World Financial Group, Calgary (WFG)Business Development Manager
May. 2009 - Mar. 2011Nova Scotia, CanadaDelivered financial planning, commercial mortgages, residential mortgages, leasing and loans to small businesses in Nova Scotia, typically tailoring unique transactions not possible through large financial institutions. • Consistently achieved the best value for the client even in difficult situations, facilitating financing on behalf of client to improve business results / landscape / etc.
• Trained 7-9 people to increase individual expertise and grow business streams through cold calling, networking, marketing, business plan building, and presentations.
• Recognized as #6 over 20,000 agents in North America for top sales in 1st quarter of 2011 and recognized with “Rising Star” award in 2010 for outstanding new talent.