Summary
Overview
Work History
Education
Skills
Timeline
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Vince Aldrich

Vince Aldrich

Prescott,ON

Summary

Performance-oriented Sales Leader offering exceptional record of achievement over 20+-year career. Passionate about transforming territory sales and marketing programs. Demonstrated track record of aligning sales and marketing initiatives to influence buying decisions. Resolves complex solutions and implements data-driven recommendations. Skilled in learning and adapting to changing environments in competitive landscapes. Understands customer needs and provides optimal solutions.

Overview

21
21
years of professional experience
1
1
Certificate

Work History

District Manager

CFIB
08.2022 - Current
    • Traveled throughout assigned territory to leverage leads and visit existing customers.
    • Worked effectively with members to coordinate effective solutions to any question or concern.
    • Acted as a trusted advisor to small business owners, offering expert guidance on advocacy issues, government regulations, and industry trends
    • Developed and executed district-level strategies to achieve membership growth, revenue targets, and member satisfaction goals.
    • Managed over 400 accounts within Brockville and Kingston territories.
    • Kept Small- Medium Business owners in compliance with local, provincial and federal regulations.

Mortgage Broker

Independent Mortgage Agent
01.2015 - 01.2022
  • Achieved a 95% mortgage approval rate by carefully assessing client financial profiles and matching them with suitable mortgage options
  • Conducted comprehensive market research to identify competitive mortgage rates, terms, and conditions, ensuring clients receive the most favorable options available.
  • Presented multiple mortgage proposals to clients, providing clear explanations of the terms, interest rates, repayment structures, and associated costs.
  • Managed the mortgage application process on behalf of clients, liaising with lenders, gathering necessary documentation, and guiding clients through each step until loan approval is obtained.

Banking and Mortgage Consultant

Manulife Bank
01.2013 - 01.2015
  • Successfully closed 50+ mortgage deals in a year, resulting in over $10 million in funded mortgages.
  • Assisted clients in understanding and selecting suitable banking and mortgage products offered by Manulife Bank, providing expert guidance and advice throughout the process.
  • Conducted thorough financial assessments to evaluate clients' borrowing needs, income, expenses, and creditworthiness, ensuring the recommendations align with their financial goals and capabilities.
  • Presented various mortgage options, including fixed-rate and variable-rate mortgages, explaining terms, conditions, and repayment structures to help clients make informed decisions.
  • Collaborated with clients, real estate agents, and lawyers to facilitate smooth mortgage application and approval processes, ensuring all required documentation is accurate and submitted in a timely manner.

Financial Advisor

Sun Life Financial
01.2007 - 01.2013
  • Managed a portfolio of 100+ clients, resulting in a 25% increase in assets under management within two years.
  • Provided personalized financial advice and solutions to clients, helping them achieve their financial goals.
  • Conducted comprehensive financial needs assessments and developed customized financial plans.
  • Recommended appropriate investment products and insurance solutions from Sunlife Financial's portfolio.
  • Monitored and reviewed clients' investment portfolios, providing proactive recommendations.
  • Built and nurtured strong client relationships through open communication and exceptional service.
  • Collaborated with a team of financial professionals to provide comprehensive financial advice.

Business Developer

Tomahawk Technologies Inc
01.2004 - 01.2006
    • Developed and closed key partnership agreements with three major industry players, resulting in a 40% increase in market share.
    • Successfully identified and cultivated new business opportunities for Tomahawk Technologies Inc., resulting in a significant increase in client base and revenue.
    • Conducted thorough market research and analysis to identify target industries, key stakeholders, and potential customers, enabling focused and strategic business development efforts.
    • Leveraged strong networking skills to establish and nurture relationships with decision-makers, industry influencers, and potential clients, effectively expanding the company's professional network.
    • Developed and executed comprehensive business development plans, incorporating strategies for lead generation, client acquisition, and market penetration.
    • Collaborated closely with cross-functional teams, including sales, marketing, and product development, to align business development initiatives with company objectives and ensure seamless implementation.

Sales Associate

Donnelly Pontiac Buick
01.2003 - 01.2004
    • Successfully increased sales revenue by 25% within the first year through effective lead generation and business acquisition strategies.
    • Assisted customers in the selection and purchase of Pontiac and Buick vehicles, providing expert product knowledge and guidance throughout the sales process.
    • Built and maintained strong customer relationships, ensuring a high level of customer satisfaction and repeat business.
    • Conducted thorough needs analysis to understand customers' preferences, budget, and requirements, offering tailored solutions and vehicle recommendations.
    • Demonstrated vehicle features, performed test drives, and highlighted key selling points to showcase the benefits of Donnelly Pontiac Buick's product lineup.
    • Effectively communicated pricing, financing options, and incentives, facilitating transparent and informed decision-making for customers.
    • Utilized CRM systems and sales tools to manage customer information, follow up on leads, and maintain accurate records of interactions and sales activities.

Education

Client / Service course specializing inNetworking, Object Oriented Programming and Internet Technologies -

Praxis Training Institute
Ottawa, ON
02.1997

High School Diploma -

Ottawa Technical High School
Ottawa, ON
1986

Skills

  • Persuasive Negotiations
  • Business Growth and Retention
  • Sales Territory Management
  • CRM Software
  • Prospecting and Cold Calling
  • Profit Target Achievement
  • Client Rapport-Building
  • Professional Relationships
  • Business Management and Development
  • Organizational Skills

Timeline

District Manager

CFIB
08.2022 - Current

Mortgage Broker

Independent Mortgage Agent
01.2015 - 01.2022

Banking and Mortgage Consultant

Manulife Bank
01.2013 - 01.2015

Financial Advisor

Sun Life Financial
01.2007 - 01.2013

Business Developer

Tomahawk Technologies Inc
01.2004 - 01.2006

Sales Associate

Donnelly Pontiac Buick
01.2003 - 01.2004

Client / Service course specializing inNetworking, Object Oriented Programming and Internet Technologies -

Praxis Training Institute

High School Diploma -

Ottawa Technical High School

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