Resume Templates: Financial Advisor


123 Fake Street | City, State, Zip Code Cell: 000-000-0000 | Home: 000-000-0000 |

Executive Profile
Results-producing sales executive with over 15 years of progressive experience driving new business growth in the insurance industry. Expertise in engaging high performing teams, change management, customer relationship building, and underwriting risks. Leverage creative business strategies, process enhancement, meticulous research, and comparative analysis to gain competitive business edge. Entrepreneurial leader committed to excellence and innovation.

Core Qualifications
Senior Level Sales Client Relationship Building Employee Engagement Change Management Business Development Account Expansion Process Improvement Multi-Line Insurance Sales

Demonstrated commitment to encouraging employee growth and development by becoming a certified video coach for Omega’s Coaching for Results course and participating in leadership and mentorship programs. Increased personal lines and auto 20% year-over-year as agency owner of The Co-operators by developing and guiding a high performing sales and service team. Successfully grew commercial lines with the largest book of not-for-profit organizations (NPO) in BC by leveraging centers of influence at Vancity who provide lending to NPOs. Strategized and formed life and investments portfolio from scratch to effectively quadruple the book in 3 years. Exceeded The Co-operators’ previous 50% retention rate, earning a 87% retention rate by premium and file count by end of 2009. Improved earnings over $100,000 over previous year, revenues by 11%, average value of new policies 35%, and doubled referrals while at Vancity Insurance Services Ltd.

Financial Advisor/Agency Owner December 2010 to Current The Co-operators Vancouver, BC Direct and oversee multiple functional areas including insurance policy management, sales, and business development as owner and exclusive agent of The Co-operators (formerly a Vancity Insurance Agency). Respond to customers’ diverse needs by expanding products to include personal lines, auto, commercial, life, and investments. Manage Vancity’s corporate insurance policy, a large and complex financial institution policy featuring property, commercial, general liability, directors and officers’ liability, professional liability, cyber/online banking liability, mortgage impairment coverage, and associated risk management activities. Regional Manager, Business Insurance September 2009 to April 2011 Managed daily operations of the business insurance department through The Co-operators’ acquisition of Vancity Insurance effective September 2009, reporting directly to the district manager. Maintained existing customer relationships while generating 30% growth in new business during this challenging transition period. Led several functional areas such as change management, work scheduling, new business development, and overseeing Vancity’s corporate insurance policy and associated risk management activities. Directed the Career Path Committee comprised of senior people-managers to facilitate successful transition of Vancity Insurance staff to The Co-operators’ business model.


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