O'Neil Reece
Toronto,Canada
Summary
Dynamic and results-oriented professional seeking a leadership or managerial position in Sales and Finance, with a strong foundation in leadership, sales, finance, and insurance. Proven track record of driving team success and growth through expertise in sales strategies, client relationship management, and performance optimization. Committed to enhancing sales performance by delivering innovative solutions that achieve organizational goals and consistently exceed targets. Adept at fostering collaborative environments that inspire teams to excel and embrace challenges.
Overview
10
10
years of professional experience
Work History
Licensed Insurance Agent
Greenstone Financial Services
10.2024 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Insurance Agent
Combined Insurance
06.2022 - 10.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Mortgage Broker
Matrix Mortgage
02.2022 - 03.2023
- Negotiated favorable terms for clients by leveraging strong relationships with lenders and advocating for borrower needs.
- Maximized profitability by identifying potential cross-selling opportunities for additional financial products or services.
- Assisted clients with navigating complex mortgage regulations while guiding them through each step of the application process.
- Provided expert advice on loan structuring options during complex negotiations, resulting in successful deal closures.
Senior Financial Associate
Experior Financial Group
04.2020 - 02.2023
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Educated customers on policy features, benefits, and options, allowing them to make informed decisions about their coverage.
- Assisted in training new team members on company procedures, products, and best practices for exceptional customer service delivery.
- Managed existing accounts with a high level of professionalism, addressing any concerns or changes in coverage as needed.
- Generated leads through cold-calling, networking and other outreach methods.
Finance Manager
Crown Toyota
04.2019 - 05.2022
- Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
- Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
- Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during vehicle negotiations.
- Assisted customers with challenging credit histories in securing suitable loan options to facilitate vehicle purchases.
- Consistently achieved monthly performance targets through strategic planning and execution of innovative financing solutions.
- Maintained an organized workflow by prioritizing tasks effectively managing multiple client files simultaneously ensuring timely processing of all transactions.
- Enhanced employee retention through ongoing coaching and mentoring for newly hired sales professionals.
Product Advisor
Birchwood Lexus
08.2018 - 04.2019
- Assisted with the development of sales collateral materials such as brochures, presentations, and case studies to support the sales process effectively.
- Participated in industry events as a brand ambassador, increasing visibility within target markets and generating new leads for business growth.
- Built and maintained productive relationships with new and existing customers.
Senior Product Advisor
Mc Phillips Toyota
04.2017 - 07.2018
- Negotiated purchase prices and explained sales, warranty, and optional products.
- Cultivated strong relationships with clients, resulting in numerous referrals and repeat customers.
- Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.
Account Executive
Citi Financial
01.2016 - 04.2017
- Key accomplishments include achieving top sales performance, exceeding performance targets, and enhancing client satisfaction through exceptional service.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
Education
Mortgage License -
Mortgage Professionals Canada
Insurance License Certificate - undefined
Insurance & Investments IFSE Institute
Bachelor of Arts - Sociology, Psychology
Brandon University
Skills
- Strategic financial planning and process optimization
- In-depth knowledge of mortgage products and financial markets
- Advanced financial analysis, budgeting, and forecasting
- Proficiency in sales techniques, customer engagement, and negotiation
- Strong customer relationship management and service
- Leadership and team mentoring, including team development and motivation
- Effective account management and deal-closing abilities
- Development and execution of sales strategies
- Excellent communication and presentation skills
- Ability to build and maintain client relationships
- Problem-solving and decision-making capabilities
- Adaptability and resilience in a dynamic sales environment
- Goal-oriented with a track record of meeting or exceeding targets
- Conflict resolution and mediation
- Delegation and time management
- Visionary thinking and strategic goal setting
- Insurance sales expertise
Timeline
Licensed Insurance Agent
Greenstone Financial Services
10.2024 - Current
Insurance Agent
Combined Insurance
06.2022 - 10.2024
Mortgage Broker
Matrix Mortgage
02.2022 - 03.2023
Senior Financial Associate
Experior Financial Group
04.2020 - 02.2023
Finance Manager
Crown Toyota
04.2019 - 05.2022
Product Advisor
Birchwood Lexus
08.2018 - 04.2019
Senior Product Advisor
Mc Phillips Toyota
04.2017 - 07.2018
Account Executive
Citi Financial
01.2016 - 04.2017
Insurance License Certificate - undefined
Insurance & Investments IFSE Institute
Bachelor of Arts - Sociology, Psychology
Brandon University
Mortgage License -
Mortgage Professionals Canada
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