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0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx • abc@xyz.com

 

 

proficient professional eager to contribute financial expertise as well as strong communication and presentation skills and customer service talents toward actively supporting an organization in maximizing performance.

 

profile

 

• highly accomplished, results-driven financial advisor offering solid and progressive experience in new business development, competitive market share expansion and business leadership.
• leverage finely-honed interpersonal and time-management skills to successfully manage accounts.
• energetic and goal-oriented professional with a genuine passion for investment strategy.
• strong background in supporting progressive organizations in optimizing performance and growth.
• astute communicator and presenter, adept at establishing rewarding relationships to increase business.

 

professional experience

investment advisor metlife financial services                                                                       2008-present

• strategically analyze customer portfolios to maximize diversification while ensuring the steady returns for clients.
• actively identify client needs and offer individualized financial services and insurance options to assist clients in preparing for retirement.

 

insurance sales representative aflac                                                                         2008-present

• successfully steer insurance sales operations to generate high volume growth and revenue.

 

financial advisor edward jones investments                                                                               2007-2008

• effectively identified and capitalized on opportunities to expand clientele base, generating a consistent increase in business.

 

real estate agent/leasing agent dennis anderson real estate                                                   2005-2007

• sharp business acumen and experienced in managing broad scope of operations, from handling leasing/buying and developing marketing strategies to customer service and all legal documentation.

 

sales/customer service representative central kentucky trailers/universal rent-all              2004-2005

• consistently ensured delivery of quality customer service vital to sustaining and growing client base.

 

vet tech coulter animal hospital                                                                                                2002-2003

• successfully assisted veterinarian in the provision of quality veterinary care, while also dispensing medication after hours.

 

teller/researcher first national bank                                                                               2001-2002

• effectively ensured a quality banking experience for all customers through attentive cash management and timely resolution of account discrepancies.

 

professional education

 

name of degree university of kentucky                                                                                               2007

 

name of degree west texas a&m university                                                                                          2003

 

series 3, series 7, series 66, kentucky life and health insurance certification

member lexington young professionals association

member commerce lexington

member kentucky center for the performing arts

yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx • abc@xyz.com

 

 

 

 

 

date

 

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently seeking a challenging career opportunity in a financial advisor 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 experience in financial investments, new business development and competitive market share expansion. 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. to complement this background, i offer dynamic communication, presentation, administration, and relationship management skills.

 

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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