Financial Planner Resume Example

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FINANCIAL PLANNER
Summary

Business Executive with extensive Sales and Marketing experience in the consumer products, home healthcare, and financial services industries. Successfully builds client relationships by establishing credibility through knowledge, integrity and trust. Recognized for consistently driving sales, profitability and growing market share.

Highlights
  • National Account Management
  • Established track record of exceptional sales results
  • Excellent communication skills
  • Energetic
  • Mentoring/Succession Planning
  • Key Account Management
  • Strategic Planning
  • Sales Force Development



  • Resolution-oriented
  • Compelling leadership skills
  • Exceptional multi-tasker
  • Complex project negotiations
  • CRM
  • Competitive Analysis
  • Prospecting
  • Contract Negotiations
Accomplishments
  • Developed highly effective sales training strategies as Sales Manager of a [number]-person team.
  • Exceeded Sales Management goals by [number]% on a quarterly basis, which led to promotion to Regional Sales Manager within [number] months.
  • Named "Employee of the Month" in [Month, year].
  • Managed a successful sales team of [number] members who consistently exceeded sales goals by [number]% each month.
Experience
Financial Planner01/2013 to CurrentCompany NameCity, State
  • Provide integrated financial planning services that allows clients to reach their financial objectives, from the most basic financial planning solutions to the very complex strategies associated with business and estate planning.
  • Utilize CRM skills/tools to engage prospective clients, establish trust and create a comfortable working relationship.
  • Work with clients to create/deliver a comprehensive financial plan to help them meet their goals.
  • Coordinate with Attorneys, CPAs and other professionals to implement strategies and products.
  • Extensive use of Sandler Selling System.
Licensed Agent01/2011 to 01/2013Company NameCity, State
  • Worked with individuals, families, business owners, executives and retirees to help achieve their financial and personal goals by developing strategic plans to accumulate wealth and reduce tax burden.
  • Awarded early achievement success award in 3 months.
  • Extensive use of the Gail Goodman selling process.
President01/2008 to 01/2011Company NameCity, State
  • National home healthcare company providing private duty home healthcare and temporary medical staffing.
  • Home healthcare business with responsibility for all aspects of operations including accounting, P&L, personnel and balance sheet.
  • Key duties included sales, marketing, business development, client services, development of supply line list and strategic relationships with related healthcare vendors.
  • Developed sales/marketing relationships with 100+ hospitals, assisted living facilities, rehab centers, hospices, retirement communities and nursing homes through cold calling and network development.
  • Researched the market to develop key competitive advantages for sales/marketing presentations.
  • Hired, trained and developed office/field staff.
  • Developed strategic partnerships with Eldercare Attorneys, Lab Testing Facilities, Durable Medical Equipment and Medical Accessory providers to expand service offerings.
Vice President/Executive Director01/1990 to 01/2008Company NameCity, State
  • Responsible for developing/implementing the retail merchandising plan for the $1.4 billion U.S.
  • Greeting Card Division including visual merchandising, customer relationships, store planning and merchandising operations.
  • Reported to the SVP/CMO Sales, managed 7 direct reports and a staff of 100 professionals.
  • Maintained strategic relationships with key retailers in order to understand their specific needs and develop appropriate solutions.
  • Developed strategic alliance relationships with C-Level and VP executives.
  • Managed the merchandising creative team to develop new display vehicles and managed their outsourcing to various vendors.
  • Developed strategic partnership with the Product Management group in development of line lists/products in relation to merchandising needs.
  • Responsible for management of all corporate order input/processing, line lists and logistics/communications with five distribution centers.
  • Key areas included everyday reorder processes, seasonal order management, point of sale replenishment, UPC administration, call center operations, fixture operations, and card department layouts at retail.
  • Reported to SVP & Chief Operations Officer, managed 6 direct reports, and a staff of 120.
  • Launched the department, consolidating and restructuring 6 separate functional areas, to create supply chain efficiencies, upgrade initiative implementation at retail and mesh seamlessly with the sales group.
  • Maintained strategic relationships with retailers to coordinate specific sales and logistics processes.
  • P&L responsibility for this $900 million, 17 state retail sales business unit including budgeting and finance, key account management, contract negotiations, and customer service.
  • Reported to the Zone VP of Sales, managed 19 district managers, 8 account executives, 15 installation managers, and 165 territory reps.
  • Directed all sales and marketing efforts for the region's 75 chain headquarters.
  • Contributed $80 million in retail sales through prospecting efforts Sustained revenues by successfully negotiating more than 150 exclusive supply contracts.
  • Participated in industry product shows.
Education
B.S: MarketingFairleigh Dickinson UniversityCity, StateMarketing
Skills
account management, accounting, balance sheet, basic, budgeting, business development, C, call center, cold calling, competitive, contract negotiations, contracts, CRM, client, clients, customer service, finance, financial, financial planning, functional, insurance, logistics, marketing, market, merchandising, office, negotiating, network, nursing, order management, personnel, presentations, processes, Product Management, retail, retail sales, Selling, Sales, staffing, strategic, strategic plans, supply chain, tax, upgrade

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Resume Overview

School Attended

  • Fairleigh Dickinson University

Job Titles Held:

  • Financial Planner
  • Licensed Agent
  • President
  • Vice President/Executive Director

Degrees

  • B.S : Marketing

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