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Show Resume TextLiam Anderson
1 Main Street
New Cityland, CA 91010
Cell: (555) 322-7337
E-Mail: example-email@example.com
Summary
Skilled financial Sales Representative with 13 years of financial services industry experience. Expertly creates customized financial strategies to meet client needs. Solicits new business and consistently grows customer base to meet objectives and improve the business bottom line.
Highlights
Proficient sales person
Strong networker
Business development
Key relationship management
Financial acumen
FINRA Series 7 License
NASAA Series 66 License
Goal-oriented
People person
Team leader
Accomplishments
Grew client base at least 10% every year for the past 8 years.
Consistently met or exceeded goals for loan applications, daily sales, and monthly quotas.
Awarded four merit increases during the first two years of employment.
Experience
January 2005 to December 2013
James Barrett Financial Group New Cityland, CA
Sales Representative
Developed customized sales techniques to successfully sell and upsell financial services to new and existing clients.
Generated new business through successful networking and cold calling.
Managed complete loan cycle, from application through closing.
Evaluated applications and made recommendations to clients.
Assessed risk and made appropriate decisions regarding loan processing.
Resolved issues with delinquency and helped clients bring their accounts current.
May 2000 to December 2005
Payton Financial Services Denver, CO
Sales Representative
Analyzed financial information obtained from clients to determine strategies for meeting clients’ financial objectives.
Reviewed clients’ accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
Implemented financial planning recommendations.
Monitored risk accounts on a weekly, monthly, quarterly, and annual basis.
Education
Colorado State University Denver, CO
Bachelor of Science Finance
Coursework in Accounting and Business Administration
1 Main Street
New Cityland, CA 91010
Cell: (555) 322-7337
E-Mail: example-email@example.com
Summary
Skilled financial Sales Representative with 13 years of financial services industry experience. Expertly creates customized financial strategies to meet client needs. Solicits new business and consistently grows customer base to meet objectives and improve the business bottom line.
Highlights
Proficient sales person
Strong networker
Business development
Key relationship management
Financial acumen
FINRA Series 7 License
NASAA Series 66 License
Goal-oriented
People person
Team leader
Accomplishments
Grew client base at least 10% every year for the past 8 years.
Consistently met or exceeded goals for loan applications, daily sales, and monthly quotas.
Awarded four merit increases during the first two years of employment.
Experience
January 2005 to December 2013
James Barrett Financial Group New Cityland, CA
Sales Representative
Developed customized sales techniques to successfully sell and upsell financial services to new and existing clients.
Generated new business through successful networking and cold calling.
Managed complete loan cycle, from application through closing.
Evaluated applications and made recommendations to clients.
Assessed risk and made appropriate decisions regarding loan processing.
Resolved issues with delinquency and helped clients bring their accounts current.
May 2000 to December 2005
Payton Financial Services Denver, CO
Sales Representative
Analyzed financial information obtained from clients to determine strategies for meeting clients’ financial objectives.
Reviewed clients’ accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
Implemented financial planning recommendations.
Monitored risk accounts on a weekly, monthly, quarterly, and annual basis.
Education
Colorado State University Denver, CO
Bachelor of Science Finance
Coursework in Accounting and Business Administration