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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx •


Enthusiastic Sales Leader eager to contribute 20+ years of Financial Services, New Business Development, Account Management, and Customer Relations experience toward maximizing an employer s bottom-line.


Profile of Qualifications


         Top performer who uses strong prospecting and presentation skills to acquire, retain, and expand new / existing client relationships, along with meeting with clients to ascertain key financial needs and provide product recommendations.

         Ambitious self-starter who excels at evaluating financial markets, analyzing consumer needs, identifying profitable growth opportunities, defining strategies for capturing new clientele, and attaining solid leveraging in competitive territories.

         Out-of-the-box thinker who offers core knowledge of financial products, account management, and industry trends.

         Holds Series 6 License, as well as 215 Life, Health & Annuities License.


Career Highlights


         Achieved Top Producer status and within the Top 10% for statewide offices throughout tenure as Insurance Advisor.

         Recognized for job performance excellence with Successful New Agent Elite awards from multiple recent companies.

         Successfully obtained numerous internal awards for sales accomplishments while working within the mortgage industry.

         Attained status as the #2 Rookie Agent within a competitive Southeast territory.


Professional Synopsis


Insurance Advisor

New York Life / Great American Senior Benefits / Bankers Life & Casualty Insurance 2008 C Present


         Utilize comprehensive financial and insurance industry knowledge to analyze individual client needs, provide key product and services recommendations, and deliver ongoing support, including assisting with diverse estate and retirement goals.

         Drive bottom-line results within competitive markets by soliciting new customers via approved methods and techniques, as well as promptly responding to and resolving various client concerns to ensure high-quality companywide services.

         Offer full range of Medicare supplements, life insurance, long-term care, mutual funds, and variable / fixed annuities.


Senior Account Executive

Downey Savings & Loan                                                                                                              2006 C 2007


         Strategically steered the set up of new brokers within Hillsborough and Pinellas counties and introduction of Downey Saving products, including managing 4 large-scale national accounts and guaranteeing updated materials on changes to programs and guidelines, as well as liaising among loan officers across the nation to pre-qualify individual loans.

         Contributed strong communication skills to conduct sales seminars on benefits / features of pay option programs.

         Built positive public relations by participating in tradeshows to introduce brokers to Downey programs and products.


Senior Account Executive

Popular Financial Services                                                                                                         2004 C 2006


         Met and / or exceeded personal goals by aggressively developing new subprime business within Hillsborough and Pinellas counties, including interfacing among top brokers to assure conditions were met for efficient loan closings.

         Conducted targeted sales seminars for loan officers to educate them on PFS products and guidelines, along with attending industry-wide tradeshows to meet new brokers and gather prospective leads for new business opportunities.

Yyyyyy x. yyyyyy

(xxx-xxx-xxxx • • Page Two


Professional Synopsis (continued)


Senior Loan Officer

American Home Loans                                                                                                                  2000 C 2004


         Expertly originated and processed loans for all business types, including VA, FHA, Conventional, and Sub Prime.

         Optimized operations success by building relationships with local real estate offices and financial organizations.


President / Owner

Preferred Mortgage Equity Corporation                                                                                  1995 C 2000


         Demonstrated sharp analytical abilities toward underwriting, pricing, and placing loans while seamlessly handling comprehensive administrative operations, staff training / development, investor relations, and problem-solving.


Area Account Manager

GE Home Equity Services                                                                                                             1991 C 1995


         Maximized growth efforts by developing a North Carolina and Southern Virginia territory providing services to banks, correspondents, and brokers, including building strong relationships with large conforming mortgage bankers.

         Served as a critical negotiations mediator between clients and GE to reach mutually acceptable solutions.


~ Additional Professional Roles Held Prior to 1991 Provided Upon Request ~


Professional Licensure


Series 6 License


215 Life, Health & Annuities License


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