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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx •


career objective

driven professional seeking a challenging position as a retirement services representative, where expertise in financial services, account management, and nasd licenses will prove instrumental to company success.



  • talented professional offering over 13 years of solid and progressive financial experience, including expertise within account services, financial sales, and customer support capacities.
  • adept at blending strong decision-making abilities with outstanding organizational skills, solid leadership attributes, and successful interpersonal relationship-building techniques.
  • apply sharp problem-solving proficiencies, intelligent business acumen, and cost-effective strategies, along with exceptional written and verbal communication skills, to any professional environment.
  • dynamic communication, presentation, negotiation, and diplomatic management skills.
  • recognized ability to express complex thoughts in creative and vibrant sales appointments; ensure key points are communicated clearly and effectively in both written and oral communications.
  • skillful at performing independently or within a team to exceed all operational goals and objectives.
  • annual top 10 finisher in great west retirement services government market group meetings.




finra series 6 license ▪ finra series 63 license ▪ finra series 65 license


professional experience

retirement consultant lincoln financial group                                                                        2009-present

  • successfully steered sales of 403(b) 401(k) 457(b) plans to generate high volume growth and revenue.
  • hand-selected to service both exclusive and non-exclusive plans across central virginia, effectively enrolling new participants and conducting annual account reviews with existing clients.
  • spearhead the initiation of participant rollovers and contract exchanges, generating $800,000.00 to date.
  • consistently ensured delivery of quality customer service vital to sustaining and growing accounts.
  • actively participated in new employee orientations and financial education seminars for participants.


senior account executive great west retirement services                                                     2001-present

  • responsible for spearheading the asset roll-in initiative with all 4 account executives; $15,183,521.00 in 2007.
  • effectively handle all aspects of commonwealth of virginia deferred compensation plans for central virginia territory.
  • successfully supervise the scheduling of 300 group sessions at state agencies, 750 individual participant account reviews, 12 vrs retirement education seminars, 9 annual regional enrollment/education meetings, and all telephone and electronic inquires.
  • proficiently deliver product presentations to the virginia senate, house of delegates, political appointees and the virginia executive institute on behalf of company.








yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx •


professional experience


senior account executive, citistreet                                                                                            2000-2001

  • effectively collaborate with state of virginia participants throughout all phases of deferred compensation plan, (457b).
  • manage broad scope of financial activities including cash match programs, catch-up provision, account increases.
  • sharp business acumen and experience in managing broad scope of operations, from state agency payroll processing, and investment seminars, to customer service and accounting/finance capacities.
  • proficiently scheduled group sessions with state agencies and conducted annual account reviews on behalf of company.


sales representative ge financial assurance                                                                               1999-2000

  • successfully served clientele through need analysis, life insurance provision, investments, retirement benefits, group health insurance, and simple ira planning.
  • responsible for the identification of client needs through careful analysis in order to provide a broad range of products, from insurance and investments to retirement and long term care.


sales representative mass mutual                                                                                                1997-1999

  • successfully steered sales operations to generate high volume growth and revenue; twice awarded sales leader of the month for new associates.
  • consistently ensured delivery of quality customer service vital to sustaining and growing accounts.


sales & leasing consultant royal olds isuzu/universal ford                                                      1993-1997

  • facilitated high levels of new client accounts, utilizing dynamic negotiation and product education skills.


president/owner old dominion color mail                                                                                   1992-1993

  • responsible for the establishment of direct mail magazine, including layout coordination and production, garnered local business support in ad placement; effectively generated increased sales through print marketing.


account executive wkhk-fm                                                                                                         1991-1992


vice president & general manager bob's cameras, inc.                                                                  1984-1990


professional education & licenses


communications virginia polytechnic institute & state university blacksburg, va

college for financial planning greenwood village, co
chartered retirement planning counselor (crpc)

licensed life & health representative state of virginia


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