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Financial Representative Resume Samples
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Candidate Info
years in workforce
years at this job
Business Administration
Business Administration
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
years in workforce
years at this job
Journalism/public Relations
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
years in workforce
years at this job
Global Business Leadership
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
years in workforce
years at this job
Business Management
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
years in workforce
years at this job
Finance
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
years in workforce
months at this job
Business Management
Finance
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
years in workforce
years at this job
High School Diploma
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
years in workforce
years at this job
Business Management
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
years in workforce
years at this job
Business Administration
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
years in workforce
years at this job
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
years in workforce
years at this job
Leadership And Supervision
Financial Representative
Provided professional guidance and innovative solutions to help meet a client's financial goals and objectives at every life stage. Constantly monitor the markets and economy and evaluate how changes in finances can affect taxes and client situations.
- Developed long-term client base using referrals, occupational, and special-interest groups.
- Assisted individuals, businesses, and families select the most appropriate policies for life and accident coverage.
- Illustrated and submit applications, issue quotes, maintain client records, and prepare any necessary medical examinations
- Participated in meetings, seminars and programs to acquire new product and service knowledge while receiving technical assistance in developing new accounts.
Candidate Info
months in workforce
month at this job
Communication
International Studies Student
Financial Representative Intern
- Chosen to participate in one of the top ten internship programs in the country, with a 10% acceptance rate
- Provided support for the highest selling broker in the country for the 2012-2013 fiscal year
- Daily support to Financial Advisors that included scheduling meetings, conference calls, maintaining Outlook and Act contact database
- Counseled clients in financial planning and prepared life, death and disability insurance, totaling in $11,000,000 of benefits
- Conducted analysis of individual’s financial statements and appropriate ratios of insurance
- Assisted with the origination of clients and subsequent negation of financial instruments
Candidate Info
years in workforce
years at this job
Business Administration
Marketing, Management
Financial Representative
- Worked with eight to fifteen clients each week, assisting in mapping out financial future after careful analysis of individual situations
- Provided customized financial solutions tailored to client's individual situation through needs-based analysis and financial solutions
- Collected data, guided by a 15-page series of questions, determining present status and desired long-term goals
- Responsible for manipulating large data sets and running queries to analyze past customer sales and future forecasts
Candidate Info
years in workforce
years at this job
International Business
Financial Representative
Top 10 internship in the nation working as a financial representative for a fortune 500 company.
- Prospecting and creating leads outside of natural market.
- Managed client relationships and built new relationships with potential clients.
- Met with potential clients and developed a personal planning analysis based on the financial, personal and professional goals.
- Recommended and sold life insurance and disability insurance products according to the clients' needs.
- Went through extensive sales training at how to set appointments with potential clients and create relationships with them that last over the years.
Candidate Info
year in workforce
months at this job
Economics
Financial Representative
- Completed NY Life, Accident, and Health Insurance Agent/Broker Exam Series 10-55
- Successfully sold multiple Northwestern products, such as: whole life insurance policies and long term care
- Developed and serviced an extensive network of clientele and helped them manage risk and reach their financial goals.
- Marketed Northwestern Mutual financial products to prospective clients
- Cultivated powerful presenting, selling, and networking skills
Candidate Info
years in workforce
months at this job
Architectural Drafting
Industrial Technology
Master of Arts
Financial Representative
- Helped people build financial security by providing products and services to create or enhance their financial plans.
- Achieved performance results of referred prospects, telephone calls, appointments kept and sales generated.
- Conducted an average of four fact-finding interviews per week for financial plan development.
- Recommended solutions for achieving planning goals and minimizing risk to achievement of goals.
- Communicated with clients on a regular basis to review their plan to actual performance results.
- Developed marketing plans to promote personal business opportunities and improve growth.
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