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yyyyyy x. yyyyyy               3450 riverstone court, apt. #0000 xxxxxx xxxx , xxxx , xxxxx 00000



versatile professional with expertise in financial services eager to contribute strong administrative and customer service/business development talents toward supporting operations of a progressive organization.


career profile

ø  bachelor of business administration, marketing emphasis.

ø  over eight years of successful career business background.

ø  knowledgeable in all facets of financial services operations.

ø  expertise in business development and financial service marketing.

ø  comprehensive understanding of business management.

ø  adept in insurance service contract review.

ø  proficient in advanced business software applications.

ø  proven accomplishments in building market share and recognition.

ø  track record of achieving challenging revenue objectives.

ø  outstanding capacity in customer service.

ø  well-organized multi-tasker with strong detail orientation.



professional experience

atherton, kiehn & byrnes, inc.                                                                                                   2006 c present

financial consultant/director of insurance sales

         successfully manage client base of 2200+ accounts, maintaining positive client relationships.

         market to existing clientele to expand revenues.

         effectively analyze needs and tailor solutions-focused policies.

         slashed problem policies 25%.

         maintain currency with rate and underwriting guidelines to identify optimum company to fit client needs.

         spearhead all new life business through entire sales life cycle.

         planned and implemented marketing communications directly linked to largest life sale.

         establish and nurture key marketing relationships.

         reestablished key relationship with significant impact in writing/servicing group health business.

         oversee and direct agent licensing.

         administer contracting with multiple life and health insurance carriers.

         consistently expand insurance and financial product knowledge.

         source high potential investment prospects and orchestrate proposal meetings.

         identified multiple $100,000+ commission prospects.

         expanded life sales 50% annually since 2006


new york life                                                                                                                                         2006


         hired to perform business development and determination of client financial needs.

         marketed multiple insurance and financial products.

         provided daily business management to service client needs and grow revenues.



earlier background

while completing studies at the university of texas, served as home theatre customer specialist, best buy.  in this assignment, built outstanding business development, employee training and customer service skill sets.  key contributor in achievement of five district sales awards and was three-time recipient of best buy hero award for outstanding sales and customer service performance.




university of texas

bachelor of business administration, marketing emphasis, 2005


winner of duncan robinson award for argumentative writing essay competition

yyyyyy x. yyyyyy               3450 riverstone court, apt. #0000 xxxxxx xxxx , xxxx , xxxxx 00000




cover letter text






hiring agent name


company name


city, state   zip code


dear                   :


i am currently seeking a challenging career opportunity in a financial services management capacity and am submitting my resume for your review.  in advance, i thank you for your time and consideration.


as demonstrated in the accompanying resume, my professional qualifications include a b.b.a. with marketing emphasis, and over seven years of successful business experience, four of them in the financial services sector.  to complement this background, i possess demonstrated expertise in marketing, business development, customer service, account management and relationship building, as well as strong analytical, problem-solving and managerial capabilities.  as an employee, you will find me to be an enthusiastic and disciplined 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 to further discuss my areas of experience and expertise that would be a contribution to your organization.









yyyyyy x. yyyyyy









yyyyyy x. yyyyyy               3450 riverstone court, apt. #0000 xxxxxx xxxx , xxxx , xxxxx 00000








thank you letter text





contact name

company name


city/state/zip code


dear _______________________________:


i would like to thank you for providing me the opportunity to interview with you and discuss the exciting financial services management position currently available with your organization.  having gained a deeper insight into the job requirements and your objectives, i am confident you will find me a valuable asset in achieving your goals.


as discussed, i am an enthusiastic, disciplined team player eager to continue a successful career as a dedicated member of your staff.  i believe you will find my dynamic management, coordination and communications skills vital to your operations and look forward to contributing to your success.


should you have any additional questions, or to discuss future employment opportunities, please feel free to contact me at your earliest convenience.  again, thank you for the enlightening interview.  i look forward to your response.










yyyyyy x. yyyyyy

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