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Online Resumes with "Financial Services Sales Agent"
Financial Services/Client Specialist
I'm a team player with a client centric approach. My goal is to work with or as a Financial Advisor in creating a positive client experiences.
Tags for this Online Resume: Experienced, Registered Representative, Series 7, Investment, Associate, Financial
Retirement Planner 20+ years in both Corporate and Individual Market using investments and insurance products to provide solutions to Retirement Planning needs.
I want to make as much money as possible, while always acting in my client's best interest. I want to particpate in the education of America in saving for the future.
Ideal Companies: Bolton&Co, Marsh, LPL, NY Life, Morgan Stanley/Smith Barney, BNY Mellon
Tags for this Online Resume: Manager, MSOffice, Sales Professional, Presenter, Retirement Planner, Accredited Investment Fiduciary, Life Health and Annuity Licensed, FINRA Series 6 an 63, Employee Benfit Plans, 401(k) Plan sales and marketing
Bilingual Personal Banker for Similar or Transferable
Tags for this Online Resume: Banker, Client Service, Financial Services, Account Manager, Event Coordination, Project Management
Financial Services Sales Agent
management sales customer service, Atlanta
To obtain a career with a dynamic company where I can utilize my extensive experience to positively impact company profitability.
Tags for this Online Resume: manager, superviser, mortgage, property, sales, debt
Financial Services Sales Agent
Sales financial services, call center management
Senior sales management
Tags for this Online Resume: experienced, detailed, creative, customer, marketing
Empowerment
To find a corporation with strong core values and that lives by its mission statement.
Financial Services Sales Agent
Tags for this Online Resume: sales experience, healthcare and education markets, was lead banker for Harvard Univerity in 1996, job experience was in banking for 35 years, multitasks
