Jonathan Cheng Email & Phone Number

- Led parents through the registration of post-secondary education grants, ensuring they fully utilize programs like the Canada Education Savings Grant (CESG) and the Canada Learning Bond (CLB).- Developed personalized savings strategies for clients, helping them optimize Registered Education Savings Plan (RESP) contributions to meet their financial goals.- Consistently exceeded sales targets by converting inbound and outbound leads into new business, driving revenue growth and increasing assets under management.- Executed targeted outbound calling campaigns, leveraging lead generation tactics to expand client base and close sales efficiently.

- Generated leads through door-to-door visits, consistently meeting or exceeding set targets- Managed the full sales cycle, from prospecting to closing, ensuring seamless onboarding of new clients- Led strategic sales plans for the Tri-Cities area, resulting in increased sales and market share- Nurtured strong client relationships, effectively communicating the value proposition of IOT PAY's products- Presented comprehensive product knowledge to address client needs and concerns, driving successful conversions

Burnaby, British Columbia, Canada

- Analyzed the needs of customers and competitor data to offer clients optimal products- Effectively surpassed every monthly sales target while receiving positive client feedback- Carried out store management duties while following standard procedure- Excelled in B2B lead sales conversion for Roger’s small business clientele and exceeding business revenue metrics- Guided new associates through sales and on-boarding training

Burnaby, British Columbia, Canada

- Handled B2B sales for Bell’s clients with a specialization in the food and retail industry- Implemented the team’s small business sales strategy and led the lead to customer process- Mentored and trained junior colleagues that were interested in transitioning from personal sales to business sales- Achieved monthly targets and projections for lead conversion and small business revenue- Surpassed learning, growth and performance expectations resulting in a promotionwithin six months

- Opened and closed the till and store while ensuring that proper store procedures are followed- Provided customer feedback to upper management to help curate inventory- Led a team of sales associates and trained new staff to achieve monthly store sales goals- Established a network of clients for efficient sales based on client product tastes- Exceeded monthly targets resulting in a promotion within seven months