Charles Lachapelle
Laval,QC
Summary
Accomplished Sales Manager offering high performance leading development and implementation of superior sales strategy. Proven track record of identifying and creating profitable business opportunities, qualifying authentic prospects and cultivating strong partnerships. Demonstrated expertise in team leadership and development.
Overview
12
12
years of professional experience
Work History
Sales Manager
nesto mortgage experts
Montreal
06.2021 - Current
- Developed and implemented sales strategies to increase market share.
- Implemented process changes to streamline sales department workflow.
- Identified and developed new markets for products or services.
- Assisted senior management in developing long-term strategic goals for the company's growth.
- Managed daily operations of sales department, including supervision of staff members.
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Successfully built and managed a sales department from the ground up.
- Successfully developed a specialized department to improve business performance in areas that were underdeveloped.
- Responsible for key partnership opportunities.
Licensed Mortgage Broker
Multi-Prêts Hypothèques
Montreal
01.2020 - 01.2021
- Monitored changes in interest rates, economic indicators, and housing markets to provide informed advice.
- Evaluated customer's ability to repay loans by analyzing income statements, tax returns.
- Processed loan applications, verified creditworthiness of borrowers, and collected supporting documentation.
- Explained the features of various loan products such as fixed-rate mortgages or adjustable rate mortgages.
- Compiled data from a variety of sources to ensure accuracy of customer information in loan files.
- Assisted customers throughout the entire loan application process up until successful completion.
- Provided guidance on home buying process from pre-qualification through closing.
- Negotiated favorable terms for clients with lenders based on financial history and credit score.
- Reviewed client's current financial situation to determine best loan options available to them.
- Acquired new customers, counseled clients, and identified purchasing needs to deliver relevant real estate investments.
- Gained experience on prospection and marketing to develop a client base.
Personal Financial Advisor
Desjardins
Laval, QC
01.2019 - 12.2020
- Worked closely with clients to develop a comprehensive financial plan for meeting their individual needs.
- Provided advice on investments, insurance coverage, retirement planning, estate planning, tax planning and other financial topics.
- Monitored changes in the financial markets and evaluated new products or services that could benefit clients.
- Researched current economic trends and developments in the industry to stay abreast of the latest information and regulations.
- Developed customized financial plans to meet clients' short-term and long-term goals.
- Advised clients on how to manage their finances more effectively through budgeting techniques.
- Supported clients with all their financial product needs, from bank accounts and credit cards to savings (GICs, mutual funds, stocks), lending (personal and residential), and insurance.
Financial Advisor Assistant
Desjardins
Laval, QC
01.2018 - 12.2018
- Managed customer inquiries relating to their accounts in a timely manner.
- Organized documents required for account opening process in accordance with company policies and procedures.
- Gathered information from customers regarding their financial objectives, risk tolerance, income needs.
- Attended training sessions related to industry regulations, products, services and best practices.
- Assisting 4 to 8 advisors with clients prospection, data gathering, compliance, communications and appointment booking.
- Providing clients with advice on financial products and identifying opportunities for new business.
- Opened new accounts and established trust with new clients, setting up the advisors for success.
Bank Teller
Desjardins
Laval, QC
01.2013 - 12.2017
- Developed knowledge about the financial world while studying in college and university.
- Improved interpersonal sails allowing me to listen and communicate better with clients.
- Learned about customers' needs and challenges and developed problem solving skills.
- Trusted to review daily transactions daily to ensure the books were always balanced.
- Learned to identify sales opportunities with new and existing clients.
Education
Certificate - Finance -
Université Du Québec À Montréal (UQAM)
Montreal, QC05-2020
Mortgage Broker Course - Finance
Collège Des Professionnels
Montreal, QC09-2019
Mutual Funds Representative Course - Finance
College O'sullivan
Montreal, QC02-2018
Certificate - Business Administration -
Université Du Québec À Montréal (UQAM)
Montreal, QC12-2017
College Degree - Human Sciences With Advanced Mathematics
Collège Montmorency
Laval, QC05-2015
Skills
- Solution selling
- Sales team training
- Pipeline Management
- Territory sales management
- Strategic Planning
- Proposal Development
- Sales Reporting
- Sales Tracking
- New Business Development
- KPI Tracking
- KPI analysis
- Client Relationship Management
- Staff Management
- Business Planning
- Performance Management
- Team Oversight
- Rapport and relationship building
- Market intelligence
- Exceeds sales goals
- Goal Setting
- Sales process engineering
- Excellent communication skills
- Complex project negotiations
- Sales Coaching
- CRM Software
- Market and competitive analysis
- Salesforce
- Product Knowledge
- Analytical problem solver
- Verbal and written communication
- Bilingual in French and English
Timeline
Sales Manager
nesto mortgage experts
06.2021 - Current
Licensed Mortgage Broker
Multi-Prêts Hypothèques
01.2020 - 01.2021
Personal Financial Advisor
Desjardins
01.2019 - 12.2020
Financial Advisor Assistant
Desjardins
01.2018 - 12.2018
Bank Teller
Desjardins
01.2013 - 12.2017
Certificate - Finance -
Université Du Québec À Montréal (UQAM)
Mortgage Broker Course - Finance
Collège Des Professionnels
Mutual Funds Representative Course - Finance
College O'sullivan
Certificate - Business Administration -
Université Du Québec À Montréal (UQAM)
College Degree - Human Sciences With Advanced Mathematics
Collège Montmorency
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