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yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx • abc@xyz.com
career objective
driven professional seeking a challenging position as a retirement services representative, where expertise in financial services, account management, and nasd licenses will prove instrumental to company success.
profile
- talented professional offering over 13 years of solid and progressive financial experience, including expertise within account services, financial sales, and customer support capacities.
- adept at blending strong decision-making abilities with outstanding organizational skills, solid leadership attributes, and successful interpersonal relationship-building techniques.
- apply sharp problem-solving proficiencies, intelligent business acumen, and cost-effective strategies, along with exceptional written and verbal communication skills, to any professional environment.
- dynamic communication, presentation, negotiation, and diplomatic management skills.
- recognized ability to express complex thoughts in creative and vibrant sales appointments; ensure key points are communicated clearly and effectively in both written and oral communications.
- skillful at performing independently or within a team to exceed all operational goals and objectives.
- annual top 10 finisher in great west retirement services government market group meetings.
licenses
finra series 6 license ▪ finra series 63 license ▪ finra series 65 license
professional experience
retirement consultant lincoln financial group
2009-present
- successfully steered sales of 403(b) 401(k) 457(b) plans to generate high volume growth and revenue.
- hand-selected to service both exclusive and non-exclusive plans across central virginia, effectively enrolling new participants and conducting annual account reviews with existing clients.
- spearhead the initiation of participant rollovers and contract exchanges, generating $800,000.00 to date.
- consistently ensured delivery of quality customer service vital to sustaining and growing accounts.
- actively participated in new employee orientations and financial education seminars for participants.
senior account executive great west retirement services 2001-present
- responsible for spearheading the asset roll-in initiative with all 4 account executives; $15,183,521.00 in 2007.
- effectively handle all aspects of commonwealth of virginia deferred compensation plans for central virginia territory.
- successfully supervise the scheduling of 300 group sessions at state agencies, 750 individual participant account reviews, 12 vrs retirement education seminars, 9 annual regional enrollment/education meetings, and all telephone and electronic inquires.
- proficiently deliver product presentations to the virginia senate, house of delegates, political appointees and the virginia executive institute on behalf of company.
yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx • abc@xyz.com
professional experience
senior account executive, citistreet 2000-2001
- effectively collaborate with state of virginia participants throughout all phases of deferred compensation plan, (457b).
- manage broad scope of financial activities including cash match programs, catch-up provision, account increases.
- sharp business acumen and experience in managing broad scope of operations, from state agency payroll processing, and investment seminars, to customer service and accounting/finance capacities.
- proficiently scheduled group sessions with state agencies and conducted annual account reviews on behalf of company.
sales representative ge financial assurance 1999-2000
- successfully served clientele through need analysis, life insurance provision, investments, retirement benefits, group health insurance, and simple ira planning.
- responsible for the identification of client needs through careful analysis in order to provide a broad range of products, from insurance and investments to retirement and long term care.
sales representative mass mutual 1997-1999
- successfully steered sales operations to generate high volume growth and revenue; twice awarded sales leader of the month for new associates.
- consistently ensured delivery of quality customer service vital to sustaining and growing accounts.
sales & leasing consultant royal olds isuzu/universal ford 1993-1997
- facilitated high levels of new client accounts, utilizing dynamic negotiation and product education skills.
president/owner old dominion color mail 1992-1993
- responsible for the establishment of direct mail magazine, including layout coordination and production, garnered local business support in ad placement; effectively generated increased sales through print marketing.
account executive wkhk-fm 1991-1992
vice president & general manager bob's cameras, inc. 1984-1990
professional education & licenses
communications virginia polytechnic institute & state university blacksburg, va
college for financial planning greenwood
village, co
chartered retirement planning counselor (crpc)
licensed life & health representative state of virginia
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