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Financial Sales Consultant Resume Samples
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Candidate Info
years in workforce
years at this job
Science
Master of Arts
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
years in workforce
years at this job
Languages / Software
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
years in workforce
years at this job
Banking
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
years in workforce
years at this job
Human Resources
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
years in workforce
years at this job
Sociology
Integrated Marketing Communications
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
years in workforce
years at this job
Business Administration
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
years in workforce
months at this job
Finance
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
years in workforce
years at this job
Communications / Public Relations
Theatre
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
years in workforce
years at this job
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
years in workforce
year at this job
Business Administration
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
years in workforce
years at this job
Financial Sales Consultant
- Appointed leadership role as promotions captain. Designed and executed activities to achieve sales goals for the branch.
- Maintained goals on a monthly basis and often exceeded them.
- Placed in top ten personally for sales in Delaware Valley area.
- Won multiple team awards for sales and customer service.
- Took a passion in helping the company achieve their goal to grow business and maintain
Candidate Info
years in workforce
years at this job
Business
Financial Sales Consultant
- Performed managerial duties to handle responsibilities of the branch which included vault keys and safe combinations
- Accurately and efficiently resolved customer issues while safeguarding
- Consistently exceeded personal and regional goals
- Identified financial needs of customers and recommended products and services
- Professionally mentored and trained branch employees keeping developmental
- Adapted coaching style to motivate associates towards individual goals
Candidate Info
years in workforce
year at this job
Computing & Business
Management Information Systems
Financial Sales Consultant
- Acquired a branch customer base through aggressive sales activities
- Managed risk through adhering to company policy and procedure. Demonstrated awareness to avoid loss
- Elevated customer loyalty measures by executing outbound calls, teller transactions, appointment setting, and effective sales that assisted in the financial well-being of the client
- Generated 120,000 revenue credits over a period of six months
Candidate Info
years in workforce
years at this job
Business Administration Accounting And Payroll
Financial Sales Consultant II
Provided financial counseling to clients, explaining various financial products and comparing the products to assist in meeting the client's financial goals. Worked with loan processor and underwriters to obtain all requisite loan documentation, promoting communication and teamwork.
- Interviewed clients, analyzed sensitive and confidential financial information for credit approvals.
- 100% track record for "secret shopper" visits.
- Processed and funded approved loans ranging from $200K-$353K a month.
- Trusted with keys and access to office and cash vault.
- Assisted with opening and closing office procedures.
- Ensured accurate and timely processing of consumer loans.
- Balanced department daily activities and totals.
- Achieved 100% of assigned insurance sales goals.
- Opened and Closed client's membership accounts, Trust accounts and IRA accounts.
Candidate Info
years in workforce
years at this job
Financial Sales Consultant
Advised customers on choosing the right accounts that best fit their needs.
- Responsible for educating new employees on operational duties involved in the branch.
- High dollar cash handling on a daily basis.
- Exceeded monthly sales quota in accounts and investments, hit maximum revenue credits that could be earned.
- Recognized for excellent customer service through Gallup Surveys.
Candidate Info
years in workforce
years at this job
Accounting
Senior Financial Sales Consultant
- Assisted personal and business clients with any banking/finance inquires.
- Provided high quality of work and customer service on each customer interaction. Assist 2500-3000 customers monthly.
- Evaluated customer’s needs and advised regarding products and services that they can benefit from.
- Exceeded sale goals every month.
- Actively involved in the training of new hires. Provided peer coaching’s resulting in motivating other team members.
- Member of the 2009 Gallup Committee.
Candidate Info
years in workforce
years at this job
Computer Science
Financial Sales Consultant
- Achieved high sales percentage with consultative, value -focused customer service approach
- Prepared and sold broad range of customized merchandise to individuals and commercial accounts.
- Expressed appreciation and invited customers to return to store.
- Reviewed clients' accounts and results regularly to determine whether life changes, economic developments of financial performance indicated a need for revision
- Implemented financial planning recommendations.
Candidate Info
years in workforce
year at this job
Financial Sales Consultant
Achieved personal, departmental and bank goals and objectives by selling products to customers.
- Adhered to all regulatory and compliance guidelines.
- Maintained all appropriate licenses and professional designations.
- Maintained extensive knowledge of products, services, policies and procedures for investment and product sales.
- Initiated contacts for developing new business on a daily basis.
- Cultivated and maintained relationships with numerous referral sources including customers, accountants, and third party businesses.
- Consistently provided professional, courteous and prompt customer service to retail customers, utilizing experience and knowledge to insure customer satisfaction.
Candidate Info
years in workforce
years at this job
Career-related
Computer Programming
Financial Sales Consultant
Guide clients in growing their financial portfolio as well to promote our products and services while protecting the company's assets.
- Primary responsibilities: teller, platform, lending, and investment/Wealth referrals.
- Operation Captain: Trained team in policies and procedures, made team 100 percent audit ready, maintained branch appearance and all required alarm tests, and responsible for all equipment being in working condition.
- Account maintenance: Opening/Closing accounts, resolving customer problems, cross selling, and consulting clients in different options to improve their financial well-being.
- Provide excellent customer service and embrace the company's core values.
Candidate Info
years in workforce
years at this job
Associate of Science
Psychology
Financial Sales Consultant
Implements company vision by meeting client needs through sale of accounts credit cards, loans, and referrals to investment and mortgage services.
- Consistently exceed sales and service goals by providing exceptional service, understanding needs and facilitating solutions.
- Top performer for customer satisfaction total and investments in the branch.
- Contributed to most recent score of region leading 94 on branch audit.
- 5 star customer service score for the year with over 96%.
- Top 3 in total investments for the most recent quarter for the region.
Candidate Info
years in workforce
years at this job
Certificate
Education
Speech Pathology
Bank Financial Sales Consultant
- Cross Sales of Retail Financial Products: Ranked #2 and #9 in 2015 for the highest revenue generated in Philadelphia region
- Ranked #1 in July 2015 for the number of investment referrals which were converted to assets under management for investments under $1,000,000
- Gallup customer service rating: Continually led the branch with the highest customer service scores over 7.5 years
- Within the last three years, averaged one loan/month
- Teller responsibilities: process deposits, withdrawals, transfers, and cashiers checks
- Workplace Banking: Proactively solicited [company name] retail financial products outside of home branch
Candidate Info
years in workforce
years at this job
Awards & Education
Financial Sales Consultant
Opened accounts and maintained safe deposit inventory
- Assisted clients with consumer lending
- Performed audits
- Trained staff to use new client technology and encouraged its use
- As [company name]'s Workplace Partner represented the benefits of [company name] accounts to employees of client companies
Candidate Info
years in workforce
years at this job
International Business And Management
Financial Sales Consultant
Perform day-to-day customer service tasks such as setting up new accounts, new loans and credits.
- Help clients bank with ease and confidence.
- Assist clients with opening new business accounts
- Educate customers on the variety of loan products and available credit options
- Exceed quarterly sales goals by 50%
- Maintain positive attitude and works hard to build team relationships
- Obtain the responsibility of being the Captain for the Street Corner Events for 40th street branch
Candidate Info
years in workforce
years at this job
Theology And Religious Vocations
Bachelor of Business Administration
FINANCIAL SALES CONSULTANT (bilingual)
- Sell financial products (e.g. Credit Cards, CD's IRA's, Loans).
- Opened deposit accounts and exceeding all monthly and quarterly goals.
- Recognizing and referring cross-sell opportunities.
- Developed strategies to improve non-performing loans, reduced delinquencies, maximized recovery and minimized losses. Identified potential problem credits and provided guidance to staff in restructuring the credit and/or minimizing losses.
- Identify opportunities to enhance customer financial needs, goals and objectives
Candidate Info
years in workforce
years at this job
Business
Financial Sales Consultant
- Loan officer for branch
- Assisted clients with financial planning
- Worked with local businesses to partner and offer new benefits to their employees
- Participated in outreach opportunities to grow our current client base
- Chosen as "Champion" for several areas and trained employees on how to maximize their knowledge and skills in selected areas
- Recognized for leading the area in loan referrals
Candidate Info
years in workforce
years at this job
Certificate
Certificate
Communication Studies
Licensed Financial Sales Consultant
Prospected and sold consumer and business products
- Provided Five Star service to all [company name] customers
- Prospected and sold mutual funds, IRAs, and Annuities
- Trained teller staff on making banking and investment referrals
- Participated in weekly branch call nights
- Met and exceeded branch and investment revenue goals
Candidate Info
years in workforce
years at this job
Business
Bachelor of Arts
Art
Financial Sales Consultant
Opened new account, sold bank products and provided incomparable customer service.
- Achieved sales goals established by manager by direct selling and referred deposit, loan and investment products and services as required.
- Maximized sale of retail products to all customers.
- Developed customer relationships through cross-selling and up-selling.
- Contacted potential customers to generate high revenues.
Candidate Info
years in workforce
years at this job
Finance
Financial Sales Consultant
Opened and maintained over 400 accounts for consumer and business customers
- Recommended products and services to customers to meet their needs including PNC Investments, PNC Mortgage, and PNC Wealth
- Resolved customer issues
- Processed Home Equity applications totaling over $1.2 million
- Processed 70 transactions daily for customers
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