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Financial Advisor Resume

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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

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