sales rep resume example with 9 years of experience

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

Financial Services Professional with over two years of successful experience in managing client relationships while proficiently and effectively listening, educating, and implementing strategies to strengthen and improve clients financial futures. Recognized consistently for performance excellence and contributions to success in the Financial industry. Strengths in critical analysis of data, retirement planning, insurance advisement, and backed by extensive training in Finance.

  • Self-motivated; Always strive to be superior
  • Focused and organized
  • Adept public speaking and communication skills
  • Immense attention to detail
  • Proficient in sales and negotiations
  • Perceive and think about situations in abstract manner
  • Experience with Microsoft, Excel, Numbers, Salesforce
  • Bilingual English, Spanish
Professional Experience
05/2021 to Current
Financial Services Representative First Interstate Bancsystem, Inc. Klamath Falls, OR,
  • Educate clients on various financial matters and provide professional recommendations on investment opportunities, products and services based on each clients' individual needs, as well as goals and objectives.
  • Support and guide clients to implement and fund retirement plans utilizing a variety of investment solutions to manage, customize, and diversify their portfolio.
  • Prospect orphan clients, call upon previous books of business to facilitate and further assist along their financial future.
  • Construct well organized business plan and identify target customers by interacting on-phone and in-person, handling basic inquiries and providing quotes.
03/2019 to 01/2021
Financial Services Representative Genealogybank Chester, VT,
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Handled 50-100 calls per week to address customer inquiries and concerns.
  • Used Microsoft Word and other software tools to create documents and other communications.
  • Successfully sold and implemented insurance related financial strategies to 30+ clients and referrals.
05/2013 to Current
Caddy Salem Country Club City, STATE,
  • Caddy: North Shore Region.
  • Worked 10-15 tournaments each year with amateur and professional golfers
  • Taught players and team members about game and performance strategies
  • Assisted in mental preparation, implementation, and achievement in regards to competitions for players, and professionals alike
Expected in 2018
Bachelor of Arts: Economics
University of Massachusetts - Dartmouth, North Dartmouth, MA
  • Coursework in Business Statistics, Mathematical Economics, Money and Banking, Business Communications, Economics Statistics, Financial Economics, and Principles of Critical Thinking.
  • Senior Capstone Project: Specialized work with a team of upperclassmen to develop a program for Deepwater Wind that will help them to asses, research, and develop ideas for their company to help them save money, expand their current territory, amongst other things.
  • Four Year Collegiate Golf Athlete: GNAC Sportsmanship Award '17, Dominos Player of the Week '17
  • Insurance Life - May 2019
  • Insurance Health and Accident - January 2022

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Resume Overview

School Attended

  • University of Massachusetts

Job Titles Held:

  • Financial Services Representative
  • Financial Services Representative
  • Caddy


  • Bachelor of Arts

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