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
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Experience
Sr. Financial Sales Advisor06/2015 to CurrentBmoSchaumburg , IL
- 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 06/2015Alteryx Inc.Dallas , 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 03/2013PrimericaCity , STATE
- 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 City, State, USA
High School Diploma
field of study: Language CommunicationsTCUCity, State, USA
field of study
Series 6,63,65,26 Life and healthKaplan Professional Insurance & Securities SchoolCity, State, 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
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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