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Enjoy this expertly developed sample financial service rep resume. This resume example was developed by Aspirations Career Services, Inc. Visit AspirationsResume.com today to evaluate resume writing services, find a great resume writer, and get free resume evaluations.
Jesse Kendall 123 Elm Street • Fayetteville, NC 28305 • 910.555.5555 • email@example.com FINANCIAL SERVICES REPRESENTATIVE Strengths in design and development of organizational financial architectures and infrastructures. Strategist with expertise in retirement planning, financial auditing, and investment portfolio development. Offer deep understanding of transactions, personal finance needs, and strategic restructuring opportunities. FINANCIAL SERVICE & ASSISTANCE ABC FINANCIAL SERVICES, Fayetteville, NC, 20xx-Present Financial Services Representative: Consult with clients on the lower $5 million of the office's largest producer. Manage house accounts; maintain large fee-based clients' requests. Play a key role in financial management and retirement planning. Cultivate new business from dormant accounts. Perform audits in collaboration with the branch manager. • Generated in excess of $1 million in fee-based assets from small dormant accounts. • Served an integral role in the company's 40% annual increases. • Produced $100,000 from two net new households' small dormant accounts, which were inactive for ten years. • Generated $30,000 in gross assets with drawn out trails. • Recommended a three-call process to vitalize dormant account business, which focused on introduction calls, documentation and lead organization, portfolio analysis, appointment, and close to maximize sales. • Initiated a cold call process for tax leads that was effectively utilized by FAs across the organization. CDE FINANCE, Fayetteville, NC, 20xx-20xx Financial Services Rep: Developed new business through strategic marketing, 350+ daily cold calls, and face-to-face visits. Generated reports based on production. • Played a key role in generating $4 million in 401(k) administration and 401(k) rollover money. • Generated $3.5 million through cold call leads and small business owner clientele activity. • Received all licenses within just three months. • Trained with top producers from across the branch. • Cultivated estate and financial planning prospects. BCD RESOURCES, Fayetteville, NC, 20xx-20xx Financial Service Representative: Developed a solid client base through expert new business cultivation, cold calling, prospecting, and account management. Defined clients’ financial needs and developed plans focused on clear-cut financial goals. Conducted comprehensive seminars on retirement investing. • Earned a team ranking of #4 during tenure by closing key deals and adding 85 clients. • Obtained Series 6, 63, and Group I Insurance Licenses. Education: Education: B.A., Small Business Finance, Fayetteville, NC, 20xx Technical: Microsoft Office, Lotus Notes, Investext, FactSet, Bloomberg, Requester, NatWest, LexisNexis Relocation: Open to relocation and travel
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