Alan van

Background

About Alan van

Dynamic business professional with a passion for financial services, sales, advisory roles, and customer service. I am an individual with a strong relationship orientation and pride myself on being able to build long and beneficial relationships with various clients. This factor has allowed me to excel throughout various roles in my career while also climbing the corporate ladder. I have created multiple business opportunities, lending strategies and provided advice on various products. I also have a track record of documented customer success due to the thorough understanding and knowledge of products and the ability to prioritize client needs. Furthermore, I am a proactive problem solver with an extensive history in customer relations and sales. Having worked in various levels of middle management and self-management, I am able to strive in both independent and group environments. Overall, I have developed many transferable skills like being a strong leader, excellent motivational skills, being personable, and always willing to learn and take on new challenges. Career Spotlight: •Beam Spotlight Award Winner in Q4 2015, Q1 2016, Q2 2016 and Q2 2017 •Achieved highest sales in team for 2015 with 195% for sales revenue and awarded ‘Perfect Attendance’ rating 2015 and 2016 assessment •Rewarded ‘High Customer Experience’ in 2017 assessment. Including over 80% renewal rate and retaining business within BMO •Achieved Highest BMO Customer Satisfaction Score with 110% and generated top sales revenue on Lending Team of $2.6m in 2016