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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
profile
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
education
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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