Financial Advisor resume example with 9 years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - -
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
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 AdvisorCoxhealth – 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 ManagerFarmers 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 AnalystAbbott 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.
Education
Expected in 05/2013
Master of Science: Management Science Eastern Nazarene College - Quincy, MA, GPA:
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, GPA:
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
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