Jadwiga Martins
Minesing,Ontario
Summary
Dynamic leader with a proven track record at American Income Life, adept in staff training and development, and sales expertise. Excelled in boosting revenue and minimizing turnover through strategic sales planning and staff management. Skilled in systems software, with a knack for fostering strong customer and team relationships.
Overview
16
16
years of professional experience
Work History
Regional Manager
American Income Life
Minesing, ON
10.2016 - Current
- Provided mentorship and coaching to staff members throughout the region as needed.
- Monitored team progress towards achievement of goals and objectives set forth by executive management.
- Trained staff on product knowledge, customer service techniques, sales strategies.
- Conducted regular meetings with district managers to discuss sales performance and provide guidance on improvement tactics.
- Created and maintained relationships with key customers in the region.
- Resolved conflicts between customers and employees within the region.
- Hired talented, trainable team members, and drove new business strategies to grow revenues.
- Developed and implemented clear policies and procedures across multi-state area.
- Minimized turnover through effective training and employee engagement programs.
- Mentored team members by demonstrating best practices for sales and customer service.
- Cultivated positive rapport with associates and team leadership.
- Recruited and trained new employees to meet job requirements.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Implemented quality control measures to uphold company standards.
Automotive Finance Manager
Sym-Tech Dealer Services
Richmond Hill, ON
12.2014 - 08.2016
- Reviewed contracts for accuracy prior to signing by customers.
- Analyzed customer credit histories in order to determine eligibility for loans.
- Maintained accurate records of all transactions related to auto finance services.
- Advised customers on the benefits and drawbacks of different types of automotive loans.
- Monitored current market rates for competitive pricing of loans offered.
- Processed applications for new vehicle loans efficiently and accurately.
- Analyzed industry trends in order to identify areas that offer potential growth opportunities.
- Developed and maintained strong relationships with banks, credit unions, and other financial institutions.
- Trained sales staff on financing options, processes, and best practices to enhance overall team performance.
- Utilized financial software and systems to streamline operations and enhance efficiency.
- Implemented sales strategies to promote financing and insurance products to customers.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Identified valuable solutions for customers with credit problems.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Automotive Finance Manager
Lakeshore Honda
Etobicoke, ON
08.2008 - 08.2014
- Reviewed contracts for accuracy prior to signing by customers.
- Negotiated loan terms and conditions with banks, credit unions, and other lending institutions.
- Analyzed customer credit histories in order to determine eligibility for loans.
- Maintained accurate records of all transactions related to auto finance services.
- Advised customers on the benefits and drawbacks of different types of automotive loans.
- Processed applications for new vehicle loans efficiently and accurately.
- Assessed risk associated with potential borrowers in order to minimize losses.
- Developed customized financing packages tailored to individual customer needs and financial situations.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Negotiated extra optional products for customers when purchasing a vehicle (rust proofing, extended warranty, life, and job loss insurance).
- Collaborated with company teams to expedite loan approval processes.
- Reviewed client documentation and contracts for discrepancies and mistakes.
Education
Legal Assistant
Humber College
Etobicoke, ON05-2002
Skills
- Staff training and development
- Recordkeeping compliance
- Sales expertise
- Staff management
- Sales development
- Systems and software expertise
- Staff supervision
- Sales planning
- Goals and performance
Accomplishments
- Million Dollar Club member in Insurance Sales with American Income Life
- Five time President Club Member in Insurance Sales with American Income producing over $200,000 a year with a 80% retention rate
- Four time Gold Club Member in Insurance Sales with American Income Life producing over $50,000 in a month
- Two time Founders Club Member in Insurance Sales with American Income Life producing over $13,500 for four consecutive months with a retention rate of 80%
- Nine Sales plaques for producing of $10,000 of Insurance Sales within a week at American Income Life
- Received various plaques for Growth within my agency over the course of eight years
Insurance License
- Ontario HHLQP License
- Alberta HLLQP License
- British Columbia HLLQP License
- Saskatchewan HLLQP License
- Newfoundland HLLQP License
- Virginia Life and Accident Insurance License
References
References available upon request.
Timeline
Regional Manager
American Income Life
10.2016 - Current
Automotive Finance Manager
Sym-Tech Dealer Services
12.2014 - 08.2016
Automotive Finance Manager
Lakeshore Honda
08.2008 - 08.2014
Legal Assistant
Humber College
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