CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "retirement planning"

Institutional Retirement Plan Relationship Manager - 20 Years of Experience - Arizona

Business professional with years of experience in the financial services industry. Successful leader, manager, and business partner with experience in Relationship Management, Transaction Processing, and customer service areas. Seeking to transition into a role that utilizes my interaction, organizational, and leadership skills while retaining and enhancing relationships with current and prospective clients.

Tags for this Online Resume: 401(k), Arizona, relationship, investment, defined contribution

Bilingual Insurance Agent, Boca Raton Fl

Becoming provider of Financial security and peace of mind in my customers satisfy

Tags for this Online Resume: Health Insurance, Life Insurance, Dental Insurance, Disability insurance, Suplememntal health Insurance , Retirement Plans

Insurance Adjuster

Friendly structured environment, opportunity for educational growth and advancement, commute within 35 miles, Flex hours with 5 day work week, standard company benefits and retirement plans. Willing to temp or contract to hire.

Ideal Companies: Farmers, Progressive, Liberty Mutual, State Farm, Allstate

Tags for this Online Resume: Goal oriented, Quality product, Strives to exceed expectations, Customer Service friendly

Controller - 7 Years of Experience - Near 77388

. I have 20 plus years of accounting and business management experience. I am well versed in GAAP and IFSR along with progressive accounting, G/L management & JE accounting, accrual based accounting (GAAP), P/R Administration & HR management, assets, depreciation, loan and collateral management, banking (online banking [ACH/wires {domestic and international} and positive pay), Letters of Credit, bank, BBS, and sub-ledger r...

Tags for this Online Resume: Quickbooks, SAP, Dymanics, EXCEL, Auto Task, Payroll, Accounting,

Insurance Sales Representative - 3 Years of Experience - Near 07869

Consumers often find investing, retirement planning, and insurance overwhelming. As a producer, I take great pride in offering clients an unmatched level of customer service so that any apprehension or reluctance they may have dissipates. I consider it an honor to help my clients by being an advocate for them. While I have enjoyed and valued my time as an adviser to the general public, I am now seeking to further my car...

Tags for this Online Resume: New York, New Jersey, Insurance, Financial Services, Mutual Funds, Investments

Sales Representative - 20 Years of Experience - Near 90403

To assist and advise clients to achieve financial success in their quest to protect and grow their assets. Services include estate and retirement planning.

Tags for this Online Resume: financial services, disability insurance, life insurance, long term care, investments, annuities

Insurance Sales Representative - 20 Years of Experience - Near 85750

Tags for this Online Resume: Phoenix, Tucson , San Diego, Retirement plan consultant, Retirement plan sales, qualified retirement plan, CLU, ChFC, FLMI

Financial Specialist - 18 Years of Experience - Near 28001

Tags for this Online Resume: Certified Financial Planner, Compliance, Securities License, Paralegal, Retirement Planning, Income Tax, College Planning, Back office

Financial Specialist - 20 Years of Experience - Near 70116

Financial industry professional with more than 10 years of experience in data analysis, retirement plan system maintenance and processing, technical assistance, training design and delivery, and customer service