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Financial Consultant Resume

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Bismarck, ND

Dear Rebuilding Sierra Vista:

Please accept my application and resume for the position of Local Business Marketing Director. You will see that I will bring many years of business and management experience to this position. I have the drive to bring the story of the Sierra Vista business growth owners and managers, elected officials and Chamber members and prospects across the state and will be an enthusiastic representative of Sierra Vista.

You will have a passionate advocate with an experienced voice. As someone who lived and worked in Sierra Vista for over a decade, I also offer the background of someone who worked outside the state and returned to rediscover and embrace the rare self reliant lifestyle we embody here. I am uniquely qualified for this position with the credentials of someone who nurtures relationships, encourages communication, identifies common goals and develops strategies to achieve those goals. I will bring a professional presence and an intense commitment to the mission of building for the future of Sierra Vista to this role.

The strength of Sierra Vista's economy resides in the people who live and work here. We face the challenge of promoting the growth of Sierra Vista as a regional center. I will empower an inclusive dialogue that can bring the businesses of Sierra Vista together to look toward the future together.

I am the person you are looking for to represent and promote Sierra Vista. Please contact me at your convenience for clarification or with further questions. I look forward to hearing from you.

Respectfully,

As a Business Professional with expertise in delivering customized solutions, I am seeking a career that will provide the opportunity to take on challenges to deliver mutually profitable client focused strategies in management. My career experiences include being a sales professional for a Fortune 500 company, serving as a business-to-business road warrior for a Global 10 financial corporation, running a local office of a national company, owning and operating a sole proprietorship, managing a small business and overseeing the day-to-day activities of a 501(c)(3) Non-Profit organization.

Knowledge, Skills and Abilities

  • Business Development
  • Account Management
  • Strong working knowledge of Windows and Mac computer systems and software applications
  • Organized self-starter with an entrepreneurial spirit
  • Ability to cultivate trust and breed confidence in my honesty and integrity
  • Cooperative attitude with excellent interpersonal and communication skills
  • Able to develop and maintain positive and productive relationships with co-workers and clients

Experience

  • I have a professional attitude in delivering customer centered solutions.
  • Well organized and able to focus on priorities to get the most out of available resources with skill in business development, management, customer service and client retention.
  • Annualized double digit sales growth over a 10 year period.
  • Timely, accurate reporting and correspondence with the home office.
  • Create and implement marketing and merchandising plans.
  • Progressive attitude with a willingness to engage innovative ideas when appropriate. I am able to implement new concepts to improve customer service and achieve goals with responsibility to company expectations, resulting in higher profitability, increased customer satisfaction and referrals.
  • Identify customer needs and provide customized solutions with an attention to detail.
  • Diversifying presentations to meet existing market and customer needs. I am able to effectively communicate the features and benefits of the products and services offered, including customer education at the point of sale, and communicate the value of the solutions I present in such a way that they are able to retain the information and relate it to others.
  • Eager to learn new concepts and procedures, whether from internal or third party experts. This pursuit of increasing my knowledge base brings opportunities to pass this knowledge along to my staff and prepare them for the implementation of these strategies.
  • Distinguish objectives with customers by interviewing, listening to not only the words but also the story behind the words, and recommending solutions followed with ongoing attention to detail.
  • Able to understand and a willingness to incorporate the perspectives of my customers with a goal of achieving customized solutions. Listening skills coupled with discerning judgment to encourage and accept varied points of view in creating and implementing action plans to achieve objectives.
  • I am able to identify positive performance by team members and give constructive coaching to clarify expectations of company and customers, as well as helping new team members learn and understand the industry and their responsibilities.
  • Development of short and long term goals, objectives and strategies.
  • Territory management including appointment scheduling and travel arrangements.
  • Prepare and present various reports, studies and projects to promote the implementation of objectives which contribute to the success of both the firm and the customer.
  • Accountability to both the firm and client in providing superior service and support.
  • Extensive experience in operating within a budget.

Education
Bachelor of Arts.

Employment History

Confidential,North Dakota
Current Position
Director

Confidential,Arizona
2002 to 2008
Financial Consultant

Confidential,Arizona
Vancouver, Washington
2000 to 2001
Regional Sales Director

Confidential, Arizona
1998 to 2000
Investment Representative

Confidential, North Dakota
1979 to 1997
Owner and Operator: 1989 - 1997

Confidential,North Dakota
1979 to 1989
Manager: 1981 - 1989

Corporate Training
Business Development.
Edward Jones & Co., St. Louis, MO.
"Integrity Selling".
ING Corporate Training, Phoenix, AZ.
"Accredited Asset Management Specialist" certification.
College for Financial Planning, Denver, CO.
Business Development.
Strategic Asset and Account Management.
A.G. Edwards and Sons, St. Louis, MO.

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