SARMAD HASSAN
Mississauga
Summary
Result-driven Financial Services Representative with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Debtsolvers Canada
01.2024 - Current
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Reduced debt levels for financially distressed clients through careful evaluation of debt consolidation options or refinancing strategies.
Mortgage Agent Level 1
The Mortgage Outlet
01.2023 - Current
- Managed high volume of business through expert handling of appointments, communications and contracts
- Enhanced sales chances through attractive staging and photography
- Identified clients through social media marketing and personalized engagement
- Advised clients on market conditions, prices, mortgages, legal requirements, and related matters
- Reviewed contracts before signing to ensure they met client's objectives and expectations
- Followed up with past clients regularly to maintain rapport and referrals.
Team Leader/Senior Sales Representative
The Directory Guys
04.2020 - 12.2023
- Supervised teams and individuals, giving feedback on performance and setting goals for improvement
- Coached new employees struggling with specific tasks
- Set clear expectations for team members regarding their responsibilities
- Determined customers' needs based on sales calls and face-to-face meetings
- Overcame objections with successful product demonstrations and persuasive communication skills
- Upsold products and services to satisfy customers and generate repeat business.
Education
Associates Degree - Business Economics
Sheridan College, Hazel McCallion Campus
Mississauga, ON08.2021
High School Diploma -
Applewood Heights Secondary School
Mississauga, ON06.2019
Skills
- Confident
- Resilient
- Relationship Building
- Effective communication
- Critical Thinking Skills
- Motivational leadership
- Sales expertise
- Relationship Management
- Decision making
- Problem solving
- Goal setting
- Microsoft Teams
- Microsoft Dynamics 365
- Microsoft Forms
- Financial Services
- Cash Management
- Cash Handling
- Customer Relationship Management
- Financial Product Sales
Certification
- Mortgage Agent License
- CSC ( Canadian Securities Course ) Certificate
Quote
Winners don't quit and quitters don't win
Awards
Highest Revenue producer & first team leader for The Directory Guys Canada
Timeline
Financial Services Representative
Debtsolvers Canada
01.2024 - Current
Mortgage Agent Level 1
The Mortgage Outlet
01.2023 - Current
Team Leader/Senior Sales Representative
The Directory Guys
04.2020 - 12.2023
Associates Degree - Business Economics
Sheridan College, Hazel McCallion Campus
High School Diploma -
Applewood Heights Secondary School
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