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Managing Associate Resume Example

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MANAGING ASSOCIATE
Summary

Motivated and dynamic team builder with proven record as a self starter in many industries that have delivered results for myself and other individuals. As a former top tennis athlete in high school I found myself searching for something in 2012. I got into the financial services business at the advisor level and within two years had my own unit. I have opened up my own company and have been in management for about five years. My main goal is to recruit and develop other individuals while holding them accountable and making sure their goals are completed by using systems I have developed. 

  • Experienced leader with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences.
  • Excellent communicator and team player seeking to leverage background  with a progressive organization.
  • Possesses a high degree of integrity and an outstanding work ethic seeking to apply management talents to drive long-term company growth.
  • Persuasive, self-motivated leadership professional with expertise on expanding network connections, persuasively introducing products, educating clients, territory development and revealing customer needs to deliver solutions.
Skills
  • Advanced Team Building
  • Expert Motivator
  • Develop Training Material
  • Time management
  • Sales Techniques
  • Staff development
  • Marketing
  • Issue and conflict resolution
  • Workforce Management
  • Brand management
  • Contract development and management
  • CRM
  • Salesforce Management
Experience
Managing AssociateJun 2016 to Current
Company Name － City, State

My duties include hiring and developing advisors in the financial services field while maintaining my personal practice. I have been in the financial services career since 2012. In that time, I have built a personal practice while overseeing developing western region of Kentucky for my current employer. My responsibilities of this role with Lifetime Financial Growth include;

  • Developing systems in place for advisors to get off to fast start.
  • Making sure accountability sessions are continuously going on to make sure every advisor is on track for their goals of income and reaching milestones such as Client Builder or Client Builder Diamond
  • Creating training material for advisors such as call scripts, role playing and most importantly joint working with new advisors to boost confidence in order for them to take their practice to the next level. 
  • Listened to client comments, responded appropriately and forwarded issues to appropriate department.
  • Maintained high level of professionalism and calmness with all personnel, even in high-stress situations.
  • Monitored multiple databases to keep track of advisors ongoing books of business to maintain growth.
AdvisorNov 2012 to Jun 2016
Company Name － City, State

I was an entry level advisor in which my job to strictly grow my personal practice and reach benchmarks through my career. My first year in the business I won the Rising Leader and Leader's advisor award. I maintained those awards for the next two years while being put on the management growth team in which I was promoted to build my own unit. In those two years I reached the following accolades;

  • Sales Manager of the year 2015 for most new advisor production due to systems in which I developed.
  • Introduced a firm wide accountability sessions for all managers to have one on ones with their units individuals to keep track of goals and quality care for our clients.
  • Leaders Award 2014 and 2015 for production and client persistency in which I never lost a client in my tenure at Capital Financial Group. 
  • Mentored new advisors across our general agency to align performance with core agency values and encourage career development.
Sales RepFeb 2008 to Oct 2012
Company Name － City, State
  • My goals were to drive product through big chains such as Wal-Mart Kroger and smaller grocery stores.
  • My route my first year did 765,000 in sales.
  • My last year with the company my route was up to 1.6 million in sales.
  • Accurately entered data into batch ticketing system.
  • Managed day-to-day operations and maintenance of equipment in DOT department.
Education and Training
Master's Degree2008Tulane University － City, State
Bachelor's Degree2007University of Phoenix
Master's, Business Marketing, Business Management
Bachelor's, Business Marketing
Activities and Honors
  • MassMutual 2013 - Rising Leader Award 2013
  • MassMutual 2014 - Rising Leader Award 2014
  • MassMutual 2014 - Leaders Award 2014
  • Lifetime Financial Growth of Kentucky - 2020 Rising Star Award
  • Lifetime Financial Growth of Kentucky - 2020 Rising Star Award Life/Di Leader
  • NAIFA Board Member 2014-2018
  • GAMA Leadership Member
Personal Information
Hobbies & Interests , Teaching tennis Spending time with family Enjoying life to the fullest
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Resume Overview

School Attended

  • Tulane University
  • University of Phoenix

Job Titles Held:

  • Managing Associate
  • Advisor
  • Sales Rep

Degrees

  • Master's Degree 2008
    Bachelor's Degree 2007
    Master's , Business Marketing, Business Management
    Bachelor's , Business Marketing

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