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Online Resumes with "licensed financial"



Financial Manager, Branch or Department - 16 Years of Experience - Near 22101

Maximize sales, organizational, management and administrative skills to be profitable and productive in the financial services industry. UNITED BANK 11/15 - Present BRANCH MANAGER / ASSISTANT VICE PRESIDENT (Alexandria, VA) * Key individual in prospecting and acquisition of Investment/Brokerage sales. In addition, coaching and training of team to acquire referrals to obtain necessary appointments with Financial Advisor to r...

Tags for this Online Resume: Annuity, Health Insurance, Insurance, Series 6, Series 63

Financial Specialist - 15 Years of Experience - Near 42366

Bank Licensed Financial Specialist Series 7, 63 & 65 Health, Life and Variable Life

Tags for this Online Resume: Licensed Financial Specialist

Not Listed - 20 Years of Experience - Near 48383-3035

Highly motivated and goal-oriented Licensed Financial Advisor. License includes Series 6, 63, Life and Health. Seeking a position with a strong result based Financial Services Company that will utilize experience and skills with continued growth and advancement.

Tags for this Online Resume: Planning, Retirement planning, Financial, Financial Services, Services, Securities, Insurance, Lucky

Sales Representative - 9 Years of Experience - Near 85254

Professional Summary I am a customer-centered financial service professional with a diverse financial background which has included experience as a former Series #7 licensed financial planner, plus 13 years as a realtor. I also have 15 years as a loan officer which includes 3 years as loan officer and a branch manager for Norwest Mortgage/Well Fargo Mortgage and a member of Leaders Club. I am always in the top 10% of produc...

Tags for this Online Resume: Sales, Management, Documentation, Packaging, Prime, Banking Industry, Economics, Financial, Planning

Featured Profile

Insurance Sales Manager - 11 Years of Experience - Near 29649

Highly-motivated licensed financial and insurance professional with extensive experience seeks a position offering new challenges and opportunities for career growth and advancement as an invaluable resource to help clients achieve their insurance and financial goals while utilizing people-oriented talent and proven track-record of professional success and years of experience in telemarketing, sales, marketing, insurance an...

Ideal Companies: recruiting, agency manager. open to relocation depending on opportunity. salary focus. Travel 60 mile radius.

Tags for this Online Resume: Routers, Budgeting, Switches, Telecommunications, Transmission Control Protocol/Internet Protocol (TCP/IP), Client/Server, Advertising, Infrastructure, Local Area Network, Networking

Insurance Sales Representative

Highly motivated and goal-oriented Licensed Financial Advisor. License includes Series 6, 63, Life and Health. Seeking a position with a strong result based Financial Services Company that will utilize experience and skills with continued growth and advancement.

Tags for this Online Resume: Planning, Retirement planning, Financial, Financial Services, Services, Securities, Insurance

Medical Sales Representative - 9 Years of Experience - Near 40513

& Achievements * Central and Southern KY new business generation * 171% to Plan 2016 by formulating forecasting and executing sales * 168% to Plan 2017 Awarded branch office within first phone * Built $3M book from residential prospecting/cold-calling prospecting during Great Recession Edward Jones * Strategic planning and business development * Series 7 & 66 Licenses Investments * Financial strategy, investment research an...

Tags for this Online Resume: Management, Financial, Financial Reporting, Book of business, Pathology, Business Development, Health Insurance, Insurance, Planning, Scheduling

Featured Profile

SR. PROJECT MANAGER | IT SPECIALIST

An established project manager with proven experience integrating technology and business operations, including leveraging hands-on IT project management expertise to maximize system performance and operations efficiency. Effective team leader confident in developing and executing strategic plans that drive performance.

Ideal Companies: Liberty Mutual, Fidelity, State Street

Tags for this Online Resume: Project Management, Risk Management, Program Management, Integration, Implementation, SDLC, PMO, Software Project Management, Analysis, Testing

Manager - 20 Years of Experience - Near 91505

?Diverse experience encompassing business development and sales management, Business Analysis and solution formulation, process improvement, program management, marketing, strategic alliance development, and relationship management. * Skilled in Regulatory & Compliance issues at the time on New Account Opening & Onboarding New Relationships. Knowledgeable on the USA Patriot Act of 2001 & Management of any Audit or Complian...

Ideal Companies: 1952, 1952, 1952

Tags for this Online Resume: Financial, Banking Industry, Security, Support, Asynchronous Transfer Mode (ATM), Distribution, Retail, HP, IBM, Management

Loan Officer

Tags for this Online Resume: Management, Book of business, Business Development, New Business Development, Sales, Asset Management, Deposits, Estate planning, Financial, Financial Services

Sales Manager - 15 Years of Experience - Near 30096

Strategic Planning Analytics & Reporting Sales Leadership Territory Management Coaching Strategic Selling Talent Development Meeting & Exceeding Quotas Ongoing Needs Assessment Proactive Planning Process Management Client Retention Prospecting Negotiating

Tags for this Online Resume: Referrals, Underwriting, Billing, Past Due Accounts, Sales, Sales Calls, Customer Relationship Management, Management, Pricing, Cold Calling

Education Teacher - 9 Years of Experience - Near 91024

Tags for this Online Resume: Insurance, Estate planning, Financial, Planning, Securities, Communication Skills, Life Insurance, Marketing Management, Mutual Funds, Research