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Online Resumes with "Retirment Planning "
Financial Services Sales Agent - 20 Years of Experience - Near 56560
Secure either financial services or healthcare industry position to assimilate prior employment experiences
Ideal Companies: Medtronic, American Funds
Tags for this Online Resume: communicator, assimilates technical information, connector, relationship builder, FINRA Securities Series 65, 7, 63, SAP MM module, Securities, Business Development
Personal Financial Advisor - 1 Years of Experience - Near 12533
Tags for this Online Resume: Series 6, Series 63, Microsoft Windows, Roofing, Insurance, Life Insurance, Planning, Quality, Quality Assurance, Retirement planning
Personal Financial Advisor - 1 Years of Experience - Near 10598
Tags for this Online Resume: Series 6, Series 63, Microsoft Windows, Roofing, Insurance, Life Insurance, Planning, Quality, Quality Assurance, Retirement planning
Sales Representative - 9 Years of Experience - Near 34987
Tags for this Online Resume: Financial, Sales, Planning, Retirement planning, Account Analyses, Management, Networking, Referrals, Customer Service, English Language
Benefits Specialist - 13 Years of Experience - Near 94605
Tags for this Online Resume: Benefits, Cobra, ERISA, Health and Welfare, Coding, Compensation, HR, Human Resources, Human Resources Information System, Insurance
Sales Representative
Tags for this Online Resume: Financial, P&L, Sales, Sales Training, Training, Video, Cold Calling, Insurance, Management, Recruiting
Sales Representative - 20 Years of Experience - Near 75248
Tags for this Online Resume: Management, Benefits, Customer Service, Financial, Financial Services, Insurance, Relationship Building, Retention, Sales Increase, Services
Insurance Underwriter - 4 Years of Experience - Near 30350
To obtain a mid-level underwriter position that will facilitate my career utilizing my professional skills all while broadening my experience in insurance industry.
Tags for this Online Resume: Customer Service, Insurance, Life Insurance, Medical, Underwriting, Financial, Compliance, Excellent Communication Skills, Risk Analysis, Reinsurance
Insurance Sales Manager - 15 Years of Experience - Near 19026
Tags for this Online Resume: Financial, Insurance, Life Insurance, Software, Compliance, Sales, Legacy, Planning, Retirement planning, Services, insurance, Training and development, office manager
Financial Specialist - 11 Years of Experience - Near 60554
Continue my career as a highly experienced individual in client relationships, with demonstrated success in organizational support, finance and marketing. Focused on prioritizing client's and business' financial lives to pursue their goals, along with a strong degree of intellectual curiosity to further both personal and professional development.
Ideal Companies: Any company
Tags for this Online Resume: Compensation, Integrate, Prime, Financial, Management, Cold Calling, Sales, Account Management, Accounting, Budgeting
Financial Advisor - 18 Years of Experience - Near 80922
Ideal Companies: sales management, territory sales, travel, internal sales executive, Colorado springs
Tags for this Online Resume: Sales, Insurance, Financial, Planning, High Net Worth, Book of business, Consultative Sales, Estate planning, Real Estate, SAP MM module
Vice President And Financial Advisor specializing in coaching and leading cross-functional teams
With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial stra...
Ideal Companies: Fidelity, Schwab, similar highly regarded financial institutions; sales force, google, facebook, other tech firms as well as fintech firms.
Tags for this Online Resume: Insurance, Services, Financial, Health Insurance, Management, Wealth Management, Portfolio Management, Risk Management, Planning, Series 7, Series 66, Series 63, California Life and Health Insurance License, Financial Planning, Team Building, Leadership, Project Management, Client Services Development Stratgic Marketing Plans & Execution, Management Consulting, Process Improvements, Strategic Parrtnerhip Devellopment, Consultative Selling, Asset Management, Policy Development, Employee Development/coaching/Mentoring, Sales Team Training & Performance Evaluations, Regulatory Compliance, Financial Markets, Broker Dealer, Strategic & Financial Planning, Client Services Development, Business Deveopment