Senior Account Executive resume example with 18+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Summary
To aggressively prospect, maximize sales, and provide exemplary customer service. Quota-surpassing sales representative with a history of exceeding employer expectations across diverse industries. Enjoy talking to people and establishing a long-term, loyal customer base. Persuasive communicator; use consultative selling skills to identify opportunities, overcome objections, and build relationships. Tenacious negotiator and closer; adept in conveying the benefits of products/services and generating customer interest. Quickly learn, master and sell new product offerings.
SALES SKILLS Account Acquisition & Retention Powerful Presentations Cold Calling & Telephone Sales Business-to-Business & Business-to-Consumer Sales Territory Management & Customer Support Lead Qualification & Generation
Highlights
Guest services
Inventory control procedures
Merchandising expertise
Loss prevention
Cash register operations
Product promotions
Accomplishments
Experience
05/2009 to PresentSenior Account ExecutiveFinger Paint Marketing | Morristown, NJ,
Build sales by prospecting for new clients and generate future income by nurturing existing customer relationships.
Plan, develop and execute strategies in order to meet established quota.
02/2006 to 10/2009Financial AdvisorCb&S Bank | Fayetteville, TN,
Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Recommended strategies clients could use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
Implemented financial planning recommendations or referred clients to someone who could assist them with plan implementation.
Sold financial products such as stocks, bonds, mutual funds, and insurance products.
Built and maintained client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Monitored financial market trends to ensure that plans are effective, and to identify any necessary updates.
Achievements: Increased book of business from 2.5 million to 34 million over 3 years.
Generated over 400k in gross revenue in years 2006, 2007, 2008 and 2009.
10/2002 to 05/2013Insurance Broker, Tax Preparer & Full Charge BookkeeperCb&S Bank | Inverness, AL,
Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support.
Represent a full line of insurance and financial products, serving as a trusted advisor to self-employed and individuals.
Provide Full Charge bookkeeping and Accounting services.
P&L management.
Achievements: Drove a 23% increase in annual revenue in FY2010, 2011, and 2012.
Consistently met and frequently exceeded the financial objectives of represented clients.
06/2002 to 02/2006Financial AdvisorWM FINANCIAL SERVICES, INC | , STATE,
Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Recommended strategies clients could use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
Implemented financial planning recommendations or referred clients to someone who could assist them with plan implementation.
Sold financial products such as stocks, bonds, mutual funds, and insurance products.
Built and maintained client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Monitored financial market trends to ensure that plans are effective, and to identify any necessary updates.
Achievements: Increased book of business from 36 million to 76 million over 4 years.
Generated over 400k in gross revenue in years 2002, 2003, 2004 and 2005.
Education
Expected in 08/2002Bachelor of Science | Business FinanceCAL POLY POMONA, Pomona, CAGPA: Business Finance
Certifications
Sandler Sales Training Sales and Sales Management
Certifications in-progress: CompTIA A+ and MTA Database Admin.
HOBBIES
Running, Biking and Information Technology.
Designations: NASD Series 7 and 66; NASD Investment Advisor Rep; Life and Health; California Long-Term Care (LTC)
and Property & Casualty (P&C) licenses
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Resume Overview
School Attended
CAL POLY POMONA
Job Titles Held:
Senior Account Executive
Financial Advisor
Insurance Broker, Tax Preparer & Full Charge Bookkeeper