Senior Account Executive Resume Example
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SENIOR ACCOUNT EXECUTIVE
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
Experience
Senior Account Executive, 05/2009 － CurrentFinger 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.
Financial Advisor, 02/2006 － 10/2009Cb&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.
Insurance Broker, Tax Preparer & Full Charge Bookkeeper, 10/2002 － 05/2013Cb&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.
Financial Advisor, 06/2002 － 02/2006WM 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
08/2002CAL POLY POMONA － City, StateBachelor of ScienceBusiness FinanceBusiness Finance
Certifications
Sandler Sales Training Sales and Sales Management
Certifications in-progress: CompTIA A+ and MTA Database Admin.
HOBBIES
Running, Biking and Information Technology.
Skills
A+, Accounting, bonds, bookkeeping, book, cash management, client, clients, Database, financial, financial planning, funds, Information Technology, insurance, market trends, progress, recruiting, Sales, Sales Management, sales plan, Sales Training, tax
Additional Information
- 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
Degrees
- Bachelor of Science Business Finance
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