LiveCareer-Resume

financial advisor resume example with 6+ years of experience

Jessica Claire
  • , San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
Hardworking Financial professional with hands-on experience on conducting data analysis. Superior understanding of reporting tools, including scorecards, graphs and charts. Proficient in MS Excel with forecasting, modeling and Reporting. Comfortable collaborating with team members and working independently.
Skills
  • Management and leadership experience
  • Leadership skills and experience
  • Organizational leadership and Team leadership
  • Financial and operational reporting
  • Customer relationship management
  • Administrative support
  • Developing solutions
  • Financial management
  • Excellent communication skills
  • Flexible team player
  • Business writing
  • Report analysis
  • Critical thinker
  • MS Office proficient
  • Account management, Listening
  • Administrative support, Market research
  • Approach, Marketing
  • Agency, Market
  • Banking, Mathematics
  • Business development, Meetings
  • Business Strategy, MS Excel
  • Business writing, MS Office
  • Excellent communication, Networking
  • Competitive, Ons
  • Customer relationship management, Organizational
  • Client, Policies
  • Clients, Processes
  • Customer satisfaction, Progress
  • Databases, READING
  • Direct marketing, Recruitment
  • Economics, Reporting
  • Financial, RFP
  • Financial Management, Selling
  • Human resource, Sales
  • Human Resources Management, SAP
  • Insurance, Team player
  • Leadership, Phone
  • Team leadership, Underwriting
  • Leadership skills
  • Law
Work History
Financial Advisor, 01/2019 - Current
Bmo Brownsburg, IN,
  • Responsible to liaise between clients and insurance companies,.
  • Find the client the best deal for insurance coverage,.
  • Build and maintain business relationships with clients, schedule and attend meetings, discuss and assess clients' current and future insurance needs.
  • Identify staff requirements and communicating to human resource department to initiate recruitment and training processes.
  • Develop and maintain long-term relationships with policyholders and small business entities.
  • Schedule fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Determine financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Approach potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Work to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Calculate premiums and established payment methods for sales.
  • Meet with at least 12 - 20 existing and prospective clients each week to select appropriate insurance policies.
  • Meet with customers to provide information about available products and policies.
  • Develop sales leads from direct referrals, networking and targeted marketing campaigns.
  • Remain impartial in order to advise clients based on circumstances.
  • Manage intake of stop-loss RFPs, fulfilled RFPs from internal underwriting team and preferred partners, tracked RFP performance and made recommendations to management for changes to products and policies.
Insurance Sales Manager, 07/2014 - 03/2019
Breathe Easy Des Moines, IA,
  • Worked in high-volume, competitive sales environment.
  • Built relationships with clients through active listening and adaptive talents to provide excellent service.
  • Calculated quotes and educated potential clients on insurance options.
  • Identified and solicited sales prospects in agency databases.
  • Negotiated new and renewal production goals with business development manager.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Achieved top sales status in region by bringing in more than $35,000 of annual premium in quarter.
  • Generated sales by recommending policies and add-ons.
  • Conducted weekly sales meetings to discuss business opportunities and strategies and alleviate issues.
  • Trained new associates in successful sales and performance strategies.
  • Developed monthly team action plans and monitored progress.
  • Used MS Excel to keep track of sale's team performance metrics.
  • Managed and motivated sales team to increase revenue by 50% in a month.
  • Hired, trained and motivated sales and marketing professionals.
  • Trained and mentored more than 50 employees to grow sales market and increase customer satisfaction.
  • Trained more than 50 than new sales representatives on sales strategies and processes to reduce process gaps.
  • Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
  • Sold Final expense, whole life, term life, universal and annuities and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Education
Master of Science: Management Science, Expected in 05/2013
-
Eastern Nazarene College - Quincy, MA
GPA:
Status -
  • Dissertation: Impacts of Foreign Direct investment on the Banking Sector in the Sub-Saharan region of the African Continent.
  • Graduated cum laude
  • Coursework in Human Resources Management and Organizational Behavior, Business Ethics, Corporate and Business Strategy, Business Ethics, Corporate and Business Strategy, Economics, management, Entrepreneurship.
  • Bachelor of Science: Finance, Expected in
    -
    University of Buea - ,
    GPA:
    Status -
    Minored in Banking Management: , Expected in
    -
    - ,
    GPA:
    Status - Graduated cum laude
    Coursework in Financial Mathematics, Financial Management, Financial System and Financial Institutions, Banking Law and Econometrics READING: , Expected in
    -
    - ,
    GPA:
    Status - Financial topics and financial market research report. Self-educated on SAP financial Software. Constantly seeking further understanding and comparison of products and services within my industry of work.
    Work History
    Financial Advisor, 01/2019 - Current
    One Life America Yuba City, CA
    • Responsible to liaise between clients and insurance companies,.
    • Find the client the best deal for insurance coverage,.
    • Build and maintain business relationships with clients, schedule and attend meetings, discuss and assess clients' current and future insurance needs.
    • Identify staff requirements and communicating to human resource department to initiate recruitment and training processes.
    • Develop and maintain long-term relationships with policyholders and small business entities.
    • Schedule fact-finding appointments and consultations to determine client needs and overall financial situations.
    • Determine financial needs by assessing existing coverage and aligning new products and services with long-term goals.
    • Approach potential clients by using direct marketing techniques, including mailings and phone contacts.
    • Work to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
    • Calculate premiums and established payment methods for sales.
    • Meet with at least 12 - 20 existing and prospective clients each week to select appropriate insurance policies.
    • Meet with customers to provide information about available products and policies.
    • Develop sales leads from direct referrals, networking and targeted marketing campaigns.
    • Remain impartial in order to advise clients based on circumstances.
    • Manage intake of stop-loss RFPs, fulfilled RFPs from internal underwriting team and preferred partners, tracked RFP performance and made recommendations to management for changes to products and policies.
    Insurance Sales Manager, 07/2014 - 03/2019
    American Income Life Billerica, MA
    • Worked in high-volume, competitive sales environment.
    • Built relationships with clients through active listening and adaptive talents to provide excellent service.
    • Calculated quotes and educated potential clients on insurance options.
    • Identified and solicited sales prospects in agency databases.
    • Negotiated new and renewal production goals with business development manager.
    • Upsold additional products and services after identifying customer needs and requirements.
    • Achieved top sales status in region by bringing in more than $35,000 of annual premium in quarter.
    • Generated sales by recommending policies and add-ons.
    • Conducted weekly sales meetings to discuss business opportunities and strategies and alleviate issues.
    • Trained new associates in successful sales and performance strategies.
    • Developed monthly team action plans and monitored progress.
    • Used MS Excel to keep track of sale's team performance metrics.
    • Managed and motivated sales team to increase revenue by 50% in a month.
    • Hired, trained and motivated sales and marketing professionals.
    • Trained and mentored more than 50 employees to grow sales market and increase customer satisfaction.
    • Trained more than 50 than new sales representatives on sales strategies and processes to reduce process gaps.
    • Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
    • Sold Final expense, whole life, term life, universal and annuities and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
    Skills
  • Management and leadership experience
  • Leadership skills and experience
  • Organizational leadership and Team leadership
  • Financial and operational reporting
  • Customer relationship management
  • Administrative support
  • Developing solutions
  • Financial management
  • Excellent communication skills
  • Flexible team player
  • Business writing
  • Report analysis
  • Critical thinker
  • MS Office proficient,
  • Account management, Administrative support, Approach, agency, Banking, business development, Business Strategy, Business writing, Excellent communication, competitive, Customer relationship management, client, clients, customer satisfaction, databases, direct marketing, Economics, Financial, Financial Management, human resource, Human Resources Management, insurance, leadership, Team leadership, Leadership skills, Law, listening, market research, marketing, market, Mathematics, meetings, MS Excel, MS Office, networking, ons, Organizational, policies, processes, progress, READING, recruitment, reporting, RFP, selling, sales, SAP, team player, phone, underwriting
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    Resume Overview

    School Attended

    • Eastern Nazarene College
    • University of Buea

    Job Titles Held:

    • Financial Advisor
    • Insurance Sales Manager

    Degrees

    • Master of Science
    • Bachelor of Science
    • Minored in Banking Management
    • Coursework in Financial Mathematics, Financial Management, Financial System and Financial Institutions, Banking Law and Econometrics READING

    By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

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