Candice Wall

Candice Wall Email and Phone Number

Finance Manager Steve Marshall Group- Focused on Exceeding Financial Targets, Driving Sales & Building Strong Relationships
Candice Wall's Location
Kelowna, British Columbia, Canada, Canada
Candice Wall's Contact Details

Candice Wall personal email

About Candice Wall

As a Finance & Insurance professional known for consistently exceeding targets, I have a proven track record in building instant rapport and finding solutions to protect our customers assets in a way that is suitable and tailored to each individual.I love leveraging my presentation skills through public speaking and teaching others, which is one of my passions. Combining my background in business administration with my dedication to client service and relationship management, I am committed to cultivating key relationships in the industry. I am also passionate about working with others and empowering them to succeed, and love fostering cultures of collaboration through learning, effective communication, and mutual support.I prioritize customer needs and get excited about tailoring the right solution for my clients and consistently receive above average ratings for the Customer Satisfaction Index (CSI) and build additional value through client loyalty.My Strengths► Adaptable & Agile - I’m like a chameleon and love the challenge of new environments► Results Oriented - My proactive nature and ability to thrive under pressure gets top results► Rapport Building & Trust - Connecting with people authentically is my jam ► Competitive - Driven to exceed expectations and go where no one’s gone beforeI have full proficiency in the following• CDK• One-Eighty• NNANET• LGM • Dealertrack• First Canadian• Prime and Non-Prime Lending•

Candice Wall's Current Company Details

Finance Manager Steve Marshall Group- Focused on Exceeding Financial Targets, Driving Sales & Building Strong Relationships
Candice Wall Work Experience Details
  • Steve Marshall Group
    Finance Manager Steve Marshall Vernon Nissan
    Steve Marshall Group Sep 2014 - Aug 2024
    Vernon, British Columbia, Canada
  • Sentes Automotive
    Finance Manager - Sentes Automotive Kelowna/Vernon Bc
    Sentes Automotive Sep 2014 - Dec 2023
    Kelowna Bc Canada
    Building rapport quickly having strong sales presentations and establishing a win-win between the customer, dealership and lending institution is a key part of the role. This position is a mix of organization, attention to detail, funding legal contacts with a huge emphasis on sales, overcoming objections, the ability to read customers, exceeding targets and comfort working under pressure.Extensive knowledge of vehicle service contracts, lease end protection, cosmetic… Show more Building rapport quickly having strong sales presentations and establishing a win-win between the customer, dealership and lending institution is a key part of the role. This position is a mix of organization, attention to detail, funding legal contacts with a huge emphasis on sales, overcoming objections, the ability to read customers, exceeding targets and comfort working under pressure.Extensive knowledge of vehicle service contracts, lease end protection, cosmetic protection, bank lending requirements, insurance offerings along with confidence and ability to think quick and tailor presentations to various customers needs is essential to the role. Show less
  • Hyatt Hotels Corporation
    Food And Beverage Attendant Melbourne Austrailia
    Hyatt Hotels Corporation 2013 - 2014
    Melbourne, Australia
    • Provided professional, efficient service at all times following Grand Hyatt Melbourne’s Standards of Performance
  • Walt Disney World
    Cultural Representative Orlando Florida
    Walt Disney World Mar 2012 - Mar 2013
    Orlando, Florida Area
    Not everyone can say they got to work at ‘The Happiest Place on Earth”! What an experience, working with people from all around the world at Epcot. I got to learn about many different cultures and developed life-long friendships. Disney has world-renowned training and customer service.Attended Disney University to learn how to create magical moments for our guests and life long memories.Integrated with many cultures from all around the world. This program really takes you out of… Show more Not everyone can say they got to work at ‘The Happiest Place on Earth”! What an experience, working with people from all around the world at Epcot. I got to learn about many different cultures and developed life-long friendships. Disney has world-renowned training and customer service.Attended Disney University to learn how to create magical moments for our guests and life long memories.Integrated with many cultures from all around the world. This program really takes you out of your comfort zone and expands your horizons.• Member of Disney’s world-renowned training and customer service team. • Attended Disney University to learn how to create seamless, outstanding experiences for guests from cultures around the world. Show less
  • Edward Jones
    Financial Advisor Kelowna Bc
    Edward Jones Oct 2008 - Oct 2010
    Kelowna Bc Canada
    In my role as Financial Advisor I was interested in creating long-term investment opportunities focusing on the conservative long-term investor. My time was distributed between client meetings, seminars, introducing myself to new potential clients in the community and networking activities including starting a networking group.It was my job to manage existing relationships as well as grow my book of business always exceeding company standards. I was also responsible for managing the… Show more In my role as Financial Advisor I was interested in creating long-term investment opportunities focusing on the conservative long-term investor. My time was distributed between client meetings, seminars, introducing myself to new potential clients in the community and networking activities including starting a networking group.It was my job to manage existing relationships as well as grow my book of business always exceeding company standards. I was also responsible for managing the branch office administrator and running the office. This was a challenging and rewarding role with many mentors and much support and training. My favorite part of the role was the client meetings and seminars. I love public speaking and working with different people on both and individual and group basis. Helping people and explaining concepts in a way that is easy to understand is a rewarding experience.• Created long-term investment opportunities focusing on the conservative, long-term investor. • Accountabilities were distributed between client meetings, seminars, building relationships with new potential clients in the community, managing existing relationships, and pursuing networking activities which included starting a networking group. Show less

Candice Wall Skills

Customer Service Management Strategic Planning Marketing Financial Analysis Sales Management Microsoft Excel Public Speaking Social Media Social Media Marketing Investments Microsoft Office Team Leadership Accounting Strategic Financial Planning Mutual Funds Leadership Finance Wealth Management Financial Planning Retirement Planning

Candice Wall Education Details

Frequently Asked Questions about Candice Wall

What is Candice Wall's role at the current company?

Candice Wall's current role is Finance Manager Steve Marshall Group- Focused on Exceeding Financial Targets, Driving Sales & Building Strong Relationships.

What is Candice Wall's email address?

Candice Wall's email address is ca****@****ail.com

What schools did Candice Wall attend?

Candice Wall attended The University Of British Columbia, Okanagan College.

What are some of Candice Wall's interests?

Candice Wall has interest in Animal Welfare, Environment, Health.

What skills is Candice Wall known for?

Candice Wall has skills like Customer Service, Management, Strategic Planning, Marketing, Financial Analysis, Sales Management, Microsoft Excel, Public Speaking, Social Media, Social Media Marketing, Investments, Microsoft Office.

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