Financial Services Representative Resume
The original resume was created with a resume wizard in Microsoft Word and had a one-line summary. The writer altered the contact information, dates, and company information and mentioned the Sales Production of the Year award.
Sample Financial Services Representative Resume
Retirement Planning • Life Insurance • Mutual Funds • Annuities
Pension Funds • College Funds • Disability Insurance
Award-winning bilingual financial services professional with diverse background in individual and corporate investment planning and management. Earned Sales Production of the Year award (2003) for increasing sales by 10% during first six months of employment. Skilled in identifying and maintaining new business opportunities and client relationships. Extensive experience facilitating presentations and workshops on financial planning and services. Outstanding communications and customer service skills with the ability to manage multiple clients and responsibilities.
Series 7, Series 63, New York & New Jersey Life and Accident/Health
Registered Financial Services Representative, MetLife Financial Services, New York, NY, 2001-present
- Service 100+ existing and new clients on financial and insurance products and plans; facilitate monthly seminars on financial planning and debt management; develop marketing strategies to enhance customer base through mass mailings, cold-calling, referrals, walk-and-talks, expositions and educational seminars; analyze investment portfolios, review assets allocations, risk tolerance and objectives; administer life insurance, annuity and pension plan benefits to corporations, medical facilities and unions; provide medical benefits and employer-sponsored retirement plans to small-business owners.
Mutual Funds Sales Liaison, Salomon Smith Barney, Inc., New York, NY, 1999-2001
- Provided 300+ financial consultants with mutual fund, portfolio content sales and marketing support; resolved 200+ client account discrepancies relating to dividend payments, performance analysis and 1099s; recommended fixed-income and equity products based on investors' objectives; developed and prepared weekly newsletter for 150+ employees detailing mutual fund updates and departmental issues; calculated and analyzed hypothetical illustrations on mutual fund performance and investment risks.
Registered Sales Assistant, Citigroup, New York, NY, 1998-1999
- Worked directly with two financial consultants managing $350+ million in assets; researched performance of stocks, bonds and mutual funds; served as liaison between high-net-worth clientele, banking institutions and Citigroup; managed and maintained 200+ brokerage accounts; provided market data and research to top-tier investors; assisted financial consultants with presentations and trainings; transmitted daily client stock purchases through Post Order Entry System.
Word, Excel, PowerPoint, Principia Pro, Morningstar, Investment View, Bloomberg, Internet
BS, Business Administration-SUNY Stony Brook Harriman School for Management and Policy, 1998