Any Town, NY 99999 • (999) 999-9999 • firstname.lastname@example.org
high quality financial products and creating positive clients’ experience by providing effective and timely service.
SUMMARY OF QUALIFICATIONS
Over ten years of successfully managing and building assets for high net worth individuals and corporate retirement plans. Dynamic approach to sales from lead generation to closing. Effective client communications, service, relationships and results.
ABC Inc, Any Town, NY, 2008 – 2009
- Assist in marketing functions building client base. Developing leads using the telephone reaching Homeowners Associations, Financial Advisors, Large Scale Community Developments, Corporations and previous brokerage account holders.
- Investing in fixed insured products minimum investment 1 million dollars. Speaking to the decision maker only, using VPN financial needs analysis.
XYZ Corp, Any Town, NY, 1999 – 2008
- Analyze financial information obtained from clients to develop strategies and meet objectives.
- Build and maintain client relationships while keeping accurate records and status .
BCD Inc, Any Town, NY, 1998 – 1999
- Analyzed prospective clients’ financial objectives to determine best overall investment strategy.
- Once investment strategy was determined, educated clients in understanding pros and cons of different products available to them, (e.g. Life Insurance, Mutual Funds, ETFs, Annuities, etc) across all asset classes.
- Made recommendations to clients on specific investment products and respective allocations
- Reviewed clients’ strategies periodically to ensure adherence to objectives and proactively made appropriate recommendations as necessary.
- Built and maintained client bases through ongoing prospecting.
- Collaborated with colleagues in specialty areas to provide guidance as needed (e.g. clients with special needs children, retirees of government agencies, etc).
PROFESSIONAL CERTIFICATIONS AND EDUCATION
Variable Life Insurance License
New York University – Master of Theology, 1993
Speak, read, and write Czech fluently.
Basic knowledge of Russian and German.