LiveCareer
LiveCareer
  • Dashboard
  • Jobs
  • Resumes
  • Cover Letters
  • Resumes
    • Resumes
    • Resume Builder
    • Resume Examples
      • Resume Examples
      • Nursing
      • Education
      • Administrative
      • Medical
      • Human Resources
      • View All
    • Resume Search
    • Resume Templates
      • Resume Templates
      • Nursing
      • Education
      • Medical
      • Human Resources
      • Customer Service
      • View All
    • Resume Services
    • Resume Formats
    • Resume Review
    • How to Write a Resume
    • CV Examples
    • CV Formats
    • CV Templates
    • Resume Objectives
  • Cover Letters
    • Cover Letters
    • Cover Letter Builder
    • Cover Letter Examples
      • Cover Letter Examples
      • Education
      • Medical
      • Human Resources
      • Customer Service
      • Business Operations
      • View All
    • Cover Letter Services
    • Cover Letter Templates
    • Cover Letter Formats
    • How to Write a Cover Letter
  • Jobs
    • Mobile App
    • Job Search
    • Job Apply Tool
    • Salary Calculator
    • Business Letters
    • Job Descriptions
  • Questions
  • Resources
  • About
  • Contact
  • 0Notifications
    • Notifications

      0 New
  • jane
    • Settings
    • Help & Support
    • Sign Out
  • Sign In
Member Login
  • LiveCareer
  • Resume Search
  • Financial Consultant / Vice President
Please provide a type of job or location to search!
SEARCH

Financial Consultant / Vice President Resume Example

Resume Score: 100%

Love this resume?Build Your Own Now
FINANCIAL CONSULTANT / VICE PRESIDENT
Professional Summary
Motivated Sales Manager skilled in leading teams to set record-high sales figures, expand existing territories and develop new accounts. Driven Investment Banker with excellent presentation, negotiation and interpersonal skills. Investment Banker who aggressively builds solid client bases and drives revenue growth.
Skills
  • Extensive personal network
  • Trained in consumer marketing
  • B to B sales
  • Empowers high-performing sales teams
  • Strong interpersonal skills
  • Analytical problem solver
  • Positive and upbeat
  • Goal-oriented
  • Accomplished manager
  • Compelling sales proposal writer
  • Strategic account development
    High-Impact Sales Presentations
  • Review of contracts
  • Decisive
  • Team player
  • Strong team-builder
  • Proficient in MS Office
  • Background in mutual funds, stocks, bonds and investments
  • Extensive knowledge of SEC regulations
  • Risk investment analysis
  • Accurate forecasting
  • Practices due diligence
Work History
Financial Consultant / Vice President, 04/2011 to 09/2014
CenterState Bank – Lake Wales, Fl.
  • Responsible for overall Management and Sales that included six branches.
  • Performed several functions that included the accountability for the accomplishment of objectives for new business, customer retention, overall revenue growth and profitability as well as training.
  • Provided plans and directs for all brokerage and insurance activities regarding policies, objectives, and initiatives for the assigned area.
  • Recommended and executes goals, plans and budgets for area of responsibility.
  • Produced new business and maintained certain key customer relationships.
  • Exceeded regional annual sales target by 20%.
  • Supported the sales team in writing proposals and closing contracts.
  • Created and launched new online marketing strategies that resulted in a 100% sales increase.
  • Developed quarterly and annual sales department budgets.
  • Planned and directed staff training and performance evaluations.
  • Reviewed operational records and reports to project sales and determine profitability.
  • Trained all incoming sales team members.
  • Contacted customers by phone and email in response to inquiries.
  • Promptly resolved all customer requests, questions and complaints.
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
  • Built relationships with customers and the community to establish long-term business growth.
  • Attended sales training camp and brought best practices leadership back to the company.
Investment Counselor, 02/2010 to 11/2010
BB&T Investments – Brandon, Fl.
  • Identify client's investment needs through basic financial planning and provide a variety of investment products to successfully meet their needs, as well as recognize opportunities by cross selling products and services for the bank lines thru referrals.
  • Plan and conduct client meetings to review existing investment accounts, determine changing needs and strengthen relationships.
  • Build and maintain a broad knowledge of all financial products.
  • Develop and build awareness of community involvement and business development to attract new assets.
  • Developed a new client base that was established of March 2010 which is currently at 3.9 million in sales.
Investment Advisor, 06/2003 to 02/2010
MetLife Resources – Lake Mary, Fl.
  • As a group provider for the 403B market I provided a business relationship with administrators to insure that a strategic business plan was established for several of investment and protection products.
  • Analyze investment opportunities and client needs, and recommend appropriate strategies.
  • Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management.
  • Market and sell appropriate investment products, financial and wealth management services, and products to clients.
  • Prepare and deliver presentations as well as seminars to clients and prospects for business development purposes.
  • Attend Investment Advisor meetings and continuing education sessions to stay current about products, services, and policies.
  • Comply with all industry rules and regulations.
  • Develop and cultivate a client base estimated at 14.5 million.
Correction Officer, 04/1983 to 05/2003
New York City Department of Corrections – Bronx, New York
  • Managed and supervised a 20-30 member staff.
  • Responsible for care, custody and control of inmates.
  • Controlled and monitored security within/outside of correctional facility.
  • Conducted institutional searches, Communication Skills Training.
  • Inventory of firearms, protection gear and high security radios.
  • Interaction/liaison with law enforcement agencies.
  • High Security transport/escort prisoners, monitor prisoner visitations.
  • Investigated/evaluated inmates for determination of security levels Prepared/ filed incident reports and transported important documents.
  • Crisis Intervention, hostage negotiator, Gang Intelligence.
Education
Associate of Arts: Business, 1 2005
SUNY-Empire State College - Saratoga Springs
1 1979
College of Aeronautics -
1 1983
New York City Department of Correction Academy -
Skills
Arabic, basic, budgets, business development, business plan, Communication Skills, client, clients, financial, financial planning, Fluent in French, insurance, Inventory, Law Enforcement, Market, market I, meetings, negotiator, policies, presentations, selling, Sales, seminars, strategic
Additional Information
  • QUALIFICATIONS Brokerage License, FINRA Series 7 & 63 Registered Notary in State of Florida Life Health and Annuity Insurance Licenses States of Florida & New York Self-motivated; able to achieve immediate and long-term goals and meet operational deadlines Respond well in high stress environments.
Build Your Own Now

DISCLAIMER

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:

  • CenterState Bank
  • BB&T Investments
  • MetLife Resources
  • New York City Department of Corrections

School Attended

  • SUNY-Empire State College
  • College of Aeronautics
  • New York City Department of Correction Academy

Job Titles Held:

  • Financial Consultant / Vice President
  • Investment Counselor
  • Investment Advisor
  • Correction Officer

Degrees

  • Associate of Arts : Business , 1 2005
    1 1979
    1 1983

Create a job alert for [job role title] at [location].

×

Advertisement

Similar Resumes

View All
Vice-President-of-Financial-Aid-resume-sample

Vice President of Financial Aid

Star Career Academy

Great Neck, New York

Financial-Center-Manager;-Vice-President-resume-sample

Financial Center Manager; Vice President

Bank of America

Port Saint Lucie, Florida

Financial-Assistant-of-Vice-President-resume-sample

Financial Assistant of Vice President

James Square Health and Rehabilitation Centre

Syracuse, New York

About
  • About Us
  • Privacy Policy
  • Terms of Use
  • Sitemap
Help & Support
  • Work Here
  • Contact Us
  • FAQs
Languages
  • EN
  • UK
  • ES
  • FR
  • IT
  • DE
  • NL
  • PT
  • PL
Customer Service
customerservice@livecareer.com
800-652-8430 Mon- Fri 8am - 8pm CST
Sat 8am - 5pm CST, Sun 10am - 6pm CST
  • Stay in touch with us
Site jabber winner award

© 2021, Bold Limited. All rights reserved.