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yyyyyy x. yyyyyy

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xxx-xxx-xxxx ▪ ▪

driven business professional seeking a challenging position in sales management, where expertise in financial sales, company operations, employee supervision, and client services will prove instrumental to company success.

career profile


a results-oriented manager with experience in financial operations, client services, and sales initiatives. in-depth expertise in mutual funds, insurance, annuities, and other investments. recognized as exceptional business turnaround facilitator with a record of maximizing sales and profitability. 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 relationship management skills. proven ability to lead and motivate team members to ensure success. track record for diagnosing complex problems and consistently delivering effective solutions.

professional experience


divisional sales manager of polaris annuities aig sunamerica                                                    2002-present

  • efficiently orchestrate division turnaround through employee development, marketing initiatives, advertising promotions, and operational supervision.
  • successfully steer sales operations to generate high volume growth and revenue; managed individual sales division generating 17.7% of total sales business.


divisional sales manager, hartford director and funds planco                                                              1999-2002

  • managed broad scope of sales operations including supervision of 17 wholesalers, account management, new product initiatives, and sales promotional campaigns on new product lines.


regional marketing director, annuities, & funds planco                                                                       1993-1999

  • sharp business acumen and experienced in managing broad scope of operations, from territory development, sales/marketing, customer service and hr to procurement, vendor relations and accounting/finance.
  • recognized as top sales manager for mutual fund territory and top 5 in overall sales territories.


investment representative edward jones                                                                                         1991-1993

  • successfully established two branch offices from start up to profitability.
  • effectively recruited, hired, and trained staff and actively collaborated in human resource operation functions such as evaluating performance and providing guidance/mentoring.


investment representative secor bank                                                                                            1990-1991

branch manager merrill lynch                                                                                                           1988-1990

financial consultant merrill lynch                                                                                                              1981-1988

statistical analyst federal reserve bank of atlanta                                                                         1980-1981



jacksonville state university jacksonville, al
bachelor of science in banking and finance                                                                                           1980
series 7,63,24 and all insurance license

yyyyyy x. yyyyyy

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hiring agent name


company name


city/state/zip code




i am currently seeking a challenging career opportunity in a financial sales management 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 financial operations, sales/marketing promotions, and client services. an examination of my credentials will confirm that i am a skilled professional who thrives in a challenging work environment. i am driven, independently motivated, and results-oriented. i enjoy a challenge and work hard to achieve success. it is my practice to operate within a strict conduct of professionalism and integrity with my clientele.


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.








yyyyyy x. yyyyyy

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