PHILIP BERTRAND
BROSSARD,QC
Summary
Self-motivated sales professional with over 15 years hands-on experience in progressive sales roles and operations support combined with academic training in finance and business administration. A proven track-record for delivering on tasks accurately, efficiently, and on-schedule. Known for providing a best-in-class customer service and communications in a variety of business settings.
Overview
10
10
years of professional experience
Work History
National, District Vice-President for Group Plans
Mackenzie Investments
07.2023 - Current
- Cultivated and developed strategic partnerships, internally and externally, to build assigned territory.
- Articulated value proposition to assigned territory to maintain and increase overall sales and opportunities.
- Collaborated with Marketing to create, update and enhance marketing material tools to deliver business results.
- Drove and delivered sales leads to convert into new business.
Eastern Canada, District Vice-President for Group Plans
Mackenzie Investments
04.2022 - 06.2023
- Built and strengthened long-lasting client relationships through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Addressed problems with client services, operations, and marketing to maintain and enhance client satisfaction.
National Sales Representative for Group Plans
Mackenzie Investments
05.2018 - 03.2022
- Maintained and organized customer database of over 4,000 clients nationwide.
- Served and educated customers with knowledgeable, friendly support at every stage of our group solutions, including highlighting the benefits for employers, as well as, its employees and helping with the implementation process of the solution.
- Built strong, professional relationships through identification of client needs, effective communication and quick response, with customers and sales team, to promote long term business growth.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Inside Wholesaler Development Program
Mackenzie Investments
01.2018 - 05.2018
Client Relations Representative
Mackenzie Investments
12.2016 - 05.2018
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences. Recognized for best quality experience - 'Most Effortless Caller'.
- Consistently met performance benchmarks in all areas evaluated (quality, availability, and output).
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Selected as a Mentor for the newly designed Mentorship Program; trained internal staff members on effective call taking, problem-solving and procedures to facilitate consistent and seamless company operations.
Account Manager
Constellation Brands Canada
01.2015 - 01.2016
- Planned, coordinated and implemented sales strategy for West-Island of Montreal territory.
- Analyzed new business opportunities, negotiated additional spaces and introduced new products.
- Worked with clients to resolve issues; reestablished and fostered relationships with key decision makers.
- Managed, supervised, and evaluated a merchandising specialist.
Account Manager/Team Leader
Labatt Breweries
01.2014 - 01.2015
- Exceeded sales objectives with higher results (ranked top 10 province)/ Drove up sales (+6,000 metric cases) in underperforming territory.
- Negotiated extra space (+Market Share) versus competition and executed key promotions.
- Managed a team of 5 merchandising specialists.
Education
Canadian Securities Course (CSC) -
Canadian Securities Institute (CSI)
Montreal, Quebec01.2017
Bachelor of Commerce, Finance Major -
Concordia University, John Molson School of Business
Montreal, Quebec01.2010
DEC, Sports Marketing & Management -
Champlain Regional College
St-Lambert, Quebec01.2007
Skills
- Business Growth and Marketing Strategies
- Process Optimization
- Critical Thinking
- Strategic Planning
- Consultative Sales Approach
- Service-Driven Sales
- Sales Pipeline Management
- CRM Software
- National Account Management
- Problem-Solving
- Business Growth Initiatives
- Develop Business Structures
Languages
English
Native or Bilingual
French
Native or Bilingual
Timeline
National, District Vice-President for Group Plans
Mackenzie Investments
07.2023 - Current
Eastern Canada, District Vice-President for Group Plans
Mackenzie Investments
04.2022 - 06.2023
National Sales Representative for Group Plans
Mackenzie Investments
05.2018 - 03.2022
Inside Wholesaler Development Program
Mackenzie Investments
01.2018 - 05.2018
Client Relations Representative
Mackenzie Investments
12.2016 - 05.2018
Account Manager
Constellation Brands Canada
01.2015 - 01.2016
Account Manager/Team Leader
Labatt Breweries
01.2014 - 01.2015
Canadian Securities Course (CSC) -
Canadian Securities Institute (CSI)
Bachelor of Commerce, Finance Major -
Concordia University, John Molson School of Business
DEC, Sports Marketing & Management -
Champlain Regional College
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