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Sr. Financial Sales Advisor Resume Example

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SR. FINANCIAL SALES ADVISOR
Summary
Sharp banking professional whose talents shine in a competitive, innovative and creative environment. Track record of increasing sales, improving client retention and growing customer base.
Skills
  • Excellent communication skills
  • Energetic
  • People-oriented
  • Excels in team leadership
  • Strong interpersonal skills
  • Dependable
  • Financial analysis and planning
  • Complex problem solving
  • Detail-oriented
Experience
Sr. Financial Sales Advisor06/2015 to CurrentBBVA CompassDuncanville, TX
  • As a Sr. financial Sales Adviser I have increased Investment sales each year by 15% personally.
  • Increased personal lending by 50% within one year.
  • Created Small Business Events for Duncanville, that has Increased The branches production enough to place the branch in quartile 1 In the district.
  • Creating a friendly work environment to obtain great customer service.
  • Leading by example to set the tone for future growth.
  • Assisting The branch manager with daily work load and constantly showing team player attitude. 
Investment Advisor02/2013 to 06/2015Western Southern Life and InvestmentsArlington, TX
  • Managed a book of business of 3.5 million with over 1000 clients in the DFW metroplex and surrounding areas. 
  • Managing a team of 8 agents investment business to achieve monthly goals.
  • Daily reports and power point descriptions of weekly activity to track production for an improved month following. 
Regional Vice President04/2006 to 03/2013PrimericaArlington, TX
  • Managing a personally owned Investment office of 15 agents
  • Creating a book of business of over 2 million within a 2 year period.
  • Over seeing all business produced and monitoring all activity with the holding of a series 26 license as a principal.
  • Becoming one of the top RVP'S in the DFW area. 
  • Managing a personal P&L for my office overhead. 
Education and Training
Architecture 1993Lancaster High School Lancaster , TX, USA
High School Diploma
field of study: Language CommunicationsTCUFort Worth, TX, USA
field of study
Series 6,63,65,26 Life and healthKaplan Professional Insurance & Securities SchoolArlington, TX, United States
Activities and Honors
  • Dallas Black Chamber of Commerce Board.
  • Duncanville Lions Club Member.
  • Member of Masonic Lodge 642 Dallas TX.
  • Life Member Kappa Alpha Psi
  • Creator of the Duncanville Small Business Networking Event.
  • Proud New Member of Being a Grand Father. 
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Resume Overview

Companies Worked For:

  • BBVA Compass
  • Western Southern Life and Investments
  • Primerica

School Attended

  • Lancaster High School
  • TCU
  • Kaplan Professional Insurance & Securities School

Job Titles Held:

  • Sr. Financial Sales Advisor
  • Investment Advisor
  • Regional Vice President

Degrees

  • Architecture 1993
    High School Diploma
    field of study : Language Communications
    field of study
    Series 6,63,65,26 Life and health

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