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Financial Sales Consultant resume examples

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Skills

  • Problem resolution
  • Recruiting
  • Client relationship management
  • Operational improvement
  • Product testing
  • Inspection reviews
  • Report writing
  • Communications
  • Clerical support
  • Data Management

Work Experiences

  • Achieved 42% growth in retail banking customer acquisition.
  • Achieved a 75% higher renewal rate.
  • Answered an average of 14 calls, emails, and faxes per day, responding to customer inquiries, resolving problems, and informing customers about new products.
  • Copied, logged, and scanned supporting documents before filing everything in the client's files.
  • Was able to recognize and interpret standard sales trends for ServiceNow.
  • Developed incentives for Financial Sales Consultant to meet sales targets in order to increase revenue.
  • Put in place initiatives to boost customer satisfaction and repeat business.
  • Started two key partnerships that resulted in a 54% increase in revenue.
  • Achieved 4 in buy-ins for new financial products.
  • Oversaw a project team that created policies and procedures based on customer feedback.

Summaries

  • Knowledgable in a variety of design and testing methodologies.
  • Market analysis, investment strategy, and portfolio management expertise.
  • Trained and mentored 12 employees to meet ambitious sales targets through data analysis.
  • Achieved President's Club for top performance.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.
  • Achieved a 35% decrease in operational costs.
  • High-performing Financial Sales Consultant with 15 years of experience focusing on and proposing solutions to consumers' financial needs.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • System are well-understood.

Accomplishments

  • Trained 9 new Financial Sales Consultants in sales techniques, which increased overall division revenue by 3.
  • Delivered presentations to 11 C-suite executives, securing interest in Tableau and moving forward with 16 in sales deals.
  • Integrated automated lead generation tools, leading to 74% more qualified leads and boosting sales figures.
  • Decreased churn rates for framework by 74% through tailored consultative strategies.
  • Collaborated with senior stakeholders to re-engineer sales processes, reducing operational expenses by 65%.
  • Implemented customized financial solutions that grew portfolio revenues by 3 within 6 months.
  • Designed and conducted financial product training, subsequently leading to a 39% rise in team sales performance.
  • Developed strategic partnerships, facilitating B2B sales negotiations and achieving a 18% increase in revenue for 2019.
  • Reduced failed onboarding attempts by 72% by developing a comprehensive client engagement strategy.
  • Collaborated with compliance teams to overhaul KYC processes, reducing onboarding time for new clients by 44%.

Affiliations

  • International Association for Financial Engineering (IAFE)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Chartered Financial Consultant (ChFC) Professional Membership
  • National Association of Social Workers
  • Financial Planning Association (FPA)
  • Toastmasters
  • Securities Industry and Financial Markets Association (SIFMA)
  • European Financial Planning Association (EFPA)
  • American Association of Finance & Accounting (AAFA)
  • Jaycees

Certifications

  • Certified Fund Specialist (CFS)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Wealth Strategy Associate (CWSA)
  • FINRA Series 7 – General Securities Representative License
  • Chartered Financial Analyst (CFA)
  • Cisco Certified Network Associate (CCNA)
  • Accredited Investment Fiduciary (AIF)
  • FINRA Series 65 Investment Advisor Representative License
  • NASAA Series 65 - Uniform Investment Adviser Law Examination
  • Certified Trust and Fiduciary Advisor (CTFA)

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