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Financial Services Professional Resume

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NJ

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Objective
To obtain permanent full time employment in a corporate business environment and acquire a position within the marketing, management, human resources or finance department

Education
Graduated May 2011
Major: Business Management Minor: Economics
Graduated June 2007

Honors & Awards 4 year letter winner Moravian College Football

Experience
Confidential,
05/2011 – Present
Financial Services Professional

  • Analyzed clients personal financial needs and provided an individually based prospectus based on analysis
  • Analyzed Business Plan on a per client basis and made recommendations according to what was best to grow/improve business
  • Prospected and Networked to find new clients and contacts
  • Trained in networking techniques to build and retain client base
  • Sandler System Sales Training and Techniques
  • Created Marketing blueprint for target markets
  • Created Business to Business Sales Marketing Strategies
  • Created business plan that encompassed all aspects of a financial services career (networking, marketing, data analysis)
  • Officially Licensed to sell Life Insurance and Accident and Health Insurance in New Jersey and Pennsylvania

Confidential,
NJ
05/2010 – 09/2010
Financial Representative

  • Analyzed clients personal financial needs and provided an individually based prospectus based on analysis
  • Prospected and Networked to find new clients
  • Participated in Training Programs on marketing techniques on products
  • Trained in networking techniques to build and retain client base
  • Officially Licensed to sell Life Insurance and Accident and Health Insurance in New Jersey and Pennsylvania

Confidential,
New Jersey
05/2009 – 08/2009
Performed various responsibilities as required

          • Princeton University Department of Economics and Business, Princeton, New Jersey
          • Shipping and Receiving
          • Triangle Home Furnishings, Cranbury, New Jersey
          • Shipping and Receiving (loaded and unloaded tractor trailers)

Confidential,
New Jersey
03/2007 - 08/2007
Sales Associate

  • Sell footwear, apparel and other sporting equipment

Confidential,
New Jersey
02/2006 – 08/2006
Associate

  • Prepare food products, cashier

Skills Microsoft Word, PowerPoint, Excel, have knowledge skills and attitude need to succeed, created upstart computer company on Marketplace Live, Financial Analysis of DuPont, created Marketing Campaign for fictional upstart company

Interests

Watching/Playing Sports, Traveling, Music, Being with Friends/Family

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