career objective                              

results-driven sales and account manager eager to contribute sharp business acumen, customer service emphasis, and team building skills toward actively supporting the employer in optimizing financial and operational performance

profile                                                

ø  offer 12 years of progressive sales and customer experience, with expertise in the financial investment products and services arena

ø  effectively identify and capitalize on opportunities to penetrate and develop markets in highly competitive environments; demonstrated ability to succeed despite unstable market conditions

ø  target, prospect, secure, and maintain a diverse consumer base by facilitating a client-focused, service-oriented environment vital to maximizing customer satisfaction, retention, and referrals

ø  solid supervisory record; strategically plan and coordinate workflow and human resources for optimal coverage while containing labor costs

ø  ensure compliance with all corporate policies and procedures as well as government laws and regulations

ø  proactive team player equally effective in independent and collaborative settings

ø  dynamic communication, presentation, negotiation, and relationship management skills

ø  strong technical proficiencies including ms office (word, excel, powerpoint, access, outlook), and hardware / software / network installations, configurations, troubleshooting, and repair

 

~ key achievements ~

• built and maintained new york life portfolio of approximately 100 accounts through providing exceptional customer service and depth of knowledge in life insurance, mutual funds, and long-term-care insurance investment products; repeatedly ranked first in class in monthly sales
• in recognition of outstanding performance, steadily progressed within various departments at bank of america to attain positions responsible for ensuring the accuracy and timeliness of key transactions, oversight of interdepartmental personnel, and maintaining superior levels of customer satisfaction
• successfully launched and grew flying r computers, a small business specializing in the building, maintenance, and repair of custom computers for a constantly growing client base
• drove all aspects of operations at creative lawn detail, including business development, sales, account management, and crew leadership
• vice president / board member, richmond jaycees (2008 c present)

professional experience                

new york life, richmond, va                                                                                                               2004 c present

financial services professional

bank of america, richmond, va                                                                                                            1999 c 2004

mortgage processor (2004)

work force manager (2003)

sales team manager (2002)

telephone sales representative (1999 c 2002)

flying r computers, richmond, va                                                                                                       1998 c 2004

owner / operator

creative lawn detail, richmond, va                                                                                                       1997 c 1998

assistant manager

education                                           

virginia commonwealth university, richmond, va                                                                                  1997 c 2001

studies in business and finance

• member, pi kappa phi

 

~ professional development ~

series 6 & 63 licenses ~ life & health insurance license ~ dale carnegie training ~

life underwriter training council fellow (lutcf) program ~ relationship selling training

 

 

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dear__________________:

 

i am currently seeking a challenging career opportunity in a insert job title capacity and am submitting my resume for your review.  in advance, thank you for your time and consideration.

 

as demonstrated in the accompanying resume, my professional qualifications include extensive experience in the financial services industry and a solid record of superior levels of customer satisfaction.  i excel at providing personalized and attentive service to existing customers while continually expanding the client base through a variety of business development techniques.  my outstanding communication and organizational skills have consistently proven instrumental in my ability to directly increase revenues and lead other team members.  to complement this background, i hold a virginia life & health license and series 6 & 63 securities licenses, and have completed substantive professional studies in strategic selling.

 

as an employee, you will find me to be a driven 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 company, and look forward to interviewing with you in the near future.

 

sincerely,

 

 

 

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