results-driven professional eager to contribute proven high-volume sales, strategic marketing,
financial administration, and client relations talents toward optimizing 944 magazine s success.
excel at identifying lucrative opportunities and defining targeted strategies for capturing new business accounts, developing existing clientele, and achieving solid leveraging in highly competitive markets.
possess sharp communication, consultation, and presentation abilities vital to optimizing bottom-line revenue.
skillful at driving targeted advertising endeavors and proactively generating leads for continued marketplace dominance.
adept at researching and analyzing trends and performance metrics to determine optimal marketing strategies.
thrive within high-pressure environments; interface with all business representatives through to executive level.
strong supportive decision-making, troubleshooting, and administrative skills.
~ education and licensure ~
bachelor of science in business administration university of nevada, las vegas
series 7: general securities representative exam • series 63: uniform securities agent state law exam
series 65: uniform registered investment advisor law exam (ria)* • nevada life and health insurance license
key business accomplishments
ø strategically steered the development of a client base with over $20 million in assets in less than three years.
ø met and / or exceeded all rigorous training program goals set by firm executive-level management.
ø proactively identified trends and developments within competitive financial environments for senior staff review.
ø spearheaded the proficient organization and instruction of business classes on microsoft excel and brio query.
ø consistently nominated for top sales generated from credit card and private client services department referrals.
apply dynamic prospecting, presentation, and interpersonal relationship-building talents toward providing new and existing clientele with advisory assistance regarding diverse mutual funds, stocks, bonds, unit investment trusts, and options.
expertly review client financial position, determine risk level, and implement suitable investment plans utilizing extensive experience with tax and investment strategies, products, programs, and use of insurance.
create and implement innovative sales / marketing endeavors to generate new business and developing existing client base, along with contributing a comprehensive knowledge of all products and services to boost operational revenue.
demonstrated strong analytical abilities instrumental in regularly compiling, developing, and evaluating broad scope of financial data regarding integrated revenue / expense analysis, projections, reports, and presentations.
performed all-inclusive financial forecasting and reconciliation of internal accounts.
ensured the proper documentation of fiscal values through consistently accurate recordkeeping practices.
utilized sharp financial management skills to perform diverse client banking transactions, as well as generating significant revenue by analyzing consumer needs and resourcefully promoting products and services.
supervised a team of top-performing tellers to include leading customer service success by proficiently handling client requests and effectively resolving business challenges per strict corporate and federal financial regulations.
hiring agent name
i am currently seeking a challenging and rewarding [ insert job title ] role within your progressive organization, and am submitting my resume for your review.
i am eager to offer my proven high-volume sales, strategic marketing, financial administration, and client relations talents toward maximizing your success. i excel at identifying lucrative opportunities and defining targeted strategies for capturing new business accounts, developing existing clientele, and achieving solid leveraging in highly competitive markets. as well, i possess sharp communication and consultation abilities vital to optimizing bottom-line revenue.
currently, as a financial advisor for a.g. edwards / wachovia securities, i apply dynamic prospecting, presentation, and interpersonal relationship-building skills toward providing clientele with critical fiscal advisory assistance. during this time, i have strategically steered the development of a client base with over $20 million in assets in less than three years, and met and / or exceeded all rigorous training program goals set by the firm s executives. i also have a record within previous employment endeavors of attaining consistent nominations for top sales generated from credit card and private client services department referrals.
you will find me to be a results-driven professional who thrives within high-pressure environments, and can effectively interface with all business representatives through to executive level. in addition, i can offer strong supportive decision-making, troubleshooting, and administrative proficiencies. for these aforementioned reasons, i believe i will prove to be an incredible asset to your team.
i look forward to hearing from you in order to discuss an available opportunity for which i am qualified. i may be reached as indicated, and thank you in advance for your time and consideration.
yyyyyy x. yyyyyy
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