Linling Huang
Toronto,Canada
Summary
Goal-oriented outbound sales team member adept at conducting outbound sales calls to exceed target volumes and new business. Build and maintain long-term relationships via email and phone calls to identify customer’s financial goals. Excellent organizational and communication skills.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Outbound sales
TD Direct Investing
11.2023
- Identify client’s financial goals and build long-term relationships via email and phone calls
- Exceed personal goals and contribute to team & department goals
- Be knowledgeable about TD direct investing’s campaign procedures and apply expertise
- Support colleagues, provide mentorship and direction, help them get used to work routine.
Investment representative
TD Direct Investing
09.2022 - 11.2023
- Taking inbound calls, authenticating client, follow policies and procedures to make sure compliance with regulatory requirements
- Place trade for client, including stock & ETF, bond, mutual fund, GIC, bullion, ISA
- Achieve scorecard objectives continuously, help client to solve their issue effectively
- Liaise with client, back office, resource officer.
Third Key Supervisor
Browns Shoes
07.2022 - 09.2022
- Supervised and collaborate sales staff, stock associate and cashier; Resolve issues that may arise, including customer requests, complaints
- Prepare daily and weekly reports regarding sales volumes; Help training new sales staff
- Ensure the visual standards and image of the store are maintained, such as store displays and cleanliness.
Education
Master of Finance -
Saint Mary’s University
Halifax, NS09.2019
Bachelor of Accounting -
Yangtze University College of Arts & Science
06.2018
Skills
- Active Learning
- Problem-solving
- Customer Service
- Team working
- Effective written and verbal communication
- Work Under Pressure
- Highly Goal Oriented
- Skillful in Microsoft Office
- Native Mandarin
- Fluent English
Certification
- Canadian Securities Course, 03/23
- Conduct and Practices Handbook, 04/23
Languages
English
Professional Working
Chinese (Mandarin)
Native or Bilingual
Timeline
Outbound sales
TD Direct Investing
11.2023
Investment representative
TD Direct Investing
09.2022 - 11.2023
Third Key Supervisor
Browns Shoes
07.2022 - 09.2022
Master of Finance -
Saint Mary’s University
Bachelor of Accounting -
Yangtze University College of Arts & Science
- Canadian Securities Course, 03/23
- Conduct and Practices Handbook, 04/23
Similar Profiles
Temitola IsholaTemitola Ishola
Resource Officer at TD Direct InvestingResource Officer at TD Direct Investing
Karan GandhiKaran Gandhi
Relationship Manager, High Value Clients at TD Direct InvestingRelationship Manager, High Value Clients at TD Direct Investing
Zoe LiangZoe Liang
Licensed Investment Representative at TD Direct InvestingLicensed Investment Representative at TD Direct Investing