Accounting Sales Representative Resume Sample

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Sales Representative Resume Sample


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Liam 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

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