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Financial Consultant Resume Example

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FINANCIAL CONSULTANT
Professional Summary

Results-oriented Financial Service sales consultant with over 25 years of financial industry experience producing outstanding results and strong revenue growth for busy financial service industry. Successful in closing sales quickly and securing repeat business. Motivated and respected professional with excellent communication and negotiation skills. Engaging and pleasant personality with capability of maintaining existing customer accounts while penetrating new target markets.

Accomplishments
  • Ranked # 5 FC in the nation for Active Trader referrals in Q4 with 60%+ conversion ratio. (average is about 25-30%).
  • Ranked #19 FC in the nation with $17MM+ net new assets for Q4. (The national goal is $4.5MM).
  • Ranked #9 in the nation for Non-Practice book Flow of $17MM+.
  • Supervised team of 30 - 50 staff members.
  • Currently hold S7, S63, S66, S9/S10, S24 Licenses and California Insurance License.
  • Financial Planning Certificate from New England College of Business and Finance
Skills
  • Product and service knowledge
  • Demonstrations
  • Network development
  • Lead prospecting
  • Time management
  • Sales and marketing
  • Leadership
  • Interpersonal communication skills
  • Revenue Generation
  • Client Service
  • Financial Consulting
  • Investment Planning
  • Mutual Funds
  • Stock Market Understanding
  • Investment Advice
  • Insurance Knowledge
Work History
Financial ConsultantCompany Name - City, State03/2020 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Implemented initiatives to improve customer satisfaction and increase repeat business.
  • Exceeded revenue objectives of $4.5MM per quarter.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Assistant Branch ManagerCompany Name - City, State02/2019 - 01/2020
  • Maximized efficiency through effective resource allocation and employee management.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
  • Interviewed, hired and trained 50+ staff associates and equipped to comply with company policies and procedures.
  • Coached and developed branch staff by offering constructive feedback and hands on training opportunities.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
Branch Service ManagerCompany Name - City, State11/2009 - 02/2019
  • Protected company assets with strategic risk management approaches.
  • Met deadlines by proactively managing individual and team tasks and implementing repeatable processes.
  • Resolved escalated customer issues and boosted retention rates.
  • Engaged employees in business processes with positive motivational techniques.
  • Recruited, interviewed, hired and trained 50+ employees and implemented mentoring program to promote positive feedback and engagement.
  • Assessed employee performance and developed improvement plans.
  • Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
  • Gathered and reviewed customer feedback to improve operations.
  • Supervised work of 30- 50 financial service professionals.
  • Held sales coaching sessions.
  • Led team of 9 staff.
Branch Service ManagerCompany Name - City, State02/2003 - 11/2009
  • Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
  • Engaged employees in business processes with positive motivational techniques.
  • Recruited, interviewed, hired and trained employees and implemented mentoring program to promote positive feedback and engagement.
  • Assessed employee performance and developed improvement plans.
  • Met deadlines by proactively managing individual and team tasks and implementing compliance processes.
  • Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
  • Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
  • Oversaw daily branch preparations to consistently open on-time and maintain readiness to serve customers' needs.
  • Gathered and reviewed customer feedback to improve operations.
  • Supervised work of 50 financial service professionals.
  • Held sales coaching sessions.
  • Led team of 15 staff.
Education
Bachelor of Science: International FianaceTianjian University of Finance And Economic - City06/1984
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Resume Overview

School Attended

  • Tianjian University of Finance And Economic

Job Titles Held:

  • Financial Consultant
  • Assistant Branch Manager
  • Branch Service Manager

Degrees

  • Bachelor of Science : International Fianace

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