Rita Maalouf
Edmonton,Canada
Summary
As an experienced Sales Manager with strong recruiting and sales skills, I bring a wealth of expertise to the table. I am a Certified Financial Planner (CFP) with a proven track record of success, having been named a Convention Winner for three consecutive years. Most recently, I led my team to national prominence, earning the Excellence Cup for 2024 by ranking as the #1 team in the country. My areas of expertise include team leadership and development, territory management, revenue generation, and sales strategy implementation. I excel at building and maintaining relationships with corporate partners, providing comprehensive financial planning and advisory services, and leveraging technology, such as Salesforce CRM, for effective activity management and reporting. My consistent top performance and ability to drive results make me a valuable asset in the competitive world of sales and financial services.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Business Development Partner
Sunlife
Edmonton, AB
02.2022 - Current
- Manage staffing resources, including hiring, training, coaching, and scheduling.
- Developed sales strategies to enhance market presence and drive revenue growth.
- Managed a team of sales representatives to achieve daily sales targets.
- Built relationships with key clients to foster long-term partnerships and loyalty.
- Analyzed sales data to refine tactics and improve overall team performance.
- Developed comprehensive financial plans for high-net-worth clients.
- Managed daily operations of sales department, including supervision of staff members.
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
- Collaborated with estate planners to create effective wealth transfer strategies.
Business Development Manager
ATB
Edmonton, AB
05.2021 - 02.2022
- Participated in a pilot program with the Mobile Team at ATB Financial, focusing on mobile and digital banking.
- Brought banking services to clients' preferred meeting locations, and digitized connections via video and telephone conferences.
- The strategy expanded province-wide, evolving into the Acquisition Team.
- Built strong relationships with new clients, aligning banking with personal goals.
- Specialized in business banking, supporting entrepreneurs with appropriate account setup and payroll system implementation.
- Business lending solutions connect business owners to support local business growth and community networks. COVID-19 accelerated video conferencing use, enabling more client and partner connections.
- Strengthened the framework to make banking more accessible and client-focused.
Business Development Manager
Home Equity Bank
Edmonton, AB
10.2018 - 04.2021
- Responsible for delivering established sales targets, and active territory management.
- Generated revenues and achieved individual, team, and organizational quotas, while also contributing to sales strategy by defining and implementing plans to achieve sales objectives.
- Closed sales by effectively managing the sales process from first contact to funding, while managing the involvement of third-party participants within my specialized market.
- Developed and maintained referral-producing relationships with established corporate partners through frequent product-awareness presentations and regular branch/site meetings.
- Ongoing development of product knowledge, sales skills, and sales/relationship management techniques.
- Managed relationships in the territory via Salesforce. Responsible for providing sound activity management reports.
Senior Mortgage Specialist
Royal Bank of Canada
Edmonton, AB
11.2009 - 09.2018
- Analyzed mortgage applications to ensure compliance with regulatory guidelines.
- Provided expert advice to clients on mortgage products and solutions.
- Conducted financial assessments to determine borrower eligibility and risk factors.
- Collaborated with underwriters to facilitate timely loan processing and approvals.
- Developed and maintained strong relationships with real estate agents and clients.
- Participated in training sessions to stay updated on industry trends and regulations.
- Provided guidance to junior staff on all aspects of mortgage lending process.
- Recognized as a top performer, and awarded for outstanding contributions.
Personal Banker
Royal Bank of Canada
Edmonton, AB
11.2004 - 11.2009
- Assisted clients with account inquiries and transaction processing.
- Evaluated customer needs to recommend suitable banking products.
- Built relationships with clients to enhance customer loyalty and satisfaction.
- Facilitated loan applications and mortgage processes for clients.
- Educated clients on online banking tools and services available.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
Education
Certified Financial Planner - Financial Planning
FP Canada
EDMONTON, ALBERTA02-2025
Life Insurance Qualification Course - Insurance
Advocis
Toronto, ON02-2022
Investment Funds Course - Finance
IFSE Institute
Toronto, ON02-2022
Canadian Securities Course - Finance
Canadian Securities Institute
Toronto, ON08-2005
Bachelor of Science - Banking And Finance
Lebanese American University
Lebanon Affiliated With New York University06-2002
Skills
- Financial planning
- Investment analysis
- Customer relationship management
- Sales strategy development
- Team building
- Regulatory compliance
- Creative mindset
- Excellent sales techniques
- Excellent communicator
- Relationship building and management
- Training and mentoring
- Performance goals
- Sales and marketing
- Salesforce
- Sales coaching
- Territory management
- Insurance planning
- Investment strategies
- Tax planning
- Estate planning
References
Available upon request
Affiliations
I am deeply committed to giving back to the community. I actively volunteer my time and expertise to various local organizations, participating in initiatives that make a meaningful impact. Whether it's mentoring youth, supporting financial literacy programs, or contributing to charitable events, I believe in the importance of community engagement. This involvement not only allows me to make a positive difference but also enhances my understanding of diverse perspectives, which in turn enriches my professional approach and client relationships.
Languages
English
Professional
Arabic
Professional
Spanish
Limited
French
Elementary
Accomplishments
- Graduated with an Honor's degree from university.
Certification
- CFP ( Certified Financial Planner)
- Life Insurance Licensed
- Mutual Funds Licensed
References
References available upon request.
Timeline
Business Development Partner
Sunlife
02.2022 - Current
Business Development Manager
ATB
05.2021 - 02.2022
Business Development Manager
Home Equity Bank
10.2018 - 04.2021
Senior Mortgage Specialist
Royal Bank of Canada
11.2009 - 09.2018
Personal Banker
Royal Bank of Canada
11.2004 - 11.2009
Certified Financial Planner - Financial Planning
FP Canada
Life Insurance Qualification Course - Insurance
Advocis
Investment Funds Course - Finance
IFSE Institute
Canadian Securities Course - Finance
Canadian Securities Institute
Bachelor of Science - Banking And Finance
Lebanese American University