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Online Resumes with "Independent Advisor"



Insurance Manager Resume Dallas TX

Experienced leader and planner with professional knowledge in the financial industry. Track record of implementing business development strategies for financial services companies and independent advisors to increase practice efficiency, overall sales and profits. Recognized for my combined knowledge in psychology and experience in business to quickly build rapport and trust critical in leadership and strategic business p...

Tags for this Online Resume: Wholesaler, Sales Manager

Advisor, Manager, Speaker

Move from an independent advisor to a corporate position.

Compliance Officer

I am a Compliance Officer with 20+ years in the financial services industry, working with large and small firms, supervising both employee and independent advisors. I have experience with FINRA and SEC regulations related to fee-based and commission based investment activity, training, financial planning, and reporting and analysis.

Tags for this Online Resume: Compliance, Securities

Sales Representative

As part of your team I can work independently as an advisor or as an intricate part of the management team. I can facilitate results as proven in my successes in previous business ventures.

Insurance Sales Agent

Property Casualty treaty and facultative account. Led strategy and execution of marketing efforts to prospective client base to develop business * Brought in two significant new treaty client relationships. These generated revenues in excess of $1.2M. This was accomplished during transition through two major business operations overhauls and key employee departures. * Developed a stand-alone Property Facultative portfolio f...

Tags for this Online Resume: Business Development, Carpenter, Management, Reinsurance, Underwriting, Development Activities, Account Management, Budgeting, Compliance, Construction

Insurance Sales / Business Development Account Representative - 10 + Years of Experience

Insurance Sales and Business Development Account Executive with Professional and Financial Growth Potential

Tags for this Online Resume: Business Development, Management, Insurance, Reinsurance, Annuity, Budgeting, Compliance, Consultative Sales, Personal Lines, Life , Accident & Health, Commercial Property & Casualty

Sales Representative - 20 Years of Experience - Near 38655

Tags for this Online Resume: Management, Social Media, Allergy, Benefits, Product Launch, Advertising, Messaging, ROI, Business Development, Business Development Manager

Administrative Assistant - 15 Years of Experience

Tags for this Online Resume: Administrative Assistant, Bilingual, Real Estate, Support, Insurance, Billing, Inventory, Inventory management, Management, Reinsurance

Art Director - 20 Years of Experience - Near 01930

Techinal Expertise * Evolved the World Congress feel, modernizing brochures and signage with updated Adobe Photoshop graphics, colors, messaging, and typography. InDesign * Managed large corporate re-branding including internal submissions and external agency RFPs. Illustrator Acrobat Pro * Collaborated with senior executives and web developers to re-brand main and microsites Lightroom with new wireframes and content. Dream...

Ideal Companies: Chewy, Life is Good

Tags for this Online Resume: Advertising, Ecommerce, Email, Layout, PET, Retail, Web, Adobe, Adobe Acrobat, Adobe Illustrator

Project Manager

Tags for this Online Resume: Security, Document Control, Document Management, Management, Policies and Procedures, Consulting, Distribution, Black belt, Change Management, Infrastructure