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Additional Finance Resume Samples
Advisor Resume Samples
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0-5 years of experience
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
0-5 years of experience
- 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
0-5 years of experience
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%
0-5 years of experience
- 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.
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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
6-10 years of experience
- 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.
0-5 years of experience
- 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
0-5 years of experience
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
0-5 years of experience
- Presented and clearly explained insurance policy options to Medicare eligible retirees based on their needs and goals.
- Assisted large clients; employers, transition their Medicare eligible retirees from group insurance to individual insurance.
- Researched coverage and premium options and supplied clients with the best coverage available.
- Maintained compliance with CMS/ Department of Insurance guidelines, in order to sell.
- Used several resources such as Medicare.gov and several insurance carriers’ websites ensuring that the most up to date and accurate information was provided to recipients.
- Explain claims processes, accessed retiree’s HRA; health reimbursement accounts.
0-5 years of experience
- Supervise assigned staff by performing or participating in the following personnel responsibilities: training, staff selection, recommending and/or implementing disciplinary actions, responding to grievances, recommending termination, attending unemployment hearings and assisting with labor relations issues.
- Evaluate and document work performance formally and informally; coach, counsel, monitor, and motivate assigned staff.
- Establish and/or prepare staffing schedules.
- Mentored and maintained accountability of team members within the organization, providing positive guidance for their personal and professional development.
- Supervised inventory management functions for communications, medical and specialty equipment valued at approximately $2M; conducted a monthly inventory with a 100 percent accuracy rate.
- Planned and managed over 50 projects using project management concepts; established work breakdown structures and timelines, forecasted resources and supervised overall completion of projects.
- Analyzed violations of organizational code of conduct and administered disciplinary actions in accordance with published regulations.
- Assessed training needs and evaluated training effectiveness of organization; assisted in the development of innovative teaching techniques and conducted professional development seminars.
0-5 years of experience
Received and responded to inquiries via phone, email, and Live Chat
- Admissions advisor for students from 3rd graders to college students.
- Assisted with program selection and provided program information.
- Documented call
6-10 years of experience
Advise prospective students on educational options and career decision
- Provided exceptional student support throughout student’s degree program
- Planned and prioritize workload, handled confidential and sensitive information
- Microsoft Office proficient
0-5 years of experience
- Tenure predicated on passing Series 7 exam; Missed testing by 1 point
- Solutions Advisor Training
- Utilize consultative sales approach to close sales recommending customers on product range available
- Incoming/ Outgoing sales calls, Balanced, Cash drawers; maintained sales goals
0-5 years of experience
- Gained new sales through cold calling
- Sold life, accident, and health insurance, and stocks, bonds, and mutual funds
- Created and implemented financial plans and investment strategies for clients
- Submitted securities trades for clients
0-5 years of experience
Auto Technician with promotion to Service Advisor
- Dispatching work to Technicians
- Communications between auto techs & customers
- Scheduling & assuring completion of customer vehicle repairs in timely manner
- Explanation of diagnostic/repairs to customers
- Responsibility of closing/opening of service department
- Assist Service Manager with day to day service operations including filing & handling of warranty claims
0-5 years of experience
- Create a welcoming environment by greeting clients and probing for information for a custom experience.
- Ensure studios are hygienic and supplied with sanitized makeup applicators at all times. This maintained client satisfaction and cleanliness.
- Continuing education meant when clients spent their time with me, they knew they were going to receive an unbiased, honest and educated service that was personalized for them.
- Study face, eye shape and skin tone for shade matches and contour to bring depth and dimension to the face.
- Use multiple techniques to create a desired look while educating the client about products used and demonstrating correct use.
- Increase sales and satisfaction by adding to client’s basket and offering complimentary samples. Then, confidently assure them of their purchase and let them know I looked forward to seeing them again.
0-5 years of experience
- One of 180 individuals selected out of 560 applicants for the position
- Responsible for the facilitation of academic, cultural, intellectual, personal, and social
- Serve as a resource and oversee a residential floor of 19 residents of diverse backgrounds
- Budget money for residence hall events
0-5 years of experience
- Administering federal, institutional, state, and private funds for requesting students.
- Awarding financial assisting to eligible students, as defined by criteria established by the funding source.
- Educating and advising students regarding financial matters.
- Ensure timely collection of documentation, completion of applications, and accuracy of information and files adhering to compliance.
- Assist students throughout the financial aid process.
- Prepare necessary reports as directed by the Director/V.P. of Financial Aid.
0-5 years of experience
- Schedules and maintains appointments through computerized
- Answers telephone, screens calls, take messages, and provides information along with greeting patients in a prompt, courteous and helpful manner.
- Makes personal reminder calls as appropriate
- Responsible for initiating and receiving calls from providers to schedule Peer Advisor reviews while maintaining a courteous, professional attitude at all times.
- Schedulers must have a higher level of understanding related to medical terminology
- Schedulers must demonstrate exceptional customer service skills to communicate in a positive professional manner with patients, coworkers, hospital staff, and physicians and their staff
0-5 years of experience
- Assist with the daily operations of the Multicultural Student Services office
- Facilitate academic, social, and career development workshops
- Manage a caseload of students within the program
- Provide academic support
- Serve as an advisor to students within the “Partnership to Achieving Student Success†program, which provides services to at-risk students enrolled in one or more developmental courses, lives in low-income housing, and/or is a first-generational student
0-5 years of experience
Career Services Advisor/Vocational Skills Instructor for the adult population who are affected with intellectual, mental, and developmental disabilities and delays.
- Program Development, Behavior Modification, Client Advocacy
- Observation of client performance, behavior, social development & Physical health. Documentation of client issues.
- Prepare class materials, Identification of educational needs & develop classes & interactive activites. Conduct basic assessments & application of multiple teaching methods.
- Enforcement of rules for governing behavior. Job coaching. Assistance in career services
0-5 years of experience
[company name] Care At Home Advisor
- Determine and Diagnose [company name] mobile devices issues and customer concerns
- Trouble shoot technical issues with [company name] related applications in mobile devices
- Process preferred repair method for customer to get first call resolution
- Reserve appointments for [company name] Care customer at convenient [company name] Retail Store when the customer preferred local repairs
- Guided customer through [company name] iOS questions, concerns, and specific preferred settings
- Knowledge of troubleshooting steps in both Mac and Windows environments
0-5 years of experience
- Assisted residents with activities of daily living.
- Purchased, prepared and served food for resident following special prescribed diets.
- Assisted patients into and out of bed, automobile and wheelchair, to lavatory and up and down stairs.
- Assisted resident to dress, bathe and groom themselves.
- Kept track of resident medications.
- Accompanied ambulatory residents outside home, serving as guide, companion and aide.
- Entertained patient read aloud and encouraged residents to participate in activities.
- Performed miscellaneous duties as requested, such as obtaining household supplies and running errands.
- Maintained records of services performed and of apparent condition of patient.
0-5 years of experience
- Answer customers’ questions about products, prices, availability, product uses, and credit terms.
- Recommend products to customers, based on customers’ needs and interests.
- Consult with clients after sales or contract signings to resolve problems and to provide ongoing support.
- Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.
- Negotiate details of contracts and payments, and prepare sales contracts and order forms.
- Perform administrative duties, such as preparing sales budgets and reports, keeping sales records, and filing expense account reports.
Insurance Advisor Duties and Responsibilities
The type of organization an insurance advisor works for will determine the exact duties they carry out. Based on job listings we analyzed, these duties typically involve:
Assess Customer Needs Insurance advisors routinely speak to customers to assess their needs and explain insurance policies. This helps advisors customize plans to suit a client’s requirements.
Process Policy Paperwork Once an insurance policy has been accepted by an individual or a business, insurance advisors process the paperwork on their behalf to calculate premiums, enroll the customer onto the plan, and send out any contracts.
Utilize Marketing to Generate More Business Insurance advisors benefit from referrals, newsletters, phone calls, and other forms of marketing that help generate more customers and increase conversion opportunities.
Contact Existing Customers Insurance advisors contact existing policy holders to check that information is up to date and to verify policy renewal if it’s expiring. They may need to resell the product if the customer is not interested in renewing it by reinforcing the benefits and persuading the customer to purchase the insurance plan again.
File Reports Insurance advisors often have targets to meet and are usually required to file reports to outline the number of policies they’ve processed on a weekly, monthly, or quarterly basis.
Insurance Advisor Skills and Qualifications
Insurance advisors are excellent verbal communicators with strong selling techniques and experience. They’re able to quickly assess a customer’s needs in order to provide them the right product or service. Typically, there are no formal requirements for this job, although employers may prefer applicants with previous sales experience as well as the following abilities:
- Laws and regulation knowledge – this job requires a good knowledge of policies, regulations, and laws, so insurance advisors need to stay up to date with any changes to these areas
- Communication skills – insurance advisors talk to clients every day, so they need strong verbal communication skills to assess what they’re looking for and to explain complex insurance concepts simply
- Analytical mindset – insurance advisors quickly assess a client’s needs and find a product that meets their specifications, so applicants for this job need good analytical skills
- Customer service – because they spend so much time working with customers and clients, insurance advisors need great customer service skills and the ability to sell products in a professional and persuasive way
- Interpersonal skills – a main aspect of this job is making customers feel comfortable, so interpersonal skills are vital to establish trust and professionally respond to any questions or concerns that may arise
Insurance Advisor Education and Training
Insurance advisors don’t need any formal education, although some positions may require special licenses, which some companies will pay new employees to gain. Previous sales experience in a similar industry can be advantageous, particularly for people looking for their first job as an insurance advisor. Applicants with a bachelor’s degree in business, economics, or a similar field may find that they have a competitive edge in the job market.
Insurance Advisor Salary and Outlook
The median annual salary for insurance advisors is nearly $37,000, according to PayScale. Insurance advisors in the 10th percentile earn around $24,000 annually, while the highest paid earn close to $65,000 a year. The higher salaries can include bonuses of up to $10,000 based on individual or group performances, and profit-sharing opportunities of up to $8,000. Location and past experience impact pay for this role, and around half of employers offer dental plans and medical insurance as part of their benefits package. The Bureau of Labor Statistics predicts that the financial advisory sector will grow 15 percent through 2026.
Helpful Resources
We’ve collected some of the best resources to help you learn about a career as an insurance advisor:
Shift: Digital Marketing Secrets of Insurance Agents and Financial Advisors – according to Google, someone searches for an insurance product every five seconds. This book explores how to reach this growing market, highlighting unique techniques and tricks to gain more conversions
Getting “Yes” Decisions: What Insurance Agents and Financial Advisors Can Say to Clients – a clear and comprehensive guide to getting more people to say “yes” to questions and converting them into paying customers, this book provides a contemporary look at advertising techniques that really work
The Insurance and Financial Advisor Marketing Group – with over 9,000 members, this LinkedIn group is a great resource for experienced and new insurance advisors alike, with networking and knowledge-sharing opportunities to help develop your skills
Advisor Talk – from sales ideas to tools and in-depth blog posts, this site is a great reference for advisor-related topics and provides some thought-provoking ideas to test in the workplace
Gabriela Barcenas
CPRW, Career WriterGabriela is a Certified Professional Resume Writer (CPRW) and member of the Professional Association of Resume Writers & Career Coaches and has worked in the career industry for more than seven years providing comprehensive guidance on resume writing and job search strategies for individuals across diverse career paths. She holds a bachelor's degree in English and creative writing and is passionate about helping job seekers present their professional story effectively through well-crafted resumes and cover letters that demonstrate their value, skills, and experience to potential employers. Some of her work has been featured on JobHero's resume examples career center.
