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Financial Professional Resume Samples
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0-5 years of experience
- Managed monthly financial forecast for a $150 million annual internal cost pool, provided variance analysis and developed action plans to achieve budgets and realize cost saving opportunities.
- Produced monthly CEO Reports, Operation Reviews, Board of Directors Reports, and Quarterly Business Reviews for Corporate Executive Team for multi-billion dollar business unit.
- Accepted first overseas assignment (Balance Sheet Remediation project in the U.K.), identified multiple process weaknesses by implementing process control improvements to mitigate across the EMEA region.
- Business owner for central financial reporting system, SAP Business Warehouse.
- Identified the financial impact of a managed vacation policy that resulted in $30M of cost savings.
0-5 years of experience
Analyzed the financial conditions of clients to assist in determining objectives for;
investing, retirement, final expenses and estate expenses.
- Developed strategic procedures to help clients meet their financial goals.
- Created and implemented financial plans with clients.
- Excellent client relation and communication skills.
- Established and executed business plan for individual practice.
0-5 years of experience
Obtained Sales Goal for first 3 quarters within the first 5 weeks of employment
- Enrolled in Financial Planner program
- Implemented networking group to build business in Pickerington area
- Created and delivered lectures on Fiscal Cliff & Affordable Healthcare Act
0-5 years of experience
- Began developing and cultivating a client database for my book of business
- Further refined client rapport building skills through outbound/inbound calls and email
- Analyzed client needs and investment opportunities
- Marketed and promoted the company’s financial services and products as per policy and procedures
- Prepared and delivered presentations to potential clients
- Established compliant regulated social networking and marketing to gain additional leads
0-5 years of experience
- Performed presentations to clients in the areas of risk management, wealth accumulation and wealth redistribution based on a needs analysis
- Highly recognized for Top Tier production in 6 months
- Prospected clients through networking events, social media and group presentations
- Attended training seminars to improve product knowledge and sales expertise
- Built trusting relationships with current and potential clients by providing excellent customer service, and following a code of ethics through compliance standards
- Educated clients on how changes in the economic environment can affect their portfolios
0-5 years of experience
- Effectively demonstrated interpersonal communication and customer service skills by initiating financial planning processes with individuals & businesses
- Successfully constructed financial action plans based upon need identification
- Creatively utilized selling skills through use of diverse presentation methods to tailor to individual clients
- Demonstrated extensive product knowledge to attain new clients
- Continuous interaction with new and prospective clients refined skills in customer relationship
- Efficiently organized schedule using time and territory management skills, resulting in 100% accuracy for meeting location times
0-5 years of experience
- Customized insurance programs to suit individual customers and families to cover variety of risks
- Prepared action plans and schedules to identify specific targets and markets
- Followed up on new leads and referrals resulting from field activity.
- Interviewed prospective clients to obtain data about their financial situations, discussed any existing coverage, and provided appropriate recommendations.
0-5 years of experience
- Analyzed clients' financial situations and made appropriate recommendations to help reach their financial goals
- Used marketing techniques to increase business exposure (Newspaper, mail, phones, networking groups & referrals)
- Provided customer service to existing clients as needed
- Kept files updated and secured in accordance with compliance & FINRA regulations
0-5 years of experience
Conducted financial needs analysis for clients
- Delivered sales presentations to potential clients
- Determined insurance needs for clients
- Reviewed and recommended annuities when needed
0-5 years of experience
- Obtained variable products (Georgia), life insurance (Georgia), Series 6 and 63 licenses. Scored "91" on the Series 6.
- Implemented mutual fund investment strategies for clients within variable insurance contracts to maximize total return while eliminating tax liability.
- Designed personalized tax free investment vehicles for usage by high-income clients to supplement their retirement income.
- Created risk tolerance profiles and asset allocation models for clients and implemented wealth protection strategies.
0-5 years of experience
Developed marketing strategies for life insurance and investment products
- Implemented new agent brainstorming sessions within agency to actively hone skills and increase sales
- Cold Called on business owners to provide products education and gain market share
- Created peer marketing groups to increase sales
0-5 years of experience
- Helped establish employee retirement plans including 403(b) plans and 457 plans
- Provided clients with access to annuities, mutual funds, and life insurance to create their financial plan
- Structured clients' portfolios to manage their risk and suggested how to evolve their investments as life situations and financial objectives change
0-5 years of experience
- Studying to become licensed agent to sell life and health insurance products
- Conducted broad-scale marketing and demographic research
- Trained with investment professionals on portfolio asset management
- Assisted Talent Acquisition team in recruiting Financial Professional Associate candidates and promotional events planning
0-5 years of experience
- Integral member of award winning sales team.
- 2014 President's Citation Award Winner with the Greater Metro Financial Group.
- 2013 President's Citation Award Winner with the Greater Metro Financial Group.
- Life, Health and Variable License designations in New Jersey.
- Life and Health License designations in New York.
- Well versed in product with ability to explain advantages and disadvantages in order to best fit the need for each client for both insurance and retirement vehicles.
- Constantly seeking out new clients and developing relationships through networking.
- Perform administrative tasks such as filing proper forms and maintaining records.
0-5 years of experience
Manage client portfolios consisting of: retirement accounts, non-qualified investment accounts, annuities, long term care, life insurance, and health insurance
- Designed and implemented quarterly marketing/business plans to successfully grow practice above benchmarks
- Present client proposals in a client-facing environment on a daily basis
- Manage client base and business metrics through Business Information Systems to successfully grow practice
- Attained Series 6, Series 63 and Life and Health Licenses within 8 weeks of beginning training program
- Partnered with senior associate to manage and analyze $30+ million in investments using Modern Portfolio Theory and Fundamental and Technical Analysis
- Attained Series 65 within first year of employment
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