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Online Resumes with "ChFC"
Retirement Plan Specialist
I am an ERISA trained attorney, who has extensive experience in the courtroom trial practice, marketing, sales,recruiting, mentoring, relationship management and consulting in the retirement plan and estate planning fields.
Ideal Companies: Fidelity, Vanguard, MET and New York Life
Tags for this Online Resume: Retirement Plans
industrial refrigeration engineer
Perform start up projects,petrochemical,refrigeration process,troubleshooting,on time scheduling.motor controls NH3,Chfc, Large chillers,heat exchangers,Rotating Equipment!!
Tags for this Online Resume: large chillers, process fractionation, troubleshooter, plc contrlols programming, electronics elect eng., Thermodynamics, large chillers,rotating Equipment c
Senior Retail Sales Manager - 20+ Years of Experience -Col. OH also CLU ChFC designation
Quality Furniture Mattress Insurance Investments CLU with ChFC designations The American College CVS Speedway Mattress Firm Mattress Mart
Insurance Sales Representative - 20 Years of Experience - Near 85750
Tags for this Online Resume: Phoenix, Tucson , San Diego, Retirement plan consultant, Retirement plan sales, qualified retirement plan, CLU, ChFC, FLMI
Sales Manager - 15 Years of Experience - Near 27614
Results-driven Sales Management Executive, with extensive senior-level experience in all aspects of sales development, account management, customer relationship development, training and revenue generation. Consult effectively with senior management to effectively prioritize activities and achieve defined objectives, with the ability to translate business requirements into multi-million dollar revenue sources. Proven succes...
Tags for this Online Resume: Relationship, Consulting, Sales, Director, Executive, Financial, Raleigh, Financial Services, Services, Banking Industry
Director of Education & Training
I have been making a difference in people's lives for 35 years as a Financial Services Professional with expertise developed through broad experience in Personal Estate Planning and Business Needs Analysis.
Ideal Companies: Guardian Life Insurance, MassMutual Financial
Tags for this Online Resume: Passion, Trustworthy, Dedicated, Detail Oriented, Empathy, Proflies, LEAP
Director, Business Development - 20 Years of Experience - Near 90275
Goal-Driven Business Executive who focuses on operational financial performance and return on investment. Achieve value by strategically aligning an organization with ever-changing market conditions, penetrating target markets at the lowest marginal cost, and applying key resources to meet customer needs. Build a workplace culture of excitement and passion for every member on the team while developing employees for professi...
Ideal Companies: BNY Mellon, Wells Fargo, United Capital
Tags for this Online Resume: Management, Sales, Integrate, Investment Management, Leadership, Leadership Development, Wealth Management, Budgeting, Consulting, Financial, Sales Team Management, Financial Services Management, Nonprofit Management, Business Consulting
Financial Specialist - 10 Years of Experience - Near 28226
Progressive and experienced professional with a 10 year background in investment, insurance, banking, lending and retirement/financial planning. I am seeking a position in the Financial Services industry within the areas of account management, compliance, wholesale, portfolio analysis and process improvement.
Tags for this Online Resume: cfp, series 7, wealth , chfc, investment , insurance, clu, territory sales, Consultative Sales, Sales, annuity
Manager - 10 Years of Experience - Near 77094
Areas of Expertise Sales Team Leadership to $30 Million Mortgage / Tax Services / Investments / Insurance Strategic Training & Development Certified Public Accountant (CPA) Financial Product Development Chartered Financial Consultant (ChFC) / Series 63 (former)
Tags for this Online Resume: Insurance, Annuity, Life Insurance, Sales, Sales Calls, Securities, Sales Executive, Financial, Financial Management, Financial Services, sales, account executive, account manager, sales representative, inside sales, technical sales, outside sales, marketing
Financial Advisor - 20 Years of Experience - Near 02904
Summary: Confident and highly accomplished financial services leader with 30 years experience. Highly motivated, results oriented, licensed professional with strong closing and sales skills. Strong understanding of business drivers, performance metrics, new business development, training, recruitment, and retention. Excels in building relationships and influencing others to achieve results. Skilled in identifying talent and...
Tags for this Online Resume: Insurance, Life Insurance, Recruiting, Training, Commissions, Financial, Planning, Sales, Annuity, Financial Services
Results Driven Leader
High impact change-agent with a strong ability to identify initiatives and facilitate action driven plans to support growth and achieve objectives. I am a marketing subject matter expert in the areas of Search Engine Optimization, Product Marketing, Demand Generation and Marketing Automation.
Ideal Companies: none
Tags for this Online Resume: Marketing, Sales, Finance, Business Development, Team Building, Enterprise Management