Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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TAYLOR POOK

Vancouver,Canada

Summary


Dedicated and results-driven Sales Professional experienced in generating and managing client leads, analyzing financial data, building strong relationships and identifying solutions for client’s financial success. Utilizes effective communication and relationship-building techniques to enhance client engagement. Track record of collaborating with teams to achieve business goals and adapting strategies to meet evolving market demands.

Overview

8
8
years of professional experience

Work History

Senior Development Represntative

Klue
12.2024 - Current
  • Drive outbound prospecting efforts through strategic calls, personalized emails, and social selling to identify and engage high-value prospects.
  • Conduct 20-minute discovery calls to qualify leads, uncover pain points, and assess fit for Klue's solutions, ensuring a seamless handoff to Account Executives.
  • Consistently achieve or exceed monthly target of 6 new qualified opportunities by balancing pipeline management, follow-ups, and strategic outreach.
  • Collaborate closely with Account Executives to align on account strategies, share insights and optimize the sales cycle.
  • Maintain accurate and up-to-date records of prospect interactions and pipeline status in the CRM, supporting data-driven forecasting and team reporting.

Senior Funding Manager

Spring Financial
08.2017 - 12.2024
  • Ensuring timely and efficient closure of assigned deals, averaging 10-15 successful closes per day ranging from $1k-15k
  • Consistently meeting sales targets, upselling optional services and protection plans while maintaining a high funding percentage of 90% to drive business growth.
  • Leveraging my expertise in personal finance and credit to provide guidance, understanding and finding solutions to fit the clients needs
  • Walking clients through financial loan documents, explaining interest rates, payments and optional services while handling any objects that may occur

Education

Highschool Diploma -

Mission Secondary School
01.2013

Skills

  • Exceptional communication and interpersonal skills
  • Problem-solving abilities
  • Multitasking Abilities
  • Able to handle multiple calls at a time ensuring efficiency
  • Experienced in assessing financial statements and credit reports
  • Adaptable, thriving in fast-paced working environments
  • Cold calling
  • Closing deals
  • Social media outreach
  • Strategic prospecting
  • Salesforce proficiency
  • Lead qualification
  • Objection handling

Accomplishments

  • Consistently recognized as the top performer, maintaining the highest loan funding for multiple months, closing up to 320 loans
  • Acted as the key mentor and go-to trainer, supporting new team members and enhancing their performance
  • Exceeding performance metrics, consistently surpassing KPI targets

Timeline

Senior Development Represntative

Klue
12.2024 - Current

Senior Funding Manager

Spring Financial
08.2017 - 12.2024

Highschool Diploma -

Mission Secondary School

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