JOEL ALEXANDER
Halifax,Canada
Summary
Motivated professional with extensive experience in managing Prime and Sub-prime client relationships. Demonstrated ability to maximize profit through strong backend gross per deal performance. Skilled in negotiating with sub-prime lenders to secure optimal approvals. Proven track record of delivering results in high-pressure environments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Finance Manager
Halifax, Canada
07.2023 - Current
- Assisted customers in securing vehicle financing by preparing credit applications and verifying information.
- Explained and sold aftermarket products, including extended warranties and GAP insurance, to enhance customer satisfaction.
- Established and nurtured relationships with banks to obtain competitive financing rates for customers.
- Managed vehicle sales paperwork with precision, ensuring compliance with all regulatory requirements.
- Achieved or surpassed monthly finance and insurance sales goals, boosting dealership profitability.
- Trained sales team on finance and insurance programs, enabling effective product promotion to customers.
Financial Advisor
Aegon
Halifax, Canada
11.2020 - 07.2023
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Cultivated and expanded financial planning relationships with customers through loyal and dedicated service.
- Leveraged customer service and consultative sales techniques to exceed sales benchmarks, resulting increase over expected sales targets.
Education
Diploma - Business Accounting
Niagara College
WellandSkills
- Relationship management
- Goal achievement
- Negotiation expertise
- Performance under pressure
- Team collaboration
- Reception and administration
- Microsoft Office proficiency
- Problem solving
Certification
Licensed Insurance Advisor, 2020
Personal Information
Willing To Relocate: Anywhere
Timeline
Finance Manager
07.2023 - Current
Financial Advisor
Aegon
11.2020 - 07.2023
Diploma - Business Accounting
Niagara College