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






financial services professional exploring opportunities to contribute dynamic accounting, banking, sales, credit, collections, operations, administration, team building and managerial skills toward actively supporting the employer in maximizing revenue performance.



career profile

ø  b.s., business administration.

ø  series 6 and 63 licenses.

ø  pennsylvania life, accident and health insurance licenses.

ø  knowledgeable in all facets of financial services operations.

ø  expertise in sales and wholesaling.

ø  comprehensive understanding of business management.

ø  proficient in information technology applications including ms office suite and windows xp.

ø  proven accomplishments in building market share and recognition.

ø  track record of achieving challenging revenue objectives.

ø  outstanding capacity in customer service.

ø  well-organized multi-tasker with strong detail orientation.



professional experience

lincoln financial distributors, radnor, pa                                                                                 2007 c present

internal wholesaler american legacy (2008)

       promoted to critical communications and relationships assignment.

       tasked to work closely with financial representatives.

       focus on adding value to financial representative and organizational business.

       successfully orchestrate highly positive internal relationships.

       identify and resolve issue on a consistent basis.

       research and evaluate financial environment to formulate effective recommendations.

       provide advisement to financial representatives.

       have built notable reputation for internal customer support.


inbound sales representative american legacy (2007-2008)

       recruited to assume wide-ranging financial service responsibilities.

       gained expertise in comprehensive understanding of variable annuity products.

       facilitated training of financial representatives in these annuity products.

       served as first point-of-contact in providing representative support.

       resolved financial service issues in a timely and effective manner.




university of scranton, scranton, pa

bachelor of science, business administration



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






cover letter text






hiring agent name


company name


city, state   zip code


dear                   :


i am currently seeking a challenging career opportunity in a financial services 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 a b.s.b.a., series 6/63 licenses, pennsylvania life, accident and health insurance licenses, and a current assignment with a radnor, pa, financial services organization.   to complement this background, i possess demonstrated expertise in accounting, banking, business development, internal support and internal wholesaling, as well as strong analytical, 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.









yyyyyy x. yyyyyy













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