Financial Sales Representative Resume Samples

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Financial Sales Representatives provide assistance to clients purchasing financial products. Essential duties of these professionals are discussing financial goals with clients, recommending products and services, providing information about insurance policies, and reporting to managers. Based on our selection of resume samples, candidates for the job should demonstrate financial products knowledge, selling abilities, attention to details, communication and interpersonal skills, and computer literacy. Most resumes for the job showcase a degree in finance or economics. Some employers offer on-the-job training focusing on their products and services.

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1

Financial Sales Representative

Developed strategic action plans to meet and/or exceed the branch goals which included profitability, productivity, operational effectiveness, and community outreach. Executed plans to attract, expand, and retain customer relationships. Partnered with business advisors, and senior administration on new bank initiative sand projects

  • Increased branch deposits by 50% over a three-year period between 2008 and 2011
  • Led bank in wealth referrals, mortgage referrals, core deposit growth, and total deposit growth
  • Increased booked loan totals from $15,000 to $2.7 million in a little over six months
  • Primary point of contact for employee relations and interdepartmental training; conducted all weekly New Hire Orientations for new employees
  • Provided key tactical support as the lead Personal Banker over a group of six other bankers
  • Planned marketing strategies, executed prospective client outreach, and developed sales presentations
  • Provided coaching and mentoring to individual team members; motivated team members by offering incentives to boost team morale and successfully maximize team performance
Candidate Info
5
years in
workforce
1
year
at this job
2

Financial Sales Representative

Advised buyers of insurance products and services, while preparing personalized insurance quotes to bind insurance contracts. Sponsored marketing events to generate new enrollment with customer service solutions.

  • Prepared and promoted marketing events to increase auto insurance policies at local office
  • Evaluated MTD and YTD financial documents to increase insurance quotes and to find errors missed on unsold quotes
  • Reviewed insurance regulations to ensure each policy sold meets state requirements
  • Oversaw collections, third-party verification, reimbursement solutions in order to meet GEICO's standard procedures
  • Responded to customer needs by recommending products and services in order to increase binded contracts
Candidate Info
14
years in
workforce
1
month
at this job
BS
Business Administration And Marketing
MBA
Finance
3

Financial Sales Representative

In this position, I was responsible for the sales and service of bank products; to use my lending skills to meet the financial needs of clients and small businesses; to provide and promote excellence in customer service.

  • Demonstrated a proactive approach to enhance the bank's visibility and growth through personal contacts and business development calls.
  • Achieved an average of 124% of an established deposit and loan goal for year.
  • Closed over $1.3 million in consumer loans and referred for closing over $1.5 million in commercial loans.
Candidate Info
52
years in
workforce
2
years
at this job
4

Financial Sales Representative

Managed controllable components of branch Profit & Loss, including team management, fee waivers, and refunds.

  • Organized effective sales and referral teams that delivered quality service.
  • Responsible for client retention, relationship expansion, and existing portfolio management.
  • Assisted branch manager in achieving annual retail banking sales goals, while meeting individual sales goals.
  • Supported branch client needs by conducting financial needs analysis profiles to match products and services.
  • Developed new business by promoting, cross-selling and servicing a full range of financial products and services.
Candidate Info
5
years in
workforce
3
years
at this job
BA
Finance And Marketing
MBA
International Business
5

Financial Sales Representative

Responsible for marketing and up selling of financial products and services.

  • Managed all aspects of location and cultivation of new deposits and loans.
  • Participated in financial responsibilities involving cash management and initiated business development functions.
  • Identified customer needs and recommended investment products increasing revenue potential by 10%.
  • Efficiently performed multiple customer transactions in a timely manner.
Candidate Info
6
years in
workforce
3
years
at this job
BS
Business Administration And Marketing
6

Financial Sales Representative

Sold retail banking products and services to all branch customers, promoted cross selling by soliciting existing and prospective customers

  • Assisted customers with loan applications ensuring information obtained met bank's underwriting regulations, consumer lending regulations, laws and policies
  • Opened customer accounts and closed consumer loans; handled all documentation
  • Provided customer service, answered inquires and handled referrals to specialty bank services
  • Trained and experienced on Navigator and C-Net computer banking systems
Candidate Info
9
years in
workforce
2
years
at this job
AS
Associate of Science
AS
Finance
7

Financial Sales Representative

Originated loans and closed loans. Reviewed loan applications and loan packages for accuracy. Performed wire transfers for customers.

  • Performed notary services for existing customers. Notarized loan documents and other legal forms.
  • Sold products to new and existing customers for home equity lines of credit, checking, savings, money markets, time deposit accounts, IRA, safe deposit boxes and credit card accounts.
  • Developed and maintained relationships with potential customers.
  • Provided exceptional customer service by effectively meeting and exceeding customer's requests and expectations.
  • Solicited new businesses for the company and retained existing customers through outside sales, lead lists, and person to person meetings.
  • Developed strategies to increase sales growth and researched targeted markets.
  • Solicited insurance prospects to series 6 and 63 insurance agents.
Candidate Info
12
years in
workforce
4
years
at this job
AS
Mathematics
BS
Business Management
Engineering And Computer Science
8

Financial Sales Representative /manager

Developed and cultivated quality book of life insurance and other financial services achieving Million Dollar Round Table honor 1987 - 1991

  • Built strong community relationships resulting in a consistent flow of sales leads and referrals
  • Recruited, trained and retained a sales staff of 8-10 agents
  • Qualified for 9 annual sales conferences honoring top 5% of agents nationwide
Candidate Info
17
years in
workforce
17
years
at this job
BA
Political Science
9

Financial Sales Representative

Operated and maintained self-driven financial practice and all things relating to the business (i.e. budget, forecast, bookkeeping, field underwriting)

  • Identified and interacted with potential clients through referral based practices
  • Acquired 30 new clients in first six months
  • Conducted in-depth fact finding meetings with clients to assess risk allowance and potential needs, based upon their current financial position and future goals
  • Computed complex budgets, policies, and investment options for clients
  • Provided clients with a high level of individualized customer service
Candidate Info
4
years in
workforce
1
year
at this job
BS
Accounting
10

Financial Sales Representative

Cultivated client relationships over the phone and in person

  • Increased branch revenue by $60,000 in six months
  • Produced […] in assets under management to branch office
  • Presented in front of clients and prospects
  • Managed client accounts using Excel and company network
  • Trained other sales representatives in phone procedure and client prospecting
  • Conducted seminars for company on mutual funds and insurance
Candidate Info
2
years in
workforce
2
years
at this job
BA
Economics

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