Financial Advisor Resume
3.00/5 (Submit Your Rating)
Durham, NC
SKILLS & ABILITIES:
- Strong interpersonal skills
- Goal - oriented
- Able to provide clear and positive communication with co-workers
- Time management
- Excellent listening skills
- Driven, able to multi-task and finish tasks on time
EXPERIENCE:
Confidential, Durham, NC
Financial Advisor
Responsibilities:
- Booked 7 - 10 new prospect meetings per week via cold-calling, mailers, canvassing and networking events
- Sold Life Insurance policies with benefit values of over $6.5M total
- Completed 20+ online training modules focused on Sales skills and Product offerings
- Analyzed financial information obtained from clients to determine strategies for meeting clients’ financial goals
- Developed new relationships with clients through trust and professionalism
- Provided information/education to clients about the purpose and details of financial products, services, and strategies
Confidential, Durham, NC
Intern
Responsibilities:
- Built Splunk dashboard analyzing 2400+ locations worldwide to provide nuanced information to Duke’s Global Programs office to help refine understandings of where Confidential affiliated persons spend significant amounts of time
- Performed manual analysis of 600+ Confidential NetIDs to make sure that all individuals are appropriately accounted for in the DKU staff directory
- Utilized a Network Link Conditioner to simulate connections from various global locations to find playback issues in existing and for potential Confidential sites
Confidential, Durham, NC
Intern
Responsibilities:
- Prepared documentation and other information for Confidential global travelers, including researching and writing help guides for the use of cell phones in 40+ foreign countries
- Worked with 20+ Confidential employees globally collecting data to better improve streaming services worldwide
Confidential, Raleigh, NC
Waiter
Responsibilities:
- Explain various dishes on the menu to patrons and make recommendations
- Take orders and collect payments from customers
- Ensure customer satisfaction and take action to correct any problems
- Provided excellent customer service in a fast-paced environment