close
  • Dashboard
  • Resumes
  • Cover Letters
  • Resumes
    • Resumes
    • Resume Builder
    • Resume Examples
      • Resume Examples
      • Nursing
      • Customer Service
      • Education
      • Sales
      • Manager
      • View All
    • Resume Search
    • Resume Templates
      • Resume Templates
      • Microsoft Word
      • Professional
      • Modern
      • Traditional
      • Creative
      • View All
    • Resume Services
    • Resume Formats
      • Resume Formats
      • Chronological
      • Functional
      • Combination
    • Resume Review
    • How to Write a Resume
      • How to Write a Resume
      • Summary
      • Experience
      • Education
      • Skills
        • Skills
        • Hard Skills
        • Soft Skills
    • Resume Objectives
  • CV
    • CV
    • CV Examples
    • CV Formats
    • CV Templates
    • How to Write a CV
  • Cover Letters
    • Cover Letters
    • Cover Letter Builder
    • Cover Letter Examples
      • Cover Letter Examples
      • Customer Service
      • Marketing
      • Sales
      • Education
      • Accounting
      • View All
    • Cover Letter Services
    • Cover Letter Templates
    • Cover Letter Formats
    • How to Write a Cover Letter
  • Questions
  • Resources
  • About
    • About
    • Reviews
  • Contact
  • jane
    • Settings
    • Help & Support
    • Sign Out
  • Sign In
Member Login
  • LiveCareer
  • Resume Search
  • Retirement Solutions Representative
Please provide a type of job or location to search!
SEARCH

Retirement Solutions Representative Resume Example

Love this resume?Build Your Own Now
RETIREMENT SOLUTIONS REPRESENTATIVE
Summary

Diligent, driven Retirement Solutions Representative who has achieved success in a variety of Sales roles with increasing levels of responsibility. Effective communicator and team-builder with strong analytical, leadership and organizational skills.

Highlights
  • Series 7, 63 & 66 Licenses
  • Proven sales track record
  • Adaptive team player
  • Strong deal closer
  • Up-selling and consultative selling 
  • Bilingual - English and Spanish
  • Excellent communication skills
  • Seasoned in conflict resolution
Experience
Cooper StandardLivonia , MIRetirement Solutions Representative11/2014 to Current
  • Achieved 3% GAR Q1 2017, 7% Q2 Gar 2017, 10% GAR Q4 2016
  • Consistently top 10% RRR and HUSTLE ranking nationally
  • Recognized by manager as a leader on the team, regularly sharing best practices for CSS process and language, effective positioning for branch referrals, and executing results-driven book management
  • Extensive knowledge of Fidelity's 401k offering
  • Created repeatable CSS process inbound and outbound to help achieve top site rankings
  • Use FIDPREP to discuss retirement plan options
  • Utilize the Planning & Guidance Center for guidance conversations
  • Profile will/skill/time for PAS opportunities
Bickford Senior LivingWabash , INSenior Financial Representative-Elite Active Trading05/2013 to 11/2014
  • Recognized multiple times for excellent customer service by management and clients  
  • Led out on an ad-hoc basis and supported key projects as a subject matter expert
Orange SodaCity , STATEAccount Manger04/2012 to 04/2013
  • Managed account portfolio totaling over $1M and recognized as top up-selling Account Manager in professional segment in 2012 and 2013 

Investment Solutions Representative

  • Consistent top performer on team in branch referrals #46 out of 366
  • Created competitions "power hours" with team members to drive flows, referrals, and outbound success 
  • Created team unity and friendship through outside activities

Premium Relationship Associate

  • ​Top 5% in GAR and top Hustle nationally 

Financial Representative High Opportunity

  • ​EIA winner


Education
Bachelor of Science:Consumer Community Studies CFP Emphasis2018University of Utah, City, State
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:

82Good
Resume Strength
  • Completeness
  • Word choice
  • Strong summary
  • Typos

Resume Overview

School Attended

  • University of Utah

Job Titles Held:

  • Retirement Solutions Representative
  • Senior Financial Representative-Elite Active Trading
  • Account Manger

Degrees

  • Bachelor of Science : Consumer Community Studies CFP Emphasis 2018

Create a job alert for [job role title] at [location].

×

Advertisement

Similar Resumes

View All
Retirement-Investment-Solutions-Representative-resume-sample

Retirement Investment Solutions Representative

Mutual 1St Federal Credit Union

Brownsville , TX

Retirement-&-Benefit-Service-Representative-resume-sample

Retirement & Benefit Service Representative

Comcast

Mount Pleasant , SC

INVESTMENT-CONSULTANT-resume-sample

INVESTMENT CONSULTANT

Alerus Financial

West Fargo , ND

  • About Us
  • Privacy Policy
  • Terms of Use
  • Sitemap
  • Work Here
  • Contact Us
  • FAQs
  • Accessibility
  • EN
  • UK
  • ES
  • FR
  • IT
  • DE
  • NL
  • PT
  • PL
customerservice@livecareer.com
800-652-8430 Mon- Fri 8am - 8pm CST
Sat 8am - 5pm CST, Sun 10am - 6pm CST
  • Stay in touch with us
Site jabber winner award

© 2022, Bold Limited. All rights reserved.