Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx

abc@xyz.com

 

Productive, quality-oriented professional eager to contribute dynamic project management, business development and strategic planning skills toward actively supporting a progressive organization in optimizing operational and financial performance as a key staff member.

 

Offering extensive experience in client acquisition, retention and referral marketing, with consistent results in achieving fiscal and organizational objectives. Define, develop and implement targeted action plans to maximize operational productivity, efficiency and profitability. Proactively develop and direct motivated teams and create a collaborative environment conducive to achieving high levels of employee retention and job satisfaction. Dynamic communication, presentation, relationship building and problem-solving abilities. Highly versatile; quickly master new roles, responsibilities, technologies, and environments. Demonstrate outstanding problem solving and active listening skills; diffuse difficult situations with tact and ease.

Event Planning Print Advertising Direct Mail Campaigns Customer Service

Research & Analysis Multitasking Prioritizing Presentation Communication

Negotiations Strategic Planning Resource Allocation/Administration

 

Stimkel, LLC, Corcoran, MN                                                                                           2007-2008

IRS Audit Coordinator

  Contributed organizational skills and strong attention to detail toward arranging and prioritizing receipts, bank records, credit card records, and settlements statements, playing a key role in streamlining internal and external audits.

  Proficiently documented all transfers for line of credit accounts and interest payments to bank accounts, ensuring accuracy and timely completion.

  Proactively built and established key relationships and collaboratively worked with auditors, management and staff to maintain accurate document retrieval, within deadlines.

 

Small Business Insurance Agency / Tower Square Securities, Plymouth, MN                    2006-2007

Sales and Marketing Associate

  Strategically planned and coordinated marketing activities, relationship development and management, individual case development and coordination of commitments to Financial Advisors (FA) and clients, in partnership with Business and Estate Planning Advisors (BEPA).

  Administered completion of information on call cases received to maximize use of resources and contain costs.

  Proficiently created and evaluated detailed reports and to boost operational and financial performance.

 

Focus Financial / Royal Alliance, St.Louis Park, MN                                                        2005

Marketing Account Manager

  Exhibited solid leadership qualities in building and establishing relationships with various corporations to expand market share through in-house financial education and create new business leads. 

  Boosted the number of new corporations participating in in-house financial education and expanded client database via corporate education.

 

Page 1 of 2

Yyyyyy x. yyyyyy                                                                                                Page 2 of 2

 

Career Background continued

 

 

Wealth Enhancement Group/ SII Investments Inc., Wayzata, MN                                       1998-2004

Marketing Supervisor (2003-2004)

  Stayed abreast of current industry trends to promote and educate individuals on financial matters via weekly radio programs, seminars, expos and marketing materials.

  Demonstrated solid leadership skills in overseeing the coordination of educational and engaging seminars, marketing materials and advertising.

  Innovatively designed and developed seminar content, created presentations and provided content for advertising, web site, quarterly newsletter, and direct mail campaigns, while maintaining critical compliance with budgets and regulations.

  Directly led, mentored and motivated Marketing Department members, playing an instrumental role in the development of top performing team members.

Client Service Associate/Floating Client Service Associate (2002-2003)

  Promoted a seamless transition by providing an efficient transfer of client s investments and minimizing disruption.

  Increased revenue by strategically maintaining regular schedule of client reviews, presentations, and introductory appointments.

Marketing Events Coordinator (2000-2002)

  Established critical contacts to increase client base and membership, ensuring retention levels, referrals and client loyalty.

  Verified appropriate action plans, milestones and performance measurements based on organizational marketing goals.

New Client Acquisition (1999-2000)

  Applied advanced communication skills toward responding to incoming calls from prospective clients and persuading them to meet with a professional financial consultant.

  Trained and mentored new client service acquisition team members to maximize productivity, efficiency and performance.

  Exhibited event planning skills in arranging, scheduling and coordinating various seminars and events.

Receptionist (1998-1999)

  Coordinated weekly vendor luncheons, maintained even rotations of initial consultations among financial advisors and organized events, further exhibiting exceptional planning abilities.

Degree in Occupation Proficiency in Travel Planning - Albert Lea Area Vocational Technical College

Select Courses - Rochester Community College

Series 6 & 63 Licenses - Dodd Financial

MN Insurance License - ProSource

Microsoft PowerPoint, Word, Excel, and Outlook; Contact Partner Financial Services Database; ACT! Database

 

           

 

 

 

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx

abc@xyz.com

 

 

 

 

Date

 

 

 

Contact Name, Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently exploring new career opportunities and to acquaint you with my qualifications, I am submitting my resume for review.  In advance, thank you for your time and consideration.

 

As demonstrated in the accompanying resume, I offer a comprehensive background in coordinating events and driving operations to generate solid results.  From leading high performance teams and facilitating superior client servicing to streamlining operations and executing proactive organizational processes/procedures, I have continually excelled in maximizing performance as a dynamic team member.  I excel in identifying and resolving inefficiencies, introducing solutions instrumental to boosting performance and strategically utilizing resources to generate optimal results. 

 

I am now eager to contribute my strategic planning skills and dynamic relationship building abilities toward collaborating in your success as a key member of your team.  I am confident that I could be a valuable asset to your firm in achieving both immediate and long-term goals, and look forward to meeting with you in the near future to discuss my qualifications and how they support your company s vision.

 

Professionally,

 

 

 

 

Yyyyyy x. yyyyyy