Sales Representative Resume Sample

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Sales Representative Resume Sample


Liam Anderson1 Main Street New Cityland, CA 91010 Cell: (555) 322-7337 E-Mail: example-email@example.comSummarySkilled 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.HighlightsProficient sales person Strong networker Business development Key relationship management Financial acumenFINRA Series 7 License NASAA Series 66 License Goal-oriented People person Team leaderAccomplishmentsGrew 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.ExperienceJanuary 2005 to December 2013 James Barrett Financial Group New Cityland, CA Sales RepresentativeDeveloped 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 RepresentativeAnalyzed 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.EducationColorado State University Denver, CO Bachelor of Science FinanceCoursework in Accounting and Business Administration

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