Results-focused New Business Development Leader & M.B.A. Candidate specializing in creating strategic initiatives, driving financial growth, analyzing key markets, partnering with diverse stakeholders, providing world-class client relations, and cultivating a strong brand image eager to offer 6+ years experience toward maximizing an employer s success.

 

 

         Top performer with solid knowledge of domestic and international financial markets with an emphasis on California s economy.

         Out-of-the-box thinker who excels at delivering products / services, developing valuable partnerships, and developing goals to achieve organizational objectives, along with overseeing wide-ranging initiatives in coordination with multiple stakeholders.

         Excellent communicator who seamlessly interfaces among all business representatives and clientele through to executive level.

 

 

Strategic Analysis / Planning    Network / Alliance Building   Multi-Product Merchandising

Core Investment Planning    Multi-Territory Market Growth    Short- / Long-Term Business Plans

Client / Business Relations    California Economic Market    Product / Services Marketing

 

         Utilize broad scope of industry knowledge to empower clients to achieve short- and long-term goals via Fidelity s financial planning process and tools, including initiating key customer relationships and actively developing new business opportunities.

         Demonstrate abilities in client-centric approaches to success via completion of rigorous, multiyear consultative sales training.

         Interface among all levels of business representatives and clientele to efficiently leverage appropriate partnerships.

         Boost bottom-line results by effectively executing local and national marketing campaign initiatives.

 

         Maximized asset accumulation and business retention by advising clientele on services best suited for individual needs, including developing valuable relationships with new and existing customers and contributing value of products and services.

         Expertly networked among external businesses to match client financial requirements with independent advisors.

         Achieved Quarterly Excellence Award for asset growth and managed money.

 

         Strategically steered financial services success by managing client relationships and providing critical advisement and portfolio recommendations based on proficient understanding of customer financial circumstances, investment objectives, and goals.

         Built and sustained substantial profit growth by offering clients diverse products and services, including mutual funds, equities, fixed income products, alternative investments, separately managed accounts, banking, and mortgages.

         Executed equity trades for clients, and supported comprehensive administrative tasks (i.e. account openings / closings).

 

         Met and / or exceeded goals by aggressively directing product merchandising in large-volume, local market stores (i.e. Ralphs, Gelson s, Vons), including maintaining high-level execution via consistent orders and efficient route sales / deliveries.

         Contributed strong communication skills toward developing store-level buyer relationships, along with managing productivity attainment and analysis, and setting sales and distribution priorities using functional knowledge and business acumen.

         Optimized revenue by creating an appealing store environment through the implementation of profit-driven merchandise displays.

 

 

M.B.A. (In Progress), California State University, Los Angeles                    B.A., History, West Texas A&M University

 

~ Securities Licenses 7 & 66 • California Health & Life Insurance ~

 

 

 

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Hiring Agent Name

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Company Name

Address

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Dear__________________:

 

I am currently seeking a challenging [ Insert Job Title ] role, and am submitting my resume for your review.

 

I am excited to build a rewarding career with your company, and am confident that my professional skills can help to achieve your key objectives.  I can offer 6+ years of solid experience in Domestic / International Financial Markets, Strategic Planning / Analysis, Network / Alliance Building, Multi-Territory Market Growth, and Core Investment Planning, and am well-versed in all facets of Multi-Product Merchandising, Short- / Long-Term Business Plans, and Client / Business Relations.

 

To complement my background, please note that I am pursuing a rigorous M.B.A. degree from California State University, Los Angeles.  I also hold a B.A. in History from West Texas A&M University.

 

Currently, as an Investments Representative for Fidelity Investments, I utilize my broad scope of industry knowledge to empower clients to achieve short- and long-term goals via Fidelity s financial planning process and tools, including initiating key customer relationships and actively developing new business opportunities.  I also demonstrate talents in client-centric approaches to success from completing rigorous, multiyear consultative sales training, and boost bottom-line results by effectively executing local and national marketing campaign initiatives.

 

As a previous Sales / Marketing / Merchandiser for Pepsi Company, I met and / or exceeded sales goals by aggressively directing product merchandising in large-volume, local market stores (i.e. Ralphs, Gelson s, Vons), including developing strong store-level buyer relationships.  As this is just a sampling of my job history, please kindly refer to my enclosed resume for additional experience.

 

You will find me to be a solutions-oriented professional who can contribute superior attention-to-detail and sharp analytical abilities.  In addition, I can plan, delegate, and complete multiple tasks within deadline-driven environments while streamlining business processes to increase productivity, efficiency, and quality.  For the sum of these aforementioned reasons, I believe I will prove to be an incredible asset to your team.

 

I look forward to hearing from you, and thank you in advance for your consideration.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy