Financial Advisor resume example with 9 years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
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.

  • Research and Data Analysis
  • MS Office Proficient
  • Excellent communication skills
  • Statistical analysis
  • Financial modeling
  • Communications leadership
  • Consultative sales
  • Team building
  • Customer relationship management
  • Ability to prioritize
Work History
03/2019 to Current
Financial Advisor Coxhealth Hollister, MO,
  • Responsible to liaise between clients and insurance companies,.
  • Find a 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.
07/2014 to 03/2019
Insurance Sales Manager Farmers Insurance Group Asheville, NC,
  • 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 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.
07/2007 to 09/2009
Junior Financial Analyst Abbott Laboratories Rapid City, SD,
  • Recommended investment strategies to meet client financial objectives that will generate more saving account opening and more loan portfolio
  • Developed forecasting tools to analyze saving account revenue variance, business pipeline and industry trends.
  • Developed financial models for projects and presentations.
  • Reviewed statistical information to determine financial trends for use in investment planning.
  • Analyzed and monitored statistical data trends such as periodic sales trends vs agency goal
  • Consolidated financial data and materials for key leadership meetings.
  • Reviewed financial reports and streamlined operations to increase productivity and company profits.
  • Ran and analyzed monthly revenue risk reports for executive team.
  • Performed calculations and statistical analysis on Sales Report.
  • Provided administrative support to senior analysts and department professionals.
  • Used Excel Sofware to create reports and recommended courses of action to upper management.
Expected in 05/2013
Master of Science: Management Science
Eastern Nazarene College - Quincy, MA,
  • 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.
  • Awarded Distinction of honor on thesis project
Expected in 05/2007
Bachelor of Science: Finance
University of Buea - Buea, South Ouest Cameroon,
  • Graduated cum laude
  • Minored in Banking Management
  • Coursework in Times Series Analysis, Econometrics, Operational Research, Macro-dynamics, Political Economics, International Monetary, Financial Macroeconomics, Monetary Policy and Theory, Financial Markets and Economic Policies
  • Life Health Producer license
  • Anti-Money Laundry Certification

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Resume Overview

School Attended

  • Eastern Nazarene College
  • University of Buea

Job Titles Held:

  • Financial Advisor
  • Insurance Sales Manager
  • Junior Financial Analyst


  • Master of Science
  • Bachelor of Science

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