and over-the-phone experience.


I have a proven track record of success, receiving the Scotiabank award for Top Producer in Insurance and Sales and achieving 107% of my sales target at Standard Life. I have also led sales teams and achieved record sales, growing territory sales from 45 million dollars to 66 million. I have also been part of the #1 sales teams in my 2 two most recent positions.


I have excellent communication and relationship building skills, combined with strong analytical, problem-solving, and negotiating abilities. I am a flexible team player with a strong work ethic, able to diffuse difficult situations and quickly adapt to change.


I believe my background and skills will enable me to contribute to your organization's success by increasing sales, market share, and brand awareness. I would welcome the opportunity to further discuss my qualifications with you.

Overview

13
13
years of professional experience
5
5
Certifications

Work History

Digital Transformation Specialist

Sidetrade
Calgary, AB
07.2022 - Current
  • Prospect potential clients and pitch Sidetrade's AI-powered Order to Cash offering
  • Collaborate with the Regional Sales Manager and Pre-Sales team to guide prospects through product demonstrations
  • Part of the #1 sales team company-wide

New Business Development Specialist

GroupHEALTH BENEFITS SOLUTIONS
Calgary, AB
07.2021 - 07.2022
  • Identify trends and customer needs to build a short/medium/long-term sales pipeline
  • Generate new leads, contact decision-makers, and screen potential business opportunities through outbound calls managed through CRM
  • Part of the #1 sales team company-wide

Investment Consultant

Proof Capital
Calgary, AB
06.2020 - 07.2021
  • Communicate daily with advisors to build relationships and increase fund sales
  • Act as a liaison with the Product Managers to set up portfolio manager meetings and conference calls
  • Create and review a strategic business plan to generate additional sales and business development ideas.

Private Equity Specialist

TriView Capital
Calgary, AB
11.2019 - 06.2020
  • Onboard new clients and partners and assist the sales team with bookings and follow-up
  • Provide technical support with regard to software and the website
  • Give clients timely updates on products and create and update KYCs, risk and return metrics.

Inside Sales Consultant

AGF Investments
Calgary, AB
06.2017 - 11.2017
  • Partner with the Wholesaler to generate sales and develop new business
  • Assist advisors with business building ideas, competitor analysis, and tax planning strategies.

Sales Consultant

Waddell Energy Services Inc
Calgary, AB
01.2016 - 06.2017
  • Generate new business within the assigned territory and segment by signing new clients
  • Create client presentations, proposals, and reports
  • Accurately forecast monthly and quarterly revenue and new business development.

Sales Consultant/Lead Consultant

Sure Systems
Calgary, AB
01.2015 - 01.2016
  • Sell managed services for IT technical support and various products from software and hardware providers
  • Develop new and existing business and devise new sales or marketing strategies
  • Schedule appointments and meetings with business owners to pursue sales or partnerships.

Investment Sales Representative

Dynamic Funds
Calgary, AB
01.2013 - 01.2014
  • Partner with the Wholesaler to generate sales and develop new business
  • Act as a liaison with the Product Managers to set up portfolio manager meetings and conference calls
  • Assist wholesaler in developing a strategic business plan for the year.

Investment Consultant

Standard Life
Calgary, AB
07.2010 - 12.2013
  • Advised financial professionals on various investment options including Mutual Funds, Segregated Funds, Term Funds, and Annuities
  • Collaborated with a wholesaler to drive sales and acquire new clients
  • Contributed to the development of a yearly business plan and reviewed progress quarterly to improve sales from advisors in the territory.

Education

Bachelor of Business Operations and - Marketing

DeVry Institute of Technology

Certification

Life License Qualification Program, IFSE Institute (2012)

Timeline

Digital Transformation Specialist

Sidetrade
07.2022 - Current

New Business Development Specialist

GroupHEALTH BENEFITS SOLUTIONS
07.2021 - 07.2022

Investment Consultant

Proof Capital
06.2020 - 07.2021

Private Equity Specialist

TriView Capital
11.2019 - 06.2020

Inside Sales Consultant

AGF Investments
06.2017 - 11.2017

Sales Consultant

Waddell Energy Services Inc
01.2016 - 06.2017

Sales Consultant/Lead Consultant

Sure Systems
01.2015 - 01.2016

Investment Sales Representative

Dynamic Funds
01.2013 - 01.2014

Investment Consultant

Standard Life
07.2010 - 12.2013

Bachelor of Business Operations and - Marketing

DeVry Institute of Technology
CARL ALLEYNESales Professional