financial representative resume example with 3+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - - -

I am 23 years old always looking for new opportunities for growth. Through out the years Ive had 4 main jobs from Janitorial, Security Officer, Export Flight Agent, and now Financial Reprensantative. All very unique careers that come with its own responsibilities, its own path, and experience, I can say they have a few things in common, I strived in every single one of them. Entering with minimum to no knowledge yet with time I gained skills, more knowledge, confidence, leadership, teamwork spirit that will be very helpful in my future endeavors.


Great communication


Problem solver


Great Teammate

Great customer service


Hard working

Self motivated

Self Growth

Detailed Oriented

08/2021 to Current
Financial Representative Fidelity Investments Wittmann, AZ,
  • State and General Licensed Certified.
  • Communicated with clients to understand needs and identify best policies for each case.
  • Calculated premiums and established payment methods.
  • Contacted prospective customers to present information and explain available services.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Obtained underwriting approval by completing application for coverage.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
  • Developed appropriate quotes based on risk information.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Met with division leaders and consultants to discuss strategies to increase sales.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Achieved repeat business and referrals through personalized services.
01/2022 to 02/2023
Cargo Export Flight Agent Oneida Indian Nation Oneida, NY,
  • Issued air freight bookings and kept track of the shipments
  • Expedited freight transportation documents
  • Did Data entry of bookings information and kept the system updated
  • Promoted the products and services of all airline routes we represent to customers and prospects
  • Managed customer’s claims and follow up until issues are completely resolved
  • Prepare product and service reports by collecting and analyzing customer's information/data
  • Support the entire team across all stations by helping with customer and freight issues as needed
  • Perform other duties as assigned
  • Made sure documentation was correct on paper and updated in the system
  • Prepped export freighter flights, making sure pick list were with the correct information, if any errors corrected them
  • Worked as a team to ensure the accuracy of AWBs
  • Made sure cargo documents were available if not I was pro active in finding it and correcting any errors
  • Was very well work oriented, paid attention to every detail, and met every deadline in a timely manner.
  • Updated computer system with details such as dimensions, weights and general waybill data.
08/2021 to 08/2022
Security Officer Allied Universal City, STATE,
  • Ensure the facility is provided with high quality security services to protect people and property
  • Report safety concerns, security breaches and unusual circumstances both verbally and in writing
  • Build, improve and maintain effective relationships with both client employees and guests
  • Answer questions and assist guests and employees
  • Answer phones or greet guests / employees in a professional, welcoming manner
  • Monitored 1 buildings
  • Followed all security and safety regulations
  • Wrote logs and incident reports
  • Monitored entrance and exit doors and access gates
  • Monitored and authorized entrance and departure of employees, visitors and guests
  • Provided escorts for Guest , when appropriate
  • Effectively recommended appropriate action during emergency situations
02/2019 to 02/2021
Janitor/Maintenance ABM Industries Inc City, STATE,
  • Cleaned building floors by sweeping, mopping, scrubbing, or vacuuming them
  • Followed procedures for the use of chemical cleaners and power equipment to prevent damage to floors and fixtures
  • Sometimes using ladders, dusts and washes furniture, walls, machines, and equipment; cleans ceilings and dusts and polishes light fixtures
  • Moved cabinets, boxes, furniture, crates, and equipment to clean areas, either manually
  • Removed stains from such surfaces as rugs, drapes, walls, and floors using chemicals and cleaning solutions
  • Mixed water and detergents or acids in containers to prepare cleaning solutions according to specifications
  • Cleaned and vacuumed carpeted areas, including application of spot cleaning treatment
  • Gathered and emptied trash cans
  • Cleaned and polishes furniture and fixtures
  • Services, cleaned and supplies restrooms
  • Cleaned interior partition glass, windows, glass partitions, and mirrors using soapy water or other cleaners, sponges, and squeegees
  • Keep janitor's closet neat and orderly and maintain equipment in good working order
  • Requisitions supplies and equipment needed for cleaning and maintenance duties
  • Made basic repairs
  • Did Miscellaneous duties as assigned
Education and Training
Expected in 02/2018 to to
High school diploma:
- ,
Full Professional
Full Professional

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Resume Overview

School Attended

Job Titles Held:

  • Financial Representative
  • Cargo Export Flight Agent
  • Security Officer
  • Janitor/Maintenance


  • High school diploma

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