LiveCareer-Resume

financial sales consultant senior associate resume example with 20+ years of experience

JC J S S JS J S S JS J S S JS J S S JS J S S JS J S S JS
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Summary
Experienced business development professional skilled at providing consultations and advice to sales teams in the Insurance and Financial Services industry.
Skills
Written communication Strategic planning Strategic objective execution Financial Consulting
Experience
05/2014 to Current Financial Sales Consultant / Senior Associate Oregon State Credit Union | Monmouth, OR,
  • Develop daily workflows that include prioritizing of sales processing, communicating with New York Life's sales assistants, internal and external product wholesalers, underwriters, and business managers to ensure the correct issuing of insurance and financial products.
  • Research and develop sales supporting material as it relates to client needs and industry compliance.
  • This includes, but was not limited to financial illustrations, product application information, product detail, and fund performance.
  • Research applicable U.S.
  • Internal Revenue Service tax laws as they pertain to the financial services industry, New York Life, and the various products that are offered through New York Life and Annuity Corporation.
  • Research and analyze various business planning strategies, as well as methods of funding the techniques; ie: Executive Bonus Arrangements, Cross Purchase Buy/Sell Agreements, Split Dollar & Key Person Insurance) Developed comparison tables of products and services by researching product pricing, ratings and performance.
  • Create client review presentations and product performance summaries Provide professional customer service Processing of death claims Accounts payable.
06/2009 to 06/2014 Financial Services Consultant Platte Canyon District | Bailey, CO,
  • Profiled and analyzed investment products to develop customized financial strategies to be used by New York Life agents and financial planners when presenting to clients.
  • Researched and created financial strategies pertaining to clients current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and retirement goals.
  • Developed financial presentations using Power Point that were delivered to clients by financial service professionals.
  • Researched, and provided to New York Life agents and Financial Service Professionals, updated and current compliance information as it applied to FINRA, New York Life, and Pennsylvania state insurance and investment laws and guidelines.
01/1994 to 12/2011 Owner/President JD LANDSCAPE & CONSTRUCTION | City, STATE,
  • Conducted and managed sales of all business.
  • 70% of all business conducted was commercial line business.
  • Established and maintained an accounting system to reflect accurate financial records, including all payroll.
  • Created landscape designs and construction plans to meet the requests of clients.
  • Worked with construction administration consultants to plan field observations on schedule.
  • Conducted the purchasing and deliveries of all plants and materials.
  • Conducted all critical pre-installation conferences with general contractors, subcontractors, consultants and manufacturer's representatives.
  • Coordinated all schedules of the snow and ice control business.
07/1993 to 07/2009 Secondary English Teacher HARBOR CREEK SCHOOL DISTRICT | City, STATE,
  • Managing the day to day instruction of classes for students in grades 7 through 12.
  • Established encouraging and engaging lesson and unit plans appropriate for grade levels.
  • Lesson plans met state guidelines pertaining to objectives and standards, as well as district curriculum goals.
  • Adapted teaching methods and materials to meet students' varying needs.
  • This included adaptation to motivate special needs students who were mainstreamed into regular education classrooms.
  • Advised and mentored members of the school newspaper to create and distribute reputable weekly issues.
  • Professional journalism, correct and appropriate layout, and the history of journalism was focused upon.
  • Encourage student athletes to succeed and persevere both in and out of the classroom as a head coach of varsity swimming and wrestling.
  • Multiple state place winners came from these programs.
  • Represented and was a member of the Harbor Creek Education Association in the capacity of membership, grievance, and negotiation chairman positions.
Education and Training
Expected in 1993 to to BACHELOR OF SCIENCE | English Education Edinboro University of Pennsylvania, Edinboro, Pennsylvania GPA:
English Education
Expected in to to MA COURSE OF STUDY Professional Development | , , GPA:
Expected in 1997 to to This consisted of coursework in the field of Professional Development in Gannon University's graduate school of studies. MA COURSE OF STUDY Applied and Professional Ethics | Gannon University, Erie, Pennsylvania GPA:
Expected in 1997 to to | Gettysburg University, Gettysburg, Pennsylvania GPA:
Skills
accounting system, Accounts payable, business planning, coach, conferences, client, clients, customer service, Financial, Financial Consulting, instruction, Insurance, ie, journalism, layout, Lesson plans, MA, Managing, materials, Power Point, negotiation, newspaper, payroll, presenting, presentations, pricing, problem-solving, researching product, Public speaking, purchasing, Research, sales, self-motivated, Strategic, Strategic planning, tables, tax laws, tax, teaching, Written communication
Activities and Honors

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Edinboro University of Pennsylvania
  • Gannon University
  • Gettysburg University

Job Titles Held:

  • Financial Sales Consultant / Senior Associate
  • Financial Services Consultant
  • Owner/President
  • Secondary English Teacher

Degrees

  • BACHELOR OF SCIENCE
  • MA COURSE OF STUDY Professional Development
  • This consisted of coursework in the field of Professional Development in Gannon University's graduate school of studies. MA COURSE OF STUDY Applied and Professional Ethics

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: