Lynne Snyman
Calgary,Canada
Summary
Results-driven consultant offering knowledge and background to effectively support diverse client needs.
Professional sales expert with track record in wholesale environments. Skilled in building and maintaining client relationships, implementing sales strategies, and driving revenue growth. Strong emphasis on teamwork and adaptability, ensuring effective collaboration and alignment with shifting business needs. Recognized for exceptional negotiation skills, customer service, and results-driven approach.
Overview
26
26
years of professional experience
Work History
Wholesale Sales Representative
Manulife Financial
11.2022 - 06.2025
- Developed and maintained strong relationships with key retail partners to drive sales growth.
- Coordinated product presentations and demonstrations to enhance client understanding of offerings.
- Implemented strategic promotional campaigns that increased brand visibility in target markets.
- Provided superior service to customers by quickly responding to requests, suggestions and concerns.
- Created marketing materials such as flyers and business cards to uncover new customer leads.
- Conducted regular product training sessions for retail staff, ensuring they were knowledgeable about products and able to effectively sell them to customers.
- Leveraged industry knowledge and expertise to position our company as a trusted provider of high-quality financial products within the market.
Financial Advisor
Discovery
06.2021 - 01.2022
- Identified optimal products for each client and presented solutions.
- Maintained strong pipeline of incoming leads with networking, cold calling and referrals.
- Offered comprehensive financial support and worked closely with attorneys and accountants to fully explore circumstances and goals.
- Guided customers through pension planning and setting up trusts and living wills.
Business Consultant (wholesaler)
Discovery
02.2005 - 06.2021
- Researched potential and new customers to understand needs and financial considerations.
- Monitored market and competitor activities to proactively direct sales strategies.
- Explained product features, prices and terms to customers.
- Spearheaded lean and responsive sales activities in community by leveraging expert knowledge of market trends and competitor activities.
- Used CRM to document leads, sales activities and revenue numbers.
- Keep clients informed about transactions by openly discussing financial options and plans.
- Educated clients about stock market trends, terms and trading practices, helping each make optimal financial plans.
- Complied with regulatory and internal standards by keeping detailed records of transactions.
- Brought in new leads with presentations, referrals and sales meetings.
Teacher
Supply Teacher
07.1999 - 11.2003
- Developed and implemented engaging curriculum aligned with student learning objectives and in adherence with state and district requirements.
- Collected and analyzed student work samples and related data to monitor progress and identify skill gaps.
- Administered and interpreted formal and informal educational assessments and recorded findings.
Education
High School Degree -
Potchefstroom High School
Potchefstroom, South-Africa12-1993
Bachelor of Arts (B.A.) - Sport Science
University of Potchefstroom
Potchefstroom, North-West01.1997
Teachers degree -
University of Potchefstroom
Potchefstroom, North-West01.1998
NQF Level 5 - Finance
Milpark Business School
South-AfricaSkills
- Client relations
- Product promotion
- Attention to detail
- Critical thinking
- Task prioritization
- Problem solving
- Goal-oriented mindset
- Sales presentations
- Supplier relationship management
- Teamwork and collaboration
Languages
English
Professional Working
Afrikaans
Full Professional
Timeline
Wholesale Sales Representative
Manulife Financial
11.2022 - 06.2025
Financial Advisor
Discovery
06.2021 - 01.2022
Business Consultant (wholesaler)
Discovery
02.2005 - 06.2021
Teacher
Supply Teacher
07.1999 - 11.2003
Bachelor of Arts (B.A.) - Sport Science
University of Potchefstroom
High School Degree -
Potchefstroom High School
Teachers degree -
University of Potchefstroom
NQF Level 5 - Finance
Milpark Business School
Awards
No 1 Business Consultant in South-Africa 3 years
Top 10 Business Consultant 2011 - 2021
Part of the Seal team in South-Africa 2006 - 2021