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Financial Investment Executive resume example with 9+ years of experience

JC
Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Professional Summary

Accomplished Sales Executive with 22 years of experience in consistently promoting company brand. Passionate expert and valuable business consultant with talents in analysis, consumer knowledge and industry dynamics. Coordinating with customers, retail partners and distribution partners to accomplish sales goals while maintaining strong professional relationships.

Skills
  • Sales Presentation
  • Client Needs Assessment
  • Consultative Sales Approach
  • Closing Procedures
  • Communications Strategies
  • Sales Team Leadership
  • Customer Accounts Management
  • Public Speaking
  • Interpersonal and Written Communication
  • Staff Management
Work History
07/2019 to Current Financial Sales Executive Costa Vida | , , New York, NY
  • Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
  • Investigated market changes and devised approaches to take advantage of emerging opportunities.
  • Motivated high-performing sales team to increase sales by 135% through training.
  • Developed incentives for registered and non registered reps, achieving sales targets to increase revenue.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Implemented initiatives to improve customer satisfaction and increase repeat business.
  • Managed recruitment, training and development for highly effective sales team.
  • Developed and led group training courses to align with corporate sales and service goals.
  • Monitored day-to-day activities of company and employees, noting areas needing improvement and implementing plans for rectification.
03/2016 to 07/2019 Managing Partner South Bay Capital | , , Hauppauge, NY
  • Established and implemented business procedures and process improvements.
  • Analyzed and presented financial standings and cost effectiveness to other partners and investors.
  • Hired, trained, motivated, evaluated and supervised staff and offered guidance and resources to accomplish job and department objectives.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
  • Built productive relationships with industry partners and competitors to support strategic business objectives.
  • Oversaw large-scale staff recruitment and development initiatives to keep workforce skilled and effective.
05/2012 to 02/2016 Global Financial Executive Laidlaw & Company UK | , , Ny, NY
  • Recruited, interviewed, hired and trained 200+ employees and implemented mentoring program to promote positive feedback and engagement.
  • Implemented initiatives to improve customer satisfaction and increase repeat business.
  • Motivated high-performing sales team to increase sales by 113% through training.
  • Completed daily cold calling and outreach to build sales pipeline.
  • Answered questions about company offerings with knowledgeable responses about products and services. Contacted businesses via cold or warm calling to offer services relevant to industries or niches.
  • Maintained relationships with clients long term..
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Drove sales by following up with leads and new customers through outbound calls and in person meetings..
Education
Expected in Associate of Arts | Business SUNY Farmingdale, Farmingdale, NY, US, Farmingdale, NY GPA:
Expected in Certificate Labor Relations | Collective Bargaining Cornell University IRL School, New York, GPA:

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Resume Overview

School Attended

  • SUNY Farmingdale, Farmingdale, NY, US
  • Cornell University IRL School

Job Titles Held:

  • Financial Sales Executive
  • Managing Partner
  • Global Financial Executive

Degrees

  • Associate of Arts
  • Certificate Labor Relations

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