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Online Resumes with "Book Business "
Customer Service Representative - 20 Years of Experience - Near 11234
SUMMARY * Substantial expert experience as a fixed income specialist responsible for marketing and selling short-term securities to major financial and corporate accounts in Latin America (Brazil, Chile, Mexico, Venezuela and Panama) in an effort to build customer relationships * Earned a reputation with senior management as highly analytical, detail-oriented, strategic and tactical thinker, quantitative problem solver, tea...
Tags for this Online Resume: Asset Backed Securities, Bonds, Book of business, Financial, Financial Services, Fixed Income, Management, Municipals
General - 20 Years of Experience - Near 96706
Experienced real estate sales professional with proven success in propertyl & project management commercial venues and sales throughout Hawaii. Demonstrated skills in recruitment employee/agency relations client service and interactions. Strong ability to oversee teams that meet and exceed goals and expectations. Well- versed at developing and implementing policies and procedures to stay current with changing environment.
Tags for this Online Resume: Due Diligence, Policies and Procedures, Management, Real Estate, Property Management, Book of business, Probate, Project Management
Sales Representative - 1 Years of Experience - Near 60045
SUMMARY Demonstrates a passion for building relationships, cultivating partnerships and growing businesses. Competitive minded individual with extensive experience of developing businesses and working within a sales-driven environment. ACCOMPLISHMENTS Constructed strategies to develop and expand existing customer sales resulting in a 23% increase in monthly sales. Managed investment portfolios of 75 households generating $3...
Tags for this Online Resume: Banking Industry, Financial, Management, Wealth Management, Book of business, Investment Management, Sales, Sales Support
Accountant - 20 Years of Experience - Near 60422
PROFILE A seasoned professional and effectual leader with a proven ability to nurture insurance and financial relationships: * Fifteen years in banking, insurance and investment sales * Five years of management experience with up to ten direct reports * Powerful but gentle closing abilities
Tags for this Online Resume: Insurance, Insurance Sales, Life Insurance, Sales, Management, Territory Sales, Wealth Management, Book of business
Manager - 14 Years of Experience - Near 60013
SUMMARY OF QUALIFICATIONS Results-oriented finance professional with over 14 years of combined experience in management, training, sales, and customer service. Experience creating financial statements, budgets, strategic plans, and revenue projections for a $68Million+ book of business.
Tags for this Online Resume: Private Client, Referrals, Sales, Book of business, Business Development, Financial, Financial Controls, Policies and Procedures
Software Sales Representative - 19 Years of Experience - Near 07016
To Whom It May Concern: My background is consultative solution selling, account management, customer service, relationship management, multi-tasking and project management. I have dealt with C level managers in all departments of a company. I am seeking an account manager or client relationship manager position in which I can utilize my sales, customer service, liaison and learning and development skills and experti...
Tags for this Online Resume: Management, Accounting, Asset Management, Book of business, Documentation, Fixed Income, High Net Worth, Joint Ventures
Director of Business Development, Project Manager and Designer - 13 Years of Experience - Near 34202
Tags for this Online Resume: Property and Casualty Insurance, Workers Compensation, Benefits, Book of business, Compensation, Customer Service, customer service skills, Insurance
Customer Service Representative - 9 Years of Experience - Near 06460
Tags for this Online Resume: Account Manager, Book of business, Apple, Cisco, Dell, HP, Inside Sales, Microsoft
Insurance Underwriter - 3 Years of Experience - Near 64078
SUMMARY OF Qualifications Strong organizational and multitasking skills Detail oriented Highly motivated and innovative Excellent verbal and written skills Proficient with Microsoft Office Products, Adobe, Quickbooks Accounting software, Aspire, Nexsure, Internet and Email. Typing 60 WPM MO Property & Casualty Insurance Licensure
Tags for this Online Resume: Auto Insurance, Book of business, Insurance, Underwriter, Underwriting, Blue Prints, Blueprints, Compensation
Excellent work skills
Quality leadership/ Excellent sales person. outgoing
Ideal Companies: Morgan Stanley/ Goldman Sachs/Wells Fargo, Citibank/ J.P. Morgan Chase
Tags for this Online Resume: Account Executive/ Sales Manager
Financial Services Sales Agent - 3 Years of Experience - Near 85388
Summary implement strategies to strengthen customer relationships, improve business practices, and drive growth. Broad based management skills, with strong planning, communication, organizational, and decision making ability to successfully complete projects. Collaborates with staff and encourages a team environment for high levels of employee confidence and client satisfaction.
Tags for this Online Resume: Appraisals, Flooring, Payroll, Retail, Benefits, Book of business, Business Acumen, Business Development
Financial Analyst | Portfolio Management | Financial Sales Support
Financial Analyst with professional experience including supporting financial sales teams and conducting problem solving analysis. Driven finance professional with the demonstrated ability to coordinate risk assessments for global automotive original equipment manufacturers (OEMs) within an academic setting. Analytical finance leader leveraging a foundational career history in effectively servicing individual high net worth...
Ideal Companies: Ford, General Motors, GM, Chrysler, FCA, Ally, Ally Financial, Ford Credit, Comerica, Comerica Bank, Chase, JP Morgan Chase, Chase Bank, Flagstar Bank, Quicken, Quicken Loans
Tags for this Online Resume: Leadership, Finance, Customer Service, Public Speaking, Microsoft Office, Social Media, PowerPoint, Marketing, Research, Event Planning, Financial Statement Analysis, Capital Markets, Fixed Income, Equity Analysis, Advanced Financial Analysis, Corporate Finance, Financial, Financial Analysis, Financial Sales Support, OEM, Portfolio Management, Business Development, Account Management, English, Spanish, Arabic, SQL, Microsoft Excel, Microsoft Access