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Financial Consultant / Vice President Resume Example

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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.
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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

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