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Online Resumes with "Financial Services Leader"
Financial Services Sales Agent - 19 Years of Experience - Near 19806
Professional Summary Professional Summary * Strategic business development professional with a keen ability to conceive, manage, and cultivate relationships with large-scale clients in order to increase revenue, meet business objectives, and deliver shared success through measurable results. * Detail-oriented and informed business expert eager to drive company mission and synthesize project scope using analytics and industr...
Ideal Companies: SoFi, Experian, TransUnion, PSCU, CSCU, Fiserv, Google, Dun & Bradstreet, FICO
Tags for this Online Resume: Business Development, Business Development Manager, Sales, Sales Executive, Services, Dun And Bradstreet, Financial, Financial Services, Management, Bank Sales, Credit Union Sales, FinTech, Philadelphia Area, Credit Card
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
Sales Manager
Executive-level financial services leader, with a track record of success from product vision and development, to P&L management. Creator of effective solutions, combining comprehensive knowledge of investment advising, skills as a seasoned presenter, strong client and partner relationship building, generating significant improvements in sales and retention. Sales leadership and strategic relationship management experience ...
Ideal Companies: Cetera, LPL, Commonwealth, Raymond James, Edward Jones, Empower, Fidelity, Transamerica, Financial Engines, eMoney, Moneyguide Pro, Envestnet, Questis, Financial Finesse, Bank of America, John Hancock, JP Morgan, Morningstar, Vestwell, Human Interest
Tags for this Online Resume: Financial Advisor, 401(k), Retirement Plan, Plan Governance, ERISA, Fiduciary, Sales, Revenue, Financial Wellness, Advice, Managed Account, Asset Allocation, Administration
