Practice Manager Resume York, PA - Hire IT People

SUMMARY:

To obtain a position that will provide the opportunity to train, advance, and become a professional representative of the agency by providing leadership and professionalism through hard work and determination.

WORK EXPERIENCE:

Confidential, York, PA

Practice Manager

Responsibilities:

Manage business operations to enhance profitability & productivity
Handle all complex service issues regarding investments & risk management products
Prepare & organize all client/prospective client meeting files and documents
Oversee day to day operational procedures for all aspects of Financial Advisor’s business
Liaison between home office, advisor, clients & network support team
Create and generate proposals
Provide sales and operational support
Proficiency in Certified Records Manager (CRM) & Microsoft Office Suite

Confidential, York, PA

Financial Representative

Responsibilities:

Execute sales approach with prospective and existing clients
Analyze client's personal financial goals and create a written analysis
Provide specific recommendations as to which products would appropriately fit the clients expressed need within budgetary constraints
Superb relationship - management skills. Understanding different personality types, asking the right questions, listening, resolving conflicts, counseling clients and educating others on financial matters
Marketing and sales skills. Able to market professional skills and knowledge to potential clients and prospects in niche markets
Project management ability, superb organizational skills and attention to detail
Technology savvy. Skilled and familiar with marketing and communication software tools

We provide IT Staff Augmentation Services!

Practice Manager Resume

York, PA

We'd love your feedback!

Resume Categories

Client Services

Job Seekers

Visa Sponsorship