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yyyyyy x. yyyyyy                                                                    

0000 xxxxxx xxxx , xxxx , xxxxx 00000



career objective                              

results-driven financial services sales specialist eager to contribute dynamic business development, investment analysis, and client relations skills towards supporting the employer as a highly productive team member


ø  offer more than 2 years of sales experience in the financial services arena, with expertise in retirement planning and asset management

ø  facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention, gathering assets, and expanding market share

ø  apply exceptional relationship management skills towards cultivating a diverse client base and far-reaching network of industry contacts resulting in referrals

ø  work closely with existing and prospective clients to provide investment product recommendations in line with individual goals; diligently perform policy reviews, risk analysis, and market research

ø  lead business development initiatives, develop and implement strategic target marketing campaigns, prepare and conduct winning presentations, and author highly effective telemarketing scripts to continually generate new leads c generated $8m in potential new business and acquired more than $1m in qualified plans at r.s. palastro

ø  ensure compliance with all corporate policies and procedures as well as government laws and regulations

ø  exceptional aptitude for organization, prioritization, and time management skills; integrate emerging technologies into day-to-day operations to improve productivity

ø  sharp technical proficiencies including ms office (word, excel, powerpoint, access, outlook) and bill good marketing system; intermediate italian language skills


saint francis college, brooklyn heights, ny                                                                                           may 2007

bachelor of science in business management 


~ certification & licensure ~

certified financial planner, kaplan continuing education                                  anticipated completion december 2009

series 6, 63, life & health

professional experience                

principal financial group, melville, ny                                                                                                    7/09 c present

insert job title


r.s. palastro financial planning services, inc., brooklyn, ny                                                                  1/09 c 6/09

qualified plan consultant


new york life insurance company, brooklyn, ny                                                                                   7/08 c 12/08

financial services professional


jpmorgan chase bank, brooklyn, ny                                                                                                    8/07 c 7/08                       

personal banker


~ professional affiliations & community activity ~

active member, financial planning association, new york, ny

active member, fraternal order of police lodge #46, little ferry, nj

active committee member, federation of italian american-organizations, ltd., brooklyn, ny



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