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yyyyyy x. yyyyyy                                                     0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

 

objective

accomplished sales professional eager to contribute dynamic operations, administration, entrepreneurial and communications skills in a sales executive role toward actively supporting a progressive company in maximizing operational performance.

 

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career profile

ø  over 12 years of experience in financial planning and sales operations.

ø  proven entrepreneur knowledgeable in managing a business.

ø  demonstrated competence in client support and service.

ø  adept in team leadership and unit communications.

ø  expertise in training and personnel development.

ø  outstanding capacity in client retention.

ø  meet/exceed revenue objectives on a consistent basis.

ø  knowledgeable in administrative procedures, policy implementation and daily operations.

ø  skilled in office management.

ø  excellent capacity in prioritization, problem solving and effectiveness in fast-paced environments.

ø  proven ability to develop and maintain strong business relationships.

ø  well-organized multi-tasker with exceptional interpersonal skills.

ø  deliver outstanding administrative support on a consistent basis.

ø  a.s. degree.

ø  certified financial planner.

ø  banking license, ny/nj/fl.

 

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professional experience

advisors mortgage group, city, state                                                                                         2008 - present

owner/operator

       planned and launched this mortgage financing venture.

       successfully closed on more than $48mm in annual residential/commercial loans.

       recruited, trained and supervise staff of 12 sales representatives.

       conduct networking with realtors, cpas, divorce attorneys, financial planners and insurance agents.

       effectively manage all regulatory and compliance issues.

       perform all rate and price negotiation with clients.

 

concord mortgage, denville, nj                                                                                                      2005 - 2008

owner/operator

       rolled-out and directed this financial service venture with staff of 26 sales representatives.

       closed $40mm in annual residential and commercial loans.

       recruited and trained staff in all relevant corporate matters.

       personally performed all company accounting such as bookkeeping and accounts payable/billable.

       established and maintained it infrastructure.

 

 

 

- continued -


 

yyyyyy x. yyyyyy

page two

 

 

 

global parts distribution/techworld plus, west caldwell, nj                                                            2002 - 2005

owner/operator

       supervised overall operations of profitable parts-distribution company.

       continually refined and implemented sales and marketing strategies to improve profitability.

       established positive relationships with vendors and subcontractors.

       managed corporate accounting and financial reconciliation.

       recruited and trained sales representatives.

 

access financial planning inc., clifton, nj                                                                                       1997 - 2002

financial planner

       established educational marketing plans for individuals nearing retirement age.

       sold investment services, insurance products and estate planning.

       originated detailed financial strategies to address savings, insurance, investments, estate planning and wills.

       functioned as major performer in retaining clientele following dot-com collapse and 9/11 emergency.

 

 

 

 

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education/certification

training pro, hunt valley, md

nj, ny and fl banking licenses, 2008

 

millburn school of business, millburn, nj

series 7 and nj life & health insurance licenses, 2001

 

fairleigh dickinson cfp program, teaneck, nj

certified financial planner, 2001

 

bergen community college, paramus, nj

associate of science, meteorology, 1998

 

 


yyyyyy x. yyyyyy                                                     0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

---

 

 

cover letter text

 

date

 

 

 

hiring agent name

title

company name

address

city, state   zip code

 

dear                   :

 

i am currently seeking a challenging career opportunity in an executive sales management assignment and am submitting my resume for your review.  in advance, i thank you for your time and consideration.

 

as demonstrated in the accompanying resume, my professional qualifications include extensive sales and financial planning background in diverse sectors.  to complement this background, i possess demonstrated expertise in business development, start-ups, relationship building, issue/problem resolution, training/development, administration and communications, well as strong problem-solving and managerial capabilities.  as an employee, you will find me to be an enthusiastic and disciplined team player, committed to supporting you in achieving your objectives through superior performance. 

 

i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future to further discuss my areas of experience and expertise that would be a contribution to your organization.

 

 

 

 

sincerely,

 

 

 

 

 

yyyyyy x. yyyyyy

 

 

attachment

 

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