David Li Email & Phone Number

After $250K cash collected in B2C and B2B remote sales, managing $50M+ accounts in banking, and launching two successful consulting/coaching programs, I've seen countless 'marketers' and 'salespeople' come and go.My thesis is that people and businesses that only care about quick cash and revenue will eventually be outlived and outrun by those who prioritize people, products, customer experience, and delivering results. In the long term, revenue and profits are the default outcome and byproduct of the positive impact one makes in the world.Therefore - my goal is to join an organization where customer experiences and result delivery are the top priorities. To grow with a company that values people over profits. To help said company AND their clients thrive and become successful using my skills and experiences in sales, marketing, relationship management, and problem-solving. Highlighted Skills:1 - With strong EQ and critical thinking, I held 1:1 conversations with my clients’ audiences to uncover their pain points, struggles, and needs. Then I leveraged these data to structure my clients’ offers and programs. This led to $30K/month for one client and $50K in 16 days for another.2 - I held 80% of the communication between my clients' fulfillment and their customers. Despite unexpected situations, we kept refund rates combined to less than 3%. 3 - Not only did I have to impress my prospects and clients at the very first interaction as a Banker I had to continuously demonstrate that I care about their accounts as much as my own by initiating, checking in, and communicating with clear expectations. So that my clients TRUST me with their life savings, retirement funds, and the biggest assets and liabilities in their lifetime.4 - Built win-win relationships with all of my COIs (managers, partners, and associates). My clients were the biggest beneficiaries of this. Whenever they needed anything - I knew exactly who to speak to and refer to. The healthy relationships led to high NPS and revenue growth in every business I worked for.Career Highlights:* Top Credit Card salesperson nationwide in Canada.* Grew bank book by $25-55M yearly across accounts, investments, and mortgages.* Revamped real estate coaching program to $30K/month.* Launched Business Consulting program, $50K sales in 16 days.* Collected $250K cash for B2C and B2B as a sales rep with a 35-50% close rate.Looking for like-minded individuals and potential business connections here on LinkedIn. Feel free to send me a message and let's connect. 🤝🤝

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  University Of Ontario Institute Of Technology

  Accounting And Finance