Financial Sales Consultant Resume Samples

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Financial Sales Consultants sell financial products and services. Typical duties highlighted on a resume example for this job are identifying potential customers, assessing their needs, answering to client inquiries, recommending financial products, and updating records. Based on our most successful resumes for Financial Sales Consultants, the most sought-after skills are the ability to sell, communication, knowledge of banking products, persuasion, networking, and computer competences. Employers select candidates with a Bachelor’s Degree and training in banking and finance.

1

Financial Sales Consultant

Counseled high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns.

  • Provided high level of support to the branch manager in forecasting and budget planning for the upcoming fiscal year for all branch areas.
  • Managed branch P&L, with a monthly expense budget and maintained full accountability for the attainment of branch monthly goals.
  • Developed and executed targeted business initiatives that drive customer growth, achieve sales objectives, and enhance bottom-line profits.
  • Oversaw a team of three financial consultants that executed all sales activities; established and achieved sales goals through effective sales management techniques
Candidate Info
12
years in
workforce
9
years
at this job
BA
Science
MA
Master of Arts
2

Financial Sales Consultant

Succeeding in surpassing quotas and maximizing revenue by understanding client financial goals

  • Exceeded quarterly sales goals leading to recognition as top banker in branch and top region in the market
  • Concentrated on efforts in discovering investment opportunities of $100,000+ for financial advisors
  • Led a branch division of 5 members to winning branch sales competitions
  • Created strategies for goal execution, team building, and implementing effective organizational and ethical behavior
  • Trained new employees to ensure smooth operation in the bank
Candidate Info
9
years in
workforce
2
years
at this job
BS
Languages / Software
3

Financial Sales Consultant

Attracting and retaining loyal clients by building a reputation of integrity, knowledge and accountability.

  • Coordinated with individual customers and provided consultation for all financial products and services.
  • Extensive lending background including mortgage, consumer, small business and auto.
  • Developed strategies to sell various products and services while being ranked in the top ten in revenue produced within the North East region.
  • Assisted clients with account opening and document processes.
Candidate Info
10
years in
workforce
3
years
at this job
HS
Banking
4

Financial Sales Consultant

High-profile position accountable for soliciting consumer and business accounts and developing strategic alliances with clientele.

  • Develop tactics to increase assets and profitability within a territory consisting of six franchises throughout Mobile county.
  • Counsel high net-worth individuals and corporate clients with regard to investment opportunities, monetary returns and borrowing needs.
  • Cross-sell banking services and products to clientele.
  • Participate in community events to position the bank as a leader within the territory.
  • Generated more than $150,000 in revenue and fee income within a 6-month period.
  • Developed a strategic referral campaign targeting accountants, attorneys, and medical professionals which has generated substantial referrals.
Candidate Info
13
years in
workforce
3
years
at this job
BS
Human Resources
5

Licensed Financial Sales Consultant

Built a customer base spanning the Chicago land area. Rapidly achieved goals and refocused to resolve challenging sales and personnel issues. Developed leads and accounts from scratch by consistently making 30-40 cold-calls per-day on customers and "C" Level Executives, from small to Fortune 500 Companies. Key accounts serviced included Comcast, Xerox, Cisco, Cintas Corp, Verizon, Pivotal Corp, Lanier Worldwide, Enterprise Rent-a-Car, GSK, etc.

  • Transformed an under-producing sales team, immediately resolving long-standing problems, and instituting incentives that elevated performance while building morale and motivation. Ramped branch sales 150%+ in fewer than 5 months.
  • Surpassed personal quota, generating more than 100% of license sales goals and 125% of service sales goals. Overachieved branch sales objectives every eligible month.
  • Identified, pursued, and closed one of the largest license deals in branch history, contributing thousands of dollars through monthly recurring revenue.
  • Penetrated dozens of profitable B2B accounts individually valued at up to $2.5 million, with major Fortune 500 customers.
  • Championed creative marketing initiatives, including direct B2B seminar series with partners, sponsorship of local business groups, and speaking engagements.
Candidate Info
22
years in
workforce
5
years
at this job
BS
Sociology
MS
Integrated Marketing Communications
6

Branch Financial Sales Consultant

Built 500+ clients by recommending product solutions that best fit the customer's needs relating to personal, business, and lending segments.

  • Exceed sales goals by 27.5% in 2013 by identifying customer needs and selling a full range of retail products/services.
  • Expanded personal education of banking industry by attending quarterly security seminars.
  • Engineered and implemented a training program to target new sales opportunities that is utilized by all employees.
  • Regional Branch Recognition Award for Outstanding Customer Service - September 2013, December 2013.
  • Workplace Banking Champion -September 2012, September 2013.
  • Graduated from PNC Communication courses and training program- March 2013.
Candidate Info
19
years in
workforce
4
years
at this job
BA
Business Administration
7

Financial Sales Consultant

Responsible for consumer and business development through sale of PNC products and services

  • Provided clients with financial advice and recommendations of products and services based on client specific needs
  • Developed financial budgeting and asset allocation plans for consumer and business cliental
  • Extensive product knowledge pertaining to credit, investment, and equity vehicles
  • Advised staff on effective B2C sales techniques for daily client interactions
  • Assisted in over achievement in branch sales goals for Q3 2015 and Q4 2015 in areas pertaining to consumer lending, consumer deposit accounts and investments
Candidate Info
5
years in
workforce
9
months
at this job
BS
Finance
8

Financial Sales Consultant

Consistently hit sales goals while servicing customers with financial needs

  • Exceeded 1st quarter sales goal by 19,000 points
  • Process customer transactions at the teller window while identifying additional opportunities to deepen the customer's relationship with the bank
  • Achieved quality gallop score of 4.7 in first quarter which increased to 5.0 in 2nd quarter
Candidate Info
15
years in
workforce
2
years
at this job
BA
Communications / Public Relations
Theatre
9

Financial Sales Consultant

Evaluated clients' financial needs and goals to extend assistance by comparing financial products within [company name] to find the best possible solutions for them.

  • Sold and closed home equity, personal, and vehicle loans for customers to meet their lending and consolidation needs.
  • Notarized legal documents such as mortgages and home equity loans and lines of credit.
  • Organized and participated in workplace related events that brought value and benefits to employees of certain companies for opening up accounts with PNC.
  • Contributed to the Broomall branch achieving Human Sigma Six recognition two consecutive years by demonstrating quality customer service and employee relationships.
  • Addressed client questions and concerns to develop solutions for them in regards to their accounts with PNC.
  • Referred clients to the correct service partners in order to further assist them in a specific area of banking.
  • Participated in street corner marketing events outside of the branch for the purpose of developing new client relationships and acquire more business for PNC.
Candidate Info
14
years in
workforce
4
years
at this job
10

Financial Sales Consultant

  • Identify financial needs of clients and recommend products to meet those needs
  • Recognized for highest 4th quarter for outstanding performance in production revenue
  • Awarded "Nassau Street Rookie Award"
  • Developed close and personal relationships with clients to ensure customer loyalty and retention
Candidate Info
3
years in
workforce
1
year
at this job
BS
Business Administration

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