Summary
Overview
Work History
Education
Certification
Timeline
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WILLIAM LEE

Toronto,ON

Summary

I am seeking an Inside Sales Representative position where strengths in communication, writing, and organizational skills to drive sales and grow Dynamic Funds' assets under management. A detail-oriented individual dedicated to continuous learning and development of sales skillset. Ready to implement and build upon company values and ideals. Completed the Canadian Securities Course in 5 months to further strengthen expertise in the financial services industry.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Sales Associate

Anytime Fitness
05.2022 - Current
  • Worked in partnership with three Wholesalers and three Inside Sales
  • Representatives to service investment advisors across Ontario
  • Provided key contributions to sales team by ensuring smooth operation and execution of various sales initiatives
  • Extensive use of Morningstar Workstation to generate competitive analysis for team to leverage with Investment Advisors
  • Worked with fellow sales team members to achieve regions’ sales targets
  • Engaged clients in friendly, professional dialogue to determine needs
  • Assisted teammates with sales-processing tasks to meet daily sales goals

Marketing Sales Associate

10.2019 - 12.2021
  • Led email & outbound call outreach to secure B2B partnerships, and secured sponsorship from Bio Steel for all gym members
  • Executed top membership sales on team - Upselling gym clients to be Personal Training clients and handling client retention

Business Development Representative

Infinite Group
09.2020 - 12.2020
  • Field Sales of X partner brand products such as Planter's Peanuts or Saputo Foods
  • Worked on team of 5 to cover GTA
  • Pilot-tested selling at universities, products were very successful among students leading to universities becoming a core part of the company's sales

Sales Associate

04.2018 - 08.2018
  • Sold $40K worth of car cleaning products, in a fast-paced, on-the-street environment ̵ Promoted from Sales Associate to Team Lead two months earlier than average – Involved in hiring new Associates and training new hires
  • Built live product demo strategy to educate consumers
  • Handled full sales cycle including outreach, pricing, closing, and follow- ups

Education

Bachelor of Commerce - Business Commerce, Marketing

York University
Toronto, ON
04.2022

Certification

Professional Certifications Canadian Securities Course (CSC) - 2023

Timeline

Sales Associate

Anytime Fitness
05.2022 - Current

Business Development Representative

Infinite Group
09.2020 - 12.2020

Marketing Sales Associate

10.2019 - 12.2021

Sales Associate

04.2018 - 08.2018

Bachelor of Commerce - Business Commerce, Marketing

York University
Professional Certifications Canadian Securities Course (CSC) - 2023

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