Financial Representative Resume Samples

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Financial Representatives list different duties on their resumes, depending on the fields in which they work. Wealth managers offer advice to folks to help them plan and invest, while consultants may help larger investors allocate finances to fiscal markets. Sample Financial Representative resumes include skills such as analyzing financial strategies to help clients achieve long-term goals, and educating clients on the available investment products, services, and resources of the company. A Bachelor's degree is the typical education requirement, though a Master's degree may ensure more chances at a promotion.

1

Financial Representative

Met or exceeded monthly performance and sales goals on a consistent basis

  • Improved branch new-money generation in each employee review ($28,970; $37,779; $63,217)
  • Collected approximately 96% of delinquent accounts each month
  • Built and maintained customer relationships to identify needs and develop sales plans
  • Established relationships with several levels of management
  • Assisted other branches in divisional district as a substitute branch manager as needed
  • Progressively learned additional responsibilities en route to becoming an assistant manager
  • Developed an ability to manage time effectively and handle several tasks simultaneously
Candidate Info
10
years in
workforce
4
years
at this job
BS
Business Administration
MA
Business Administration
2

Financial Representative

Manage and operate an insurance company that provides a diverse line of products and services including voluntary insurance plans for small and large groups. Create plans for property and casualty customers, commercial, long term care, disability, health, and life insurance. Work with brokerage companies to find coverage for prospects.

  • Increased production by 75% and premium volume by 50%
  • Lead district sales volume for 4 of the ten quarters
  • Within 2 years - recognized as the top sales agent within the district (5 times) and top 5% within the region.
  • Developed a telemarketing program for multi-line coverage on existing customers.
Candidate Info
32
years in
workforce
8
years
at this job
BS
Journalism/public Relations
3

Financial Representative

Established a robust client base through persistent networking, phoning, and scheduling meetings

  • Designed Personal Planning Analyses and insurance ledgers for potential clients predicated on in depth needs analyses
  • Demonstrated strong command of business acumen via detailed financial plan presentations, resulting in 21 qualified new clients and generating approximately $20,000 of premium revenue
  • Obtained a Life, Accident and Health License, passing the exam with ease on the first attempt
Candidate Info
12
years in
workforce
2
years
at this job
Global Business Leadership
4

Financial Representative

Specialized in the risk management area of financial planning to make suitable recommendations for clients.

  • Acquired clients on a referral basis to achieve a high and loyal level of customer satisfaction.
  • Earned clients' trust and maintain confidentiality.
  • Was recognized as the top 20% of recent college graduates based on total sales.
  • Helped to train/coach/mentor new associates and attended joint meetings with clients.
Candidate Info
6
years in
workforce
2
years
at this job
BS
Business Management
5

Financial Representative

Analyzed the investment and risk management profile of both personal and business clients

  • Researched and implemented investment strategies and ideas tailored toward each client's specific investment objectives
  • Created investment presentations via Microsoft Excel and proprietary Northwestern Mutual software
  • Presented investment analysis and strategies to clients in face to face meetings
  • Gathered, interpreted and evaluated financial data from clients.
  • Acquired and maintained over 100 new clients and businesses within 3 years
  • Collaborated with Senior Financial Representatives with multiple clients whose net worth's exceeded 1 million in assets
  • Conducted profit and loss analysis as well as business sales forecasting
  • Achieved "Power of 10" award from [company name], signifying top 3% of representatives nationwide
Candidate Info
3
years in
workforce
3
years
at this job
BBA
Finance
6

Financial Representative

Demonstrated a passion for driving sales, following through on commitments, process efficiency, and time management.

  • Exhibited knowledge of investments and financial markets and applied key principles appropriately to individual client investment needs.
  • Provided the highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to questions and / or account-related issues.
  • Further strengthened customer relationships by articulating the competitive advantage of E*TRADE Financials product offering and its value proposition by anticipating needs and proposing (cross-selling) solutions.
  • Generated over 5 million dollars in quality sales leads that were converted into consolidation and managed investment products.
Candidate Info
2
years in
workforce
8
months
at this job
C
Finance
C
Business Management
7

Patient Financial Representative IV

Provided excellent customer service through oral and written communication, including Spanish.

  • Delivered assistance and expertise to patients, families and insurance companies regarding any billing questions or claim issues for hospital and physician billing department.
  • Handled a high volume of inbound/outbound calls, updating and documenting patient accounts in a clear, concise and detailed manner.
  • Completed A/R reports by analyzing, researching and updating accounts over 90 days to ensure the accuracy of patient responsibility balances and efficient account resolutions.
  • Developed short and long term financial arrangements with patients, assisting with county assistance accounts.
  • Conducted insurance follow ups, processing payments and applying adjustments, including paramedic billing A/R accounts.
Candidate Info
6
years in
workforce
6
years
at this job
HS
High School Diploma
8

Financial Representative

Proficient in developing long standing relationships and growing book of business through networking and prospecting

  • Built a book of active clients from the ground up in a foreign territory
  • Achieved "PaceSetter 40" (achievement for writing 40+ insurance polies in first 6 months)
  • Was awarded "new rep of the year" award in 2012 based on business activity
  • Featured in Boston Baseball magazine for being a top financial representative
  • Helped bring in over $200K of revenue through new client acquisition
  • Made 40+ calls/day to schedule 25+ meetings and kept 15-20 meetings/week
  • Focused primarily on building investment book
Candidate Info
4
years in
workforce
4
years
at this job
BS
Business Management
9

Financial Representative

Third top producer in the office for 2012.

  • Met and exceeded quarterly goals.
  • Analyzed customer concerns and needs while balancing company revenue concerns.
  • Demonstrated my commitment to customer service by following up on calls and ensuring superior results.
  • Researched and resolved billing and service issues.
  • Provided information on new products and services.
  • Helped clients protect their assets and families by going through a thorough financial analysis.
Candidate Info
7
years in
workforce
3
years
at this job
BS
Business Administration
10

Financial Representative

Provided financial counseling to inpatients, outpatients and emergency room patients and/or their guarantors

  • Established and/or confirmed patient's account number and/or medical record number as well as secured appropriate socio-economic data relative to each account
  • Conducted detailed financial screenings and analysis, including money collections, arranging monthly payment plans, completing federal or state documents, such as the Medicare Secondary Payor, and/or obtaining sponsorships for the patient
  • Verified insurance information, obtained applicable pre-certifications, notifications and/or authorizations
  • Coordinated with internal and external departments as needed regarding any patient financial issues
Candidate Info
7
years in
workforce
3
years
at this job

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