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Financial Services Professional Resume

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Raleigh, NC

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Objective

An opportunity to increase the profitability of a department or division at a world class organization utilizing my experience in managing a successful financial services business, applying my management, marketing, and sales experience.


Experience

2011-2012 Confidential, Morrisville, NC
Inbound Telesales Specialist

  • Sold cable products to existing and new customers
  • Provided excellent customer service to retain and gain customers

2008-2011 Confidential, Florham Park, NJ
Group Health & Benefits Account Executive

  • Managed a team of outside payroll sales representatives who referred their existing or new payroll clients to set up group health insurance
  • Tracked representatives’ sales activities and results, and coached them in areas that we identified as needing improvement
  • Sold/implemented group benefits and health insurance to small businesses (2-50 lives) based on the needs of their employees and meeting their budget

2005-2008 Confidential, Edison, NJ
Financial Services Professional

  • Implemented sustainable marketing activities to create enough sales opportunities to reach goals
  • Completed NYLIC University, a 2 year intensive training program regarding management, sales, and financial needs and products
  • Prospected for potential clients through monthly prospecting/marketing plan which consisted of; sending out market specific mailings, sending out monthly e-mails to clients on specific financial topics, setting up trade shows, home shows, and performing seminars for 5-50 people
  • Researched different investments to allocate to new and existing clients
  • Member of the 2007 prestigious Executive Council

Education

2000-2004 University of Rhode Island Kingston, RI

  • B.A. in Communications/Minor in Spanish

Skills

  • Highly proficient with Windows and Microsoft Office
  • Read, write and understand Spanish

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