Manage wholesaler distributor accounts in the Southwestern Ontario region

Establish monthly store visitsDevelop relationships with Department Manager, Buyer, Demo Coordinator and Store LeadershipConduct staff trainingCommunicate and help deliver merchandising strategies with stores based on National and Regionalpromotional plansManaged account advertising budgets, promotional plans, and merchandising plansSecured prominent, eye-level shelf placement in each product category at store levelIdentified cross-merchandising opportunities throughout the storeTalk with end consumers at store level to educate and assist stores in selling Vega productsAnalyzed trade spend reports to ensure efficient and effective use of trade spend dollars to maximizesales growthRecruit demo staff and analyzed demo reports to ensure effective product demos.Created reports outlining sales promotion recaps and store performancesAnalyzed reports to identify areas of opportunity and threatsWorked trade shows and special events

Manage a territory of four hundred accounts and maintain customer base.Produce referrals and acquire new clients within designated territoryFull line sales Representative; sales of all products offered by Pitney Bowes Canada.Promoted to senior level account manager within my first yearTraining of new representatives

Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients onan ongoing basisContact clients periodically to determine if there have been changes in their financial status.Interview clients to determine their current income, expenses, insurance coverage, tax status,financial objectives, risk tolerance and other information needed to develop a financial plan.Conduct seminars and workshops on financial planning topics such as retirement planning, healthinsurance and the evaluation of severance packages.Analyze financial information obtained from clients to determine strategies for meeting clientsfinancial objectives.Review clients accounts and plans regularly to determine whether life changes, economic changes, orfinancial performance indicate a need for plan reassessment.