Advisor Resume Samples

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Advisors work in a variety of fields, from finance to career coaching, and are in charge for helping their clients improve their skills and make better decisions. Common duties listed on an Advisor resume sample include finding new clients, making client assessments, developing action plans, answering to client inquiries, and offering improvement suggestions. Qualifications like excellent communication and interpersonal skills, computer competencies, empathy, patience, and problem solving orientation are often seen on Advisor resume examples. Most Advisors hold a Bachelor's Degree in a relevant field, such as counseling or psychology.

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1

Benefits Advisor

The largest private insurance brokerage in America that works with millions of customers across the country to select health insurance policies with the help of benefits advisors

  • Recognized as one of the top sellers at [company name] by exceeding monthly sales goals of over 200 per month
  • Proven ability to handle large call volume with successful conversion of over 60% of calls with customers to sales
  • Demonstrated ability to establish rapport with customers and quickly close with an average of 15 minutes per sale
  • Solid understanding of the new Affordable Care Act laws and updates in the health insurance exchange marketplace
  • Worked with most health insurance carriers including; Blue Cross Blue Shield, United Health Care, Cigna, Humana and various state and government health insurance exchanges
Candidate Info
15
years in
workforce
1
year
at this job
BA
History And Sociology
2

Service Advisor &change Management Consultant

  • Evaluated fixed operations in order to improve processes and performance
  • Customer Satisfaction Index increased to over approximately 97.5% positive
  • Revenue increased over 200% the year following implementation of recommended changes
Candidate Info
9
years in
workforce
1
month
at this job
HS
High School Diploma
3

Senior Advisor

Previous position as: Service Technician

  • Recognized for being the lead service technician after 2 month
  • Promoted to Senior Advisor after 3 month
  • Senior Advisor of the month of February for exceeding sales margin by 31%
Candidate Info
10
years in
workforce
1
year
at this job
4

Office Manager/service Advisor

  • Effectively resolved customer/vendor inquires, educating customers on technical issues and vehicle operations.
  • Developed and created standard operating procedures, created monthly sales reports on labor, parts and EPA data.
  • Completed other administrative duties such as payroll, A/R, a/p and estimated tax payments.
  • Maintained an organized workflow schedule, generated repair orders, ordered/received parts, ensured inventory organization, created and sold estimations/quotes to customers.
  • Built repeat business and customer loyalty by ensuring the highest quality repair status.
Candidate Info
7
years in
workforce
5
years
at this job
Real Estate Sales Associate
5

Financial Aid Advisor

Counseled students and families regarding the options for obtaining financial aid, the process for requesting aid, and the eligibility requirements for receiving and maintaining aid.

  • Provided tenacious and professional judgments for ensuring eligibility for Students with special circumstances.
  • Provided financial education to minimize education debt talk tracks that support 90/10 Ratio, with Title IV funds not greater than 90%, and private / cash funding not less than 10%.
  • Maintained Financial Aid database, prepared statistical reports, and maintained demographic data.
  • Processed loan accounts, promissory notes, transaction problems, and other types of financial assistance.
  • Maintained a close working relationship with Enrollment Services, the Bursar's Office, Veteran's Office, and other university personnel.
Candidate Info
3
years in
workforce
2
years
at this job
BA
Bachelor of Arts
6

Financial Advisor

Handled 15 million dollars in investment transaction.

  • Prospected Businesses, family, and Individuals with $250,000 of Investable assets or more.
  • Networked and developed 3 revenue producing markets
  • Developed relationships with major centers of influence throughout the bay area.
  • Exceeded all sales goals for 30 consecutive months
  • Exceeded all sales goals in all categories for 30 consecutive months
  • Sold a broad array of sophisticated investment products hitting my goals in each category including amount of assets invested.
Candidate Info
5
years in
workforce
3
years
at this job
Counseling
7

Service Advisor

Greet and establish relationship with the customer to meet and achieve customer satisfaction, sales goals and create desire to only service vehicle here.

  • Increase sales in parts and service with customer pay and insuring proper warranty administration under contracts.
  • Maintain high customer satisfaction goals, above 92%
  • Generate highest customer contacts in team of 9 advisors, more than 12% more than next advisor
Candidate Info
30
years in
workforce
2
years
at this job
Management
8

Senior Enrollment Advisor for Health

  • Proven track record of prospect generation and conversion through cold calling, referrals, and database management.
  • Awarded divisions "Rising Star Award" Quarter 4, 2011
  • Promoted to team lead and northeast division ambassador responsible for resource planning, training, and implementation of health care degree programs.
  • Prepared students for educational experiences in health care by encouraging them to explore learning opportunities and to persevere with challenging tasks.
Candidate Info
13
years in
workforce
6
years
at this job
BA
Health Administration Management
MA
Health Administration Management
9

Financial Advisor

  • Helped clients set and achieve financial goals by providing tailored advice that was specific to their situations
  • Set monthly, trimester, and annual business objectives and implemented strategies and processes to achieve them
  • Ensured all business processes met compliance standards and completed continuing education requirements as necessary
Candidate Info
9
years in
workforce
2
years
at this job
MBA
Mba
MBA
Master of Business Administration
10

Sales Advisor

Assisted customers with purchasing items within the store location

  • Helped design homes based upon the customers' needs
  • Attracted potential customers by answering product and service questions; suggesting information about other products and services
  • Recommended potential products or services to management by collecting customer information and analyzing customer needs
  • Contributed to team effort by accomplishing related results as needed
Candidate Info
8
years in
workforce
2
years
at this job

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