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Financial Representative Senior Consultant Resume Example

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Skills
  • Proficient in Microsoft Office Suite
  • CRM Integrated Reporting Information System
  • Financial information reporting
  • Process Analysis and improvement
  • Planning and coordination
  • Working collaboratively
  • Project leadership
  • Account management
  • Financial administration
  • Client relationship management and retention
  • Team management
  • Business networking
  • Problem resolution
  • Critical thinking
  • Analytical
  • Flexible
  • Continuous professional development
Education
Business Administration And ManagementIvy Tech Community College of IndianaCity, State
  • Completed coursework in Business Management and Marketing.
Certifications and Licenses
  • Comptia A+ certification - 2008 to Present
  • Certified Pharmacy Technician - 2009 to 2014
  • ESI Kaizen Program Certification 2013
  • Series 6 - 2014 to 2017
  • Series 63 - 2014 to 2017
  • Health Insurance License - 2014 to 2017
  • Life insurance 2014 to Present
  • Long Term Insurance - 2014 to 2017
  • Disability Insurance - 2014 to 2017
  • Licensed Banker Platform Investments - 2017 to Present
  • Regions B3 Certification - 2018 to Present
  • NMLS - 2017 to Present
FINANCIAL REPRESENTATIVE SENIOR CONSULTANT
Summary

Well Established Financial Manger adept at collaboration and creating valuable team partnerships. Accomplished in evaluating financial backgrounds and meeting customer needs with a determined mentality and flexible approach.

Experience
Company Name - Financial Representative Senior ConsultantCity, State01/2017 - Current
  • Resolve escalated consumer and business customer issues in Manager's absence, including scheduling, counseling associates, and input into hiring decisions.
  • Act as quarterly interim branch manager in instances where branches are without or in between management.
  • Conduct Daily team huddles to plan daily goals and activities as well as review previous day's success.
  • Conduct branch cash audits of personnel and vault/ATM Ledgers.
  • Effectively manage client expectations regarding what can and cannot be executed on their behalf.
  • Develop and maintain highly effective working relationships with all business partners.
  • Create, maintain and execute Client Account Plan for each High Priority connection.
  • Successfully leverage both consumer and business credit and debt into financial plans to meet and exceed client goal(s).
  • Proactively identify and solve complex strategic problems impacting wealth management and business direction.
  • Secure long-term customer accounts, providing recommendations to promote service effectiveness and benefits to exceed client goals and needs.
  • Process and document customer and institutional payments.
  • Eliminat financial discrepancies, accurately ensuring correct reporting to senior leadership.
  • Collaborat with finance team to monitor supporting documentation for term and/or rate calculations.
Company Name - Thrivent Financial RepresentativeCity, State01/2014 - 01/2017
  • Developed on-going client relationships based on mutual trust and understanding.
  • Gathered and analyzed financial data from individuals and business to identify areas and improvement in their financial plan.
  • Created strategies to help clients achieve their financial goals.
  • Synthesized financial and budgetary information to solve problems and develop alternative solutions.
  • Implemented recommendations that satisfied planning gaps that were identified in clients existing financial landscape.
  • Worked with customers to determine needs, evaluate financial means and check eligibility for products or services.
  • Developed and managed growth-oriented business and marketing plans.
  • Drove profitability by leveraging analytics to support clients with life, disability and long-term care insurance investments.
  • Identified trends in financial performance to provide recommendations for improvement.
  • Educated members on strategies for minimizing tax liability.
Company Name - Oncology Sales Support LeadCity, State01/2012 - 01/2014
  • Coordinated with ESI analysts to streamline sales process and fulfillment.
  • Created Dynamic process and team to liaise with Sales and Pharmacy staff.
  • Acted as a secondary resource for team members regarding general and specific process questions.
  • Developed Comprehensive Training course/materials as well as guides for post training references used in expanding my Sales support team.
  • Oversaw sales support team projects and implemented methods to improve efficiency and service levels.
  • Orchestrated timely and accurate resolution of complex customer issues to enhance customer relationships.
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Resume Overview

School Attended

  • Ivy Tech Community College of Indiana

Job Titles Held:

  • Financial Representative Senior Consultant
  • Thrivent Financial Representative
  • Oncology Sales Support Lead

Degrees

  • Business Administration And Management

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