Financial Consultant Resume Example
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FINANCIAL CONSULTANT
Professional Summary
Goal-driven, award-winning sales professional with repeated success generating company-leading revenues on a nationwide scale. Accomplished a record of multimillion-dollar revenue generation, #1 sales distinction and quota-surpassing results in selling complex financial and commercial-lending products.
Skills
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Work History
Assistant Sales Manager, 03/2015 to Current
Company Name – City, State
Company Name – City, State
- Exceeding all quotas, achieving up to 115% of monthly quota and closing as much as $1.5M in sales every month for 2 years to date.
- Provide consumer and business lines of credit,merchant credit card processing,debt consolidation,credit card modification
- Increased profits 15% by delivering investment management and financial planning services to customers to aid long-term goals.
- Completed over 1000 cold calls per week to bring in new customers, maintaining 20% conversion rate.
- Adhered to company policies and scripts to consistently achieve high call volume-time and quality standards.
- Trained new associates in successful sales and performance strategies.
- Coordinated office operations and kept the employees in compliance with company standards.
Account Manager, 05/2009 to 02/2015
Company Name – City, State
Company Name – City, State
- Managed full sales lifecycle for online E commerce accounts supplying plastic and glass containers for the medical and food and beverage industry
- Prospected leads, scheduled meetings and converted targets into customers at 15% rate
- Acquired more than $2 Mil in new customer accounts 2 consecutive years to date
- Sustained continuous improvement by implementing customer interface management systems through telephone communication, email marketing, live chat services and social media.
- Drop ship products from third party and preferred vendors to fulfill and maintain purchase orders for all accounts, prepare BOL and all logistics
- Processed and entered all customer orders into database and provided proactive customer service and sales for all accounts
- Responsible for all shipping, receiving and inventory operations
Fitness Manager, 04/2003 to 04/2009
Company Name – City, State
Company Name – City, State
- Implemented marketing strategies which resulted in 10% growth of new customer base
- Recruited average of 20 new participants each month over 4 year term
- Cultivated positive relationships with participants by interacting with them during group fitness classes
- Consistently exceeded monthly and annual quota's by 10% for over 4 years making NY location number one out of 26 locations
- Managed fitness centers, recreation facilities, and aquatic programs to ensure safety and program efficiency
- Increased revenue by managing past-due accounts and serving more members through improved scheduling practices
- Provided individual health coaching to help clients optimize personal choices.
Education
Outlook, Excel, 02/2015
Microsoft Certification - City
Microsoft Certification - City
Bachelor of Arts: Business ManagementDowling College - City, State
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Resume Overview
School Attended
- Microsoft Certification
- Dowling College
Job Titles Held:
- Assistant Sales Manager
- Account Manager
- Fitness Manager
Degrees
- Outlook, Excel , 02/2015
Bachelor of Arts : Business Management
