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Financial Advisor Resume Example

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FINANCIAL ADVISOR
Accomplishments
  • Managed to open more than 6 applications a day.
  • Received great feedback on a daily basis from satisfied customers.
  • Skills Used Great customer service, Bilingual, typed over 25 words per minute, great communication skills, quick learner, the ability to work with Microsoft Excel and Microsoft Word, perfect attendance.
  • multi-task and ability to work under pressure.
Professional Summary
Skills
  • Skills Used
  • Typed over 25 words per minute
  • Provided great customer service
  • Multi-tasked
  • Team work
  • Fast learner
  • The ability to work with Microsoft Excel and Microsoft Word
  • Bilingual
  • Certified Insurance Agent (Temporary)
  • StoneTapert - Sierra Madre, CA - November 2014 to June 2015
  • Responsibilities
  • Offer customer service, answer inbound and outbound calls, enroll customers and provide a health insurance
  • plan for the customers.
  • Microsoft Excel and Microsoft Word, Perfect Attendance. Great Customer Service, Communication skills, Bilingual, Quick Learner, Dedicated, Motivated, Multi-Task,
  • Team Player, The ability to work with Microsoft Excel and Microsoft Word. (6 years)
  • CERTIFICATIONS/LICENSES
  • Life Insurance
Work History
Financial Advisor, 10/2015 to Current
World Financial Group WFG – Covina, CA
  • Help clients save and earn more money.
  • Recruit - Cold Call - Prospect Proactive Customer Relations Management (PCRM).
06/2015 to Current
American Honda – Chino, CA
  • Answer inbound phone calls and make outbound calls.
  • Answer the customer's/ dealership's questions - Create cases - Assist customer's with scheduling an appointment.
  • Locate customer's information - Manage cases - Provide excellent customer service Accomplishments Received positive feedback from customer's and supervisors.
Financial Sales Associate/ Cashier, 10/2010 to 01/2014
Northgate Markets – El Monte, CA
  • Money Handling, Sales, Money Orders, Bill Payments, Money Transfers and Bank Deposits, Record Keeping, Inventory and Handled over $20,000 a night.
  • Accomplishments Started as a Cashier and Received a Promotion within the third month as a Financial Associate.
  • Was named Employee of the Month, Came second out of Forty-Two stores to make the most Sales on Phone Recharges.
Education
High School Diploma: 2010
Arroyo High School - Monte, CA
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Resume Overview

Companies Worked For:

  • World Financial Group WFG
  • American Honda
  • Northgate Markets

School Attended

  • Arroyo High School

Job Titles Held:

  • Financial Advisor
  • Financial Sales Associate/ Cashier

Degrees

  • High School Diploma : 2010

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