Financial Professional

Insurance ▪ Disability ▪ Annuities ▪ Financial Planning ▪ Investment Products ▪ Mutual Funds ▪ Retirement

 

Award winning goal-oriented financial services professional with outstanding communication and customer service skills eager to contribute to the operations of a dynamic organization

 

 

Ø  Skilled in identifying and maintaining new business opportunities and client relationships; able to effectively communicate complex concepts to customers

Ø  Successfully able to manage multiple clients and responsibilities while delivering world-class service

Ø  Excel in research and analysis of financial and statistical data

Ø  Strong computer skills; proficient in all MS Office applications, financial application software and able to produce quotes and run illustrations, type over 72 wpm

Ø  High-achieving, responsible and conscientious team player with proven ability to meet deadlines

 

 

The American College, in-progress, expected August 2010

LUTCF Designation

 

University of Maryland University College, 2008

Bachelor of Science Degree C Business Administration

 

Licenses: Series 7, Series 66, California Life and Health, California Real Estate

 

Financial Service Representative / Financial Planner, MetLife, Murrieta, CA                    2008 C Present

  Consistently meet and exceed company goals and standards C received Super Starter award; recognized as the third highest producer out of approximately 100 reps

  Successfully increase revenue by prospecting and gaining over 75 new customers and marketing to existing customers; effectively cold-call customers to arrange face-to-face meetings

  Thoroughly analyze customers financial requirements and recommend appropriate solutions with products, including Whole Life, Term Life, Universal Life, 401K rollovers, IRA s, variable versus fixed annuities; determine risk tolerance for various investment products such as Mutual Funds and ETF s through questionnaires

  Ensure confidentiality and compliance with all company and industry regulations when obtaining customer information on applications; act as a liaison between applicant and underwriting team

  Maintain customer loyalty by providing exceptional customer service through regular email contact and SmartOffice CRM program; monitor customer accounts to ensure accuracy of personal and payment information

 

 

Real Estate Agent, Rancon Real Estate, Temecula, CA                                                         2005 C 2007

Real Estate Agent, Tarbell Realtors, Temecula, CA                                                               2003 C 2005

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a (INSERT ACTUAL TITLE OF TARGET POSITION) 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 training and knowledge of life insurance, disability insurance, annuities, financial planning and investment products. In addition to my Bachelor of Science in Business Administration, I hold Series 7 and Series 66 licenses and will be completing my LUTCF designation by August of this year. I excel in delivering quality customer service while driving sales and offer dynamic communication and interpersonal relation skills. I am highly effective in planning and coordinating workflow and managing time to maximize productivity and efficiency. I am very goal-oriented and thrive in an atmosphere that rewards effort.

 

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 firm, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

 

Yyyyyy x. yyyyyy