Samson Solomon Email & Phone Number

Toronto, Ontario, Canada

Providing mortgage expert consultation to enhance Nesto's SEO exposure and user experience.

Toronto, Ontario, Canada

Manage inbound and outbound customer calls to effectively sell mortgages and other products.Develop good understanding of consultative sales techniques.Real-time interacting and testing with Back-End and Front-End developers to create proprietary software for mortgage life cycle.Using Salesforce Lightning for proactively prospecting, managing and closing sales.Maintain broad knowledge of lending products/solutions.Educate customers about available loan products, rates, policies, underwriting requirements, and loan procedures.Collect and analyze financial and credit information from customer in order to determine suitable loan program.Provide post-sale customer service and interaction for any queries/issues/concerns.Maintain strong relationship with clients to develop new business opportunities and sales growth.Gather and analyze documents required for loan approval, closing, etc.Maintain and manage customer and their mortgage information accurately.

Toronto, Canada Area

Responsible for selling mortgage products from a variety of lenders and institutionsDaily prospecting and relationship management with Circles of Influence (COI)Organic growth of an extensive and qualified pipelineKeeping up to date on new products, services, procedures and tools by attending training and departmental meetings.Proactively manage opportunities with existing and prospective customers through all stages of the sales cycleCoordinate sales and support efforts with underwriting, administration, insurance, and other departments as neededUpdate all sales activity in the corporate CRM system and prepare reports as required by the Regional Manager.Establish ongoing rapport using strong interpersonal and communication skills with existing and potential customers.Demonstrated track record of consultative sales by increasing YoY personal goals during a slowdown due to the pandemic.Highly organized with the ability to prioritize and paying strong attention to details.

Toronto, Canada Area

Managed an assigned portfolio of high value and complex small business owner relationships to achieve retention as a community small business advisor with 3 locations in Downtown Toronto.Created a strong presence within the local business community by developing strategic relationships with various Centres of Influence (COIs)Proactively engaged with new and existing clients to build strong, ongoing relationships and provide comprehensive advice, enabling them to build successful businessesPartnered with fellow personal financial advisors to provide a holistic customer centric environment.

Toronto, Canada Area

During this time I also held Teller/CSR, personal banking officer, financial advisor positions leading up to the Senior Financial Advisor which I held for the last 5yrs out of the 18yrs to round out my experience on the personal side of retail banking.As a Senior Financial Advisor I took a proactive approach to discovering customer needs with attention to detail.Educating clients, providing relevant insights and expert advice.Building, managing and reviewing personalised financial plans for clients.Nurtured strong, long-standing relationships to grow the book of business from 400 to 600 families.Developed, retained and grew the branch business by delivering individual and team sales goals that supported a positive customer experience.

Diploma In Financial Planning, Financial Planning And Services

RFRA

Ific, Financial Planning And Services

Aerospace, Aeronautical And Astronautical Engineering

High School