Samuel Toby Email & Phone Number

Toronto, Ontario, Canada

Greater Toronto Area, Canada

Toronto, Canada Area

This position has brought forward an opportunity that allowed me to explore the financial industry, in relation to exploring the daily operations of an online brokerage firm. As an emerging fin-tech firm Questrade has been rapidly growing and acquiring a vast number of new clients. Being placed in a client facing role has taught me how to acquire new clients, manage the sales pipeline, follow up with leads, and overall close new business. This role has trained me to explore new aspects of client and representative relations--in learning to understand capital markets, consumer request, market competition--all in order to pitch Questrade as a market leader in the industry. All in all, this role has also taught me the following:- The New Accounts department's role is to convert leads and prospects to clients through strategic selling techniques. - Worked on effectively selling/persuading clients to open accounts with Questrade and facilitate their account opening experience. - managed to carry a sales quota and how the sales pipeline functions - Used up-selling, cross-selling, inbound communication, outbound communication all in efforts to push sales.- Extensively trained for two weeks in financial services, financial markets, financial securities, as well as trained in financial compliance. - Set up Leads/clients with Self-directed and Managed Investment accounts - Converting leads to full accounts setup, making 50+ phone calls/day, and implementing sales strategies and processes that work- Coordinated with Compliance, Transfers, and Back office for account approvals

Tel Aviv Area, Israel

• Collecting and analyzed marketing and related financial date with the goal of increasing return on investments and maximizing sales revenues• Compile and validate data: reinforce and maintain compliance with corporate standards • Conducted market research and implemented marketing campaigns• Reported to senior management and assisted in training and motivating staff • Successfully created product tutorials and all social media platforms which resulted in an increase in international awareness of the company

Toronto, Canada Area

• Created the annual and monthly dealership sales forecasts by estimating total sales, gross and operating profits as well as expenses for the used sales • Coordinating the appropriate supply of used vehicles and ordering/acquiring vehicle inventory accordingly • Responsible for overseeing marketing obligations • Ensured compliance with OMVIC (Ontario’ Vehicle Service Regulator) by ensuring appropriate records are maintained• Attended to customer complaints and concerns, resulting in high customer satisfaction • Constantly analyzed the market conditions and made changes to sales strategies accordingly

Toronto, Canada Area

• Produced accurate reports and complete analysis to put forward suggestions to improve financial results, processes and business improvements• Provided analytics for forward looking vendor metrics and provide insight to support and/or recommend a perspective• Contributed to sales and profitability of assigned categories through analysis and performance data of key vendors• Analyzed business and market trends to recommend new strategies for increased vendor performance• Coordinated regular meetings with Category Merchants in order to provide presentation level views of performance and strategy

Toronto, Canada Area

• Active involvement in daily operations of the camp • Assist with planning, organizing, and budgeting camp programs and trips • Ensured inventory and supplies were fully stocked by creating weekly schedules • Assist with registering campers and maintained registration records • Active involvement and supervision of the sports department • Review, complete, and follow up on incident reports and report to the camp supervisor

Trsm Bachelor Of Commerce (B.Comm), Major Law And Business

The Business Management program has the strongest integration of law and business amongst all Bachelors of Commerce programs in Canada..

Ontario Secondary School Diploma

Salesperson, Automotive Sales