registered financial representative resume example with 11+ years of experience

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

Accomplished in promoting products, evaluating financial backgrounds and meeting customer needs with a determined mentality and flexible approach. Exceptional planning, organizational and communication strengths.

  • Financial Planning
  • Selling Techniques
  • Product Recommendations
  • Service Referrals
  • Customer Service
  • Investment Advice
  • Risk Analysis
  • Relationship Building
02/2020 to 06/2022
Registered Financial Representative University Federal Credit Union Eagle Mountain, UT,
  • Delivered informational sales presentations to potential investors to build symbiotic client relationships.
  • Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
  • Discussed client financial options to keep customers informed regarding transactions.
04/2019 to 01/2020
Registered Financial Representative Garden State Growers Flanders, NJ,
  • Delivered presentations to key decision makers and offered financial recommendations.
  • Built positive and productive customer connections to drive consistent sales.
  • Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
08/2017 to 03/2019
Registered Financial Representative Allstate City, STATE,
  • Worked with customers to determine needs, evaluate financial means and check eligibility for products or services.
  • Developed and maintained relationships with customers and assisted in generating sales opportunities.
  • Analyzed customer requirements and recommended efficient investment products.
12/2015 to 07/2017
Registered Financial Representative Services Professional, New York Life Securities LLC City, STATE,
  • Provided financial products and services to clients for investment purposes, investment plans, providing lifetime income strategies by recommending appropriate solutions
  • Educated clients to determine financial position, resources, assets available to invest, and financial goals
  • Advised clients on purchase or sale of securities, long term health, life insurance based on professional publications, financial literature, knowledge of securities market, financial services industry, and Initial Financial Review.
12/2014 to 11/2015
Insurance Agent Cynthia Acosta State Farm Agency City, STATE,
  • Produced effective marketing strategies to sell insurance plans to new clients or up-sell to current clients
  • Use methods such as networking, cold calling, managing internet leads, marketing direct mail, cold calling, updating microsite to spot opportunities and cultivate trust with potential customers
  • Researched the condition of business, individual customers, analysis and demographics to increase branding opportunities
  • Collaborated with clients to introduce them additional risk management strategies
  • Submit regular reviews of progress to interested parties
  • Retain and renew bookkeeping systems, database and records
  • Oversee insurance claims to ensure proper processing and satisfaction
  • Accomplish predetermined development goals by achieving required company bench marks
  • Follow the market trends and continuously refurbish knowledge on products and services
  • Managed team members, training included professional recommendations to prospects and policyholders, conducting meetings, producing reports, holding them accountable for weekly and monthly target goals.
04/2014 to 11/2014
State Farm Intern State Farm Insurance Corp. City, STATE,
  • Internship program consisting of practical actuarial assignments in Property & Casualty,
  • Life/Health, Banking products, Mutual funds, and Financial Needs Assessment
  • Participated in professional and personal development sessions, including enhancing public speaking and presentation skills
  • Consideration for Agency attainment given upon satisfactory completion of business marketing plan, yearly projections, and ability to execute prospective sales.
06/2013 to 03/2014
Job Recruiter IMR Staffing City, STATE,
  • Developed and updated job descriptions and specifications
  • Prepared recruitment materials and posted jobs using databases, social media, referrals
  • Screened candidates resumes and job applications
  • Conducted interviews using various reliable recruiting and selection tools/methods to filter candidates within schedule
  • Assessed applicants relevant knowledge, skills, experience and aptitudes
  • Monitored and apply HR recruiting best practices
  • Acted as a point of contact and built influential candidate relationships during the selection process
08/2010 to 05/2013
Project Assistant/Medical Interviewer University Of Southern California Keck School Of Medicine, Los, Clinic City, STATE,
  • Responsible for recruitment and maintenance of patient participation for clinical research
  • Oversee patient eligibility and adherence according to study requirements
  • Manage data collection through interviews, administer medical procedures, and questionnaires
  • Schedule appointments for follow-ups, administer medication, maintain patient charting
  • Coordinate with external health care providers as needed for patient quality reassurance
Education and Training
Expected in 01/2000 to to
B.S: Biology
California Polytechnic University of Pomona - ,
Expected in 01/1993 to to
Bishop Amat Memorial High School - La Puente, CA.
Expected in to to
Health Information Management :
University of Cincinnati Clermont College - Batavia, OH

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Resume Overview

School Attended

  • California Polytechnic University of Pomona
  • Bishop Amat Memorial High School
  • University of Cincinnati Clermont College

Job Titles Held:

  • Registered Financial Representative
  • Registered Financial Representative
  • Registered Financial Representative
  • Registered Financial Representative
  • Insurance Agent
  • State Farm Intern
  • Job Recruiter
  • Project Assistant/Medical Interviewer


  • B.S
  • Health Information Management

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