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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx ~




Ø  Results-driven financial services professional with expertise in business development, marketing, sales, and sales territory growth.

Ø  Excel in training, developing and directing high-performance teams; have spearheaded numerous training initiatives, equipping staff with tools and resources for maximizing performance.

Ø  Possess strong knowledge of multiple investment products including mutual funds, separate accounts, 529 s, annuities, and alternative investments.

Ø  NASD Series 6, 7, 63 & 65.


Professional Experience


AMERIPRISE/COLUMBIA MANAGEMENT, Boston, MA                                                         2004-Present

Marketing Manager (2008-Present)

  Strategically drive business development through approval of marketing materials used by wholesalers and act as liaison between Columbia Management s intermediary sales team and intermediary distribution partners.

  Conduct comprehensive market research to identify current industry trends, events, and competitors in the financial services industry, providing a detailed analysis of financial metrics, input, and data.

  Contribute dynamic leadership skills to conduct meetings with internal marketing groups, national accounts, and sales managers and plan marketing materials campaigns aligning with distribution partner s goals.

  Conceptualize innovative marketing materials to facilitate sales of financial advisors.


Regional Sales Consultant (2005-2008)

  Cultivated strong business relationships with industry wholesalers to effectively gain repeat and referred business.

  Developed and implemented business plans to expand territory with sales of mutual funds, wrap accounts, 401K s, and separately managed accounts to achieve territory goals.

  Grew territory base through acquisition of new sales representatives to expand customer base and provide inside sales support to external wholesalers, reaching sales goals within Northern New Jersey.


Product Specialist (2005)

  Successfully expanded existing fund business with current producers by generating repeat business and producer prospect referrals from fund producers for wholesalers.

  Facilitated proactive marketing support, sales assistance, and follow up to brokers/producers and wholesalers to encourage superior customer service initiatives.


Investment Representative (2004-2005)

  Drive financial product sales by educating customers on mutual funds, 529 Plans, and Annuity s catering to their individual financial goals; established relationships with potential customers.

  Opened deposit accounts, processed loan applications, responded to customer inquiries, resolved issues, and referred cross-selling opportunities.


METLIFE FINANCIAL SERVICES, Danvers, MA                                                                          2003-2004

Financial Services Representative

  Generated revenue by profiling, analyzing, projecting, and implementing long-term insurance and financial plans to assist existing and prospective customers; consistently met or exceeded quarterly sales goals.

  Achieved licensure to sell and service Life Insurance, Long Term Care Insurance, Disability Income Insurance, College Planning, Annuities (Fixed & Variable), Mutual Funds, Business Retirement Plans and Individual Retirement Plans.


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Yyyyyy x. yyyyyy                                                             Page Two


Professional Experience (Continued)


GENUITY, Burlington, MA                                                                                                             1999-2001

Supervisor, Circuit Implementation Team

  Planned growth of the company s main internet project by partnering with 20 inter-exchange and local carriers.

  Reduced annual circuit expenses by $10.2 million in the 3rd Quarter of 2001 through implementation of strategic service and sales plans.

  Successfully supported a $450 million increase in revenue by close of 4th Quarter in 2000.

  Saved expenditures for the company with a project reducing circuit-provisioning intervals.

  Spearheaded training and mentoring programs to support $500 million of forecasted sales requirements in 2001.




COMTEL GROUP, Telecommunications Consultant, Waltham, MA                                 1997-1999

REFLECTION TECHNOLOGY, Customer Service Representative, Waltham, MA           1995-1996

CELLULAR ONE, Customer Service Representative, Westwood, MA                              1994-1995




EMERSON COLLEGE-Boston, MA, Bachelor of Arts in Business Communications, 1993

DEAN COLLEGE-Franklin, MA, Associate of Arts in Communications, 1991





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