Sales Representative Resume Example

Nilda Melissa Diaz, CPRW
By Nilda Melissa Diaz, CPRW, Career Advice Expert
Last Updated: December 29, 2022
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Sales Representative Resume Example

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Resume Text

Liam Anderson

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


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.


  • 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.


January 2005 to December 2013
Company Name City, State

  • 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
Company Name City, State
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.


Colorado State University City, State
Bachelor of Science Finance
Coursework in Accounting and Business Administration