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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000


career objective

results-driven financial services sales specialist eager to contribute sharp business development, investment analysis, and client relations skills towards supporting the employer as a highly productive team member


ø  strong sales experience in the institutional financial services arena, with expertise in retirement planning and asset management; depth of knowledge regarding tax laws

ø  facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention, gathering assets, and expanding market share

ø  apply exceptional relationship management skills towards cultivating a diverse client base and far-reaching network of industry contacts resulting in referrals

ø  work closely with existing and prospective clients to provide investment product recommendations in line with individual goals; diligently perform policy reviews, risk analysis, and market research

ø  lead business development initiatives, develop and implement strategic marketing campaigns, prepare and conduct winning presentations, and author highly effective telemarketing scripts to continually generate new leads

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

ø  exceptional aptitude for organization, prioritization, and time management

education & credentials

university of north florida, jacksonville, fl                                                                                                            2010

master of business administration      


millsaps college, jackson, ms                                                                                                                               2004

bachelor of science in economics, business administration minor

~ licensure ~

series 7 ~ series 66 ~ chartered retirement planning counselor

professional experience

merrill lynch, jacksonville, fl                                                                                                                 10/05 c present

retirement education specialist (12/06 c present)

  • in recognition of outstanding performance, quickly promoted to position entrusted with delivering client education presentations
  • apply depth of knowledge regarding investment options towards assisting institutional plan account holders with developing customized strategies for managing 401(k), non-qualified, and pension plans
  • support financial advisors by converting institutional plan participants to clients, generating new leads, and placing stock trades
  • consistently rank in top 25% of all retirement specialists nationwide; recipient of numerous #1 performer awards

401(k) specialist (10/05 c 12/06)  

  • served as a subject matter expert on chrysler, valero, and nummi 401(k) plans; assisted participants with placing trades, processing loans, distributions, and issue resolution
  • selected to train new staff on plan rules and operating systems


aflac, ocean springs, ms                                                                                                                             1/05 c 8/05

sales representative

  • grew client base through actively prospecting, contacting, and delivering winning presentations to regional business owners; successfully secured new account with leading area grocery store chain
  • traveled to client sites to present insurance products explain benefits to employees


republic finance, gulfport, ms                                                                                                                     1/05 c 4/05

assistant branch manager

  • increased revenues by expanding relationships with existing clients and recommending additional products and services
  • qualified loan candidates and executed the underwriting process


yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000








hiring agent name


iberia bank


city/state/zip code




i am currently in the process of relocating to the new orleans area on a permanent basis and seeking a challenging career opportunity.   i am submitting my resume for the equity sales associate position and thank you in advance for your time and consideration.


as demonstrated in the accompanying resume, my professional qualifications include nearly six years of progressive experience in the financial sales arena, with extensive institutional investment experience.  i have a solid record of success cultivating relationships with individual and corporate clients, as well as proficiently explaining complex financial principles to a diverse client base.  i ve successfully applied my unique blend of sharp business acumen and superior interpersonal relations skills toward acquiring new accounts and generating new business from existing clients.  to complement this background, i recently completed my mba, hold series 7 and 66 licenses, and am a chartered retirement planning counselor.


i am confident that with my skills and knowledge, i could be a valuable asset to iberia bank, and look forward to interviewing with you in the near future.






yyyyyy x. yyyyyy

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