Financial Service Representative Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Professional Summary
Financing/Insurance Representative with 2+ years of successful experience in building up a cliental and helping families meet their financial needs and obligations through debt management, investments and life insurance. Excellent communication, Self-motivation and organisation interpersonal and listening skills A target-driven mindset The capability to explain complex Decision-making skills information simply and clearly The ability to work in a team The ability to network and establish Negotiation and influencing skills relationships with clients Proficient in Microsoft Office (Excel, Time management skills Powerpoint, Word)
WORK 02/2012 05/2014 E Current
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Work History
Financial Service Representative Citadel , PA,
  • Presented financial introductions to prospective clients as well as prospective team members Provided and educated families on household finances, debt management, investments and income protection Answered clients' questions about the purposes and details of financial plans and strategies.
  • Interviewed clients to determine current income, expenses, insurance coverage, financial objectives, risk tolerance and other information needed to develop a financial plan.
  • 12/2015 Student Ambassador.
04/2015 to 2016
Student Ambassador Middlebury College Middlebury, VT,
  • Spoke with prospective students and their families regarding benefits of Monmouth University Dealt in daily operations of the Admissions office such as answering phone calls, meeting with families, and organizing/delivering paperwork Took students/families on multiple daily 1h 30 min tour of campus, with some weekend tours ranging up to 75 people Helped and lead in setting up important information sessions at Monmouth University through Admissions Trained new student ambassadors on multiple job requirements, most notably giving efficient and enthusiastic tours.
  • Bachelor of Business Administration: Finance and Economics.

08/2016 to Current
Resident Assistant Edgewood Centre Portsmouth, NH,

Created/Developed a positive living environment designed to link community, faculty, and residents, often resolving conflict

Promoted academic excellence, addressed student needs, and encouraged involvement among residents in a way that supported the mission of the University and the Department of Housing and Residence Life

Assisted in the selection, evaluation and training of incoming RA’s



Additional Information
  • Pursuing Series 6 & 63 License *Life Insurance License *Bloomberg Terminal Certified
Expected in May 2017
Bachelor of Science: Finance & Economics
Monmouth University - Long Branch, NJ

Dean's List Fall 2016

Top 20% of Class

3.6 GPA


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Resume Strength

  • Personalization
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Resume Overview

School Attended
  • Monmouth University
Job Titles Held:
  • Financial Service Representative
  • Student Ambassador
  • Resident Assistant
  • Bachelor of Science

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