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yyyyyy x. yyyyyy    

0000 xxxxxx xxxx , xxxx , xxxxx 00000

homexxx-xxx-xxxx

abc@xyz.com

 

 

career objective                              

 

award-winning, results-oriented financial professional seeking to leverage proven track record of sales success in support of insurance or banking organization s profitability and productivity objectives.

 

profile                                                

 

ø  consistently contribute to improved productivity, cost effectiveness, operational enhancement, and profitability through leadership, strategic planning strengths, technical expertise, and sound understanding of financial industry and client needs.

ø  effective leadership skills honed through progressive roles within high-paced, demanding environments that required balancing of numerous accounts with varying degrees of priority.

ø  excel in big-picture thinking while energizing teams and building consensus among disparate groups in order to make things happen.

ø  reputation for strong work ethic, exceptional commitment to customers, industry knowledge, approachability and ability to get the job done by focusing on priority tasks, responding to sense of urgency and tenacious commitment to results.

ø  technically savvy with expertise in microsoft office suite (word, excel, powerpoint, outlook, access) and windows.

 

accomplishments                              

 

  received president s council award twice-over and successfully placed $10m annually in annuities, life insurance, and mutual funds for independent financial marketing group.

  successfully placed $12m annually during tenure at essex national securities through targeted and effective sales presentations.

 

professional experience                

 

cambridge senior capital-great neck, ny                                                                          2007 to 2008

reverse mortgage specialist

  executed business development and loan production within exclusive marketing territory and met with clients to assess financial needs and outline appropriate solutions to accommodate them.

  developed professional referral network and supported product marketing while following up on leads and participating in all activities required to close out loans.

 

senior funding group-hicksville, ny                                                                                  2004 to 2007

senior sales consultant

  led sales teams in promotion of reverse mortgage, wealth transfer, and medicaid spend-down options for current and future customer needs while delivering project and advertising consulting services.

  resolved all customer concerns and inquiries regarding claims and service needs and provided multiline discounts and additional services to secure client retention.

  called upon policyholders to deliver and explain policies, analyze insurance program, and suggest additions or changes.

 

allstate insurance company-hauppauge, ny                                                                                  2003

sales / agent

  prospected clients through cold-calling methodology to determine eligibility for and solicit sales of auto, home, and life insurance; quoted through system and followed up with leads while maintaining documentation in compliance with all regulatory standards.

  maintained superior customer service levels by quickly resolving new and existing client complaints, concerns, and inquiries.

 

independent financial marketing group-purchase, ny                                                         2000 to 2003

financial consultant

  consistently achieved aggressive corporate sales goals for marketing of financial services to wide range of client groups.

  facilitated key training sessions and semi-weekly motivational meetings for entire branch to support continuous improvement objectives and optimize productivity.

  compiled daily, weekly, and monthly reports on sales team performance and presented information to management and employees.

 

essex national securities-lake success, ny                                                                      1997 to 2000

financial consultant

  supported financial service sales cycle as pivotal member of team tasked with various business development and customer service functions; ensured proper documentation of all sales and compiled required forms and reports for accountability.

  delivered key training across sales team on targeted approaches to capture sales through outreach to potential clients.

                               

education & activities                     

 

suffolk county community college-brentwood, ny

completed coursework in business operations & management

 

island drafting and technical institute-amityville, ny

associate of science in electronics

 

licenses:

nys life, health, property, & casualty license

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