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Financial Consultant Resume Example

Resume Score: 80%

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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
  • Account Acquisition & Management
  • Strategic Sales & Business Planning
  • Consultative B2B & B2C Sales
  • Business development and planning
  • Business networking
  • Cold Calling & Prospecting
  • Pipeline Management
  • Presentations & Proposals
  • CRM Technologies-Salesforce
  • Team building and development
  • Market research
Work History
Assistant Sales Manager, 03/2015 to Current
Strategic Financial Group LLC – NY , NY
  • 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
Orca Smart – Ny, NY
  • 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
XSport Fitness – Garden City, NY
  • 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 - Hicksville, NY
Bachelor of Arts: Business ManagementDowling College - Oakdale, NY
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Strategic Financial Group LLC
  • Orca Smart
  • XSport Fitness

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

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