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Yyyyyy x. yyyyyy
6871 Abercon Trail ▪ Noblesville, IN 46062 xxx-xxx-xxxx ▪ abc@xyz.com
Career Objective
Top-performing Outside Sales Professional with over 10 years of experience delivering strong and sustainable revenue growth eager to apply dynamic business development and account management skills toward actively supporting the employer in optimizing sales and profits
Key Professional Achievements:
Ø Successfully developed and maintained a client base worth $15M in assets under management through referrals and personal networking
Ø Achieved $120K in gross securities commission (Top 10 at WestPoint Financial Group) and $30K in insurance production, 2010
Ø Received the Rising Leaders Award from WestPoint Financial Group, 2010
Ø Nominated for the Million Dollar Round Table insurance sales recognition award, 2008
Ø Proven ability to broaden customer base and increase penetration within current accounts by generating prospective client leads, maintaining relationships with current clients and cultivating referral sources
Ø Exceptional sales presentation skills; increased revenue by effectively marketing financial services to audiences that included current client groups, referral sources and prospective clients
Areas of Expertise:
Ø Business Development
Ø Sales & Marketing
Ø Customer Relationship Management
Ø Account Management
Ø Sales Presentations
Ø Cold Calling & Networking
Ø Individualized Financial Solutions
Ø Strategic Asset Allocation Modeling
Ø Insurance Strategies
Ø Retirement, Tax, College & Distribution Planning
Ø Needs Assessment
Career Track
Registered Representative, WESTPOINT FINANCIAL GROUP, 2009 C Present
Registered Representative, PRINCIPAL FINANCIAL GROUP, 2006 C 2009
Account Executive, SMITH FINANCIAL CORPORATION, 2002 C 2006
New Account Representative, FIFTH THIRD BANK, 2001 C 2002
Registered Representative, CHARLES SCHWAB & CO., 2000 C 2001
Academic Credentials
BA C Business Marketing, INDIANA UNIVERSITY, Bloomington, IN, 1998
Certifications and Professional Development
Certified Financial Planner ™
NASD Series 7, 63, 66 Licenses
Indiana Life, Health, Long-Term Care, ILTCP Certified
Completed Reach (Intensive 12 Week Executive Coaching Program), 2010
Completed Richard Weylman s Sales / Marketing Program for Financial Professionals, 2010
Developed and implemented a goals based business plan based on the Periodization method ( 12 Weeks to Breakthrough by Brian P. Moran)
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