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Online Resumes with "retirement planning"
Sales Manager
& NOTABLE ACCOMPLISHMENTS
Tags for this Online Resume: Commissions, Distribution, Product Development, Compensation, Dba (Database Admin), Nursing, Underwriting, Insurance, Planning, Retirement planning
Financial Advisor - 15 Years of Experience - Near 74012
Managed Cultivated and fostered hundreds of relationships by prospecting homes and businesses * Provided tailored solutions for retirement planning, college savings, income and asset protection * Used comprehensive computer analysis to review retirement needs and goals and develop financial strategies * Responsible for Admin, Marketing, CRM, Presentations, Market updates over a 3 Million dollar territory base of 40+ custome...
Tags for this Online Resume: Planning, Retirement planning, Cash Management, Customer Relationship Management, Financial, Financial Analysis, HR, Human Resources, Insurance, Management
Key Accounts Manager/Relationship Manager - 12+ Years Experience - Orange County
SUMMARY Dedicated and self-motivated professional with over 12 years experience in marketing and key account management. Highly skilled at relationship building with clients and organizations. Possesses solid writing, presentation, and interpersonal communication skills. Proven ability to work with difficult situations while maintaining impeccable level of attention to detail. Competence and interest in learning and incorpo...
Tags for this Online Resume: Media Relations, Statistics, Marketing, Relationship Management, CA Life & Health License, Writing, Microsoft Office, PowerPoint, Wholesaler, Insurance
Human Resources Professional
Human Resources/Operations position Experience includes both large and small company experience (either is acceptable) Prefer change management roles
Ideal Companies: Technology firms, Start-up or turnaround firms
Tags for this Online Resume: organizational development, benefits, compensation, cost containment, staffing, project management, Training
Insurance Sales Representative - 20 Years of Experience - Near 44106
Tags for this Online Resume: Securities, Financial, Financial Services, IDS, Insurance, Life Insurance, Services, Health Insurance, Annuity, Benefit Plans, Cleveland, OH Retirement Planning, Estate Planning, 401k, 403(b), Wealth Management, Legacy Planning,
Benefits Manager - 20 Years of Experience - Near 07628
Tags for this Online Resume: Health & Welfare, Retirement Plans, Compliance, Microsoft Office
Benefits Specialist - 10 Years of Experience - Near 77089
Tags for this Online Resume: Houston, Customer service, Int'l Benefits, Retirement Plans, Domestic Benefits, Oracle
Financial Analyst - 20 Years of Experience - Near 84036
Summary: investors and providing valuable support to customers with emphasis on sales and customer retention * Extensive capital markets experience managing fixed income portfolios of all sizes, with expertise analyzing complex securities and accounting, tax and regulatory issues * Experience managing retirement plans for large non-profit including defined benefit, 401 (k) * Experience in money manager search and relationsh...
Tags for this Online Resume: Financial, Financial Models, Forecasting, Credit Analysis, Equity, Management, Investment Management, Accounting, Software, Software Development, remote, telecommute
Insurance Sales Representative - 10 Years of Experience - Near 40245
PROFESSIONAL SUMMARY An experienced insurance and financial advisor with a strong sales history for over twenty years. Established and developed strong, long term relationships while becoming a valuable resource for clients to utilize.
Tags for this Online Resume: Financial, Insurance, Life Insurance, Long Term Care, Medicare, Sales, Planning, Retirement planning, Annuity, Cms
Chief Operations Officer - 15 Years of Experience - Near 07920-3332
SUMMARY OF QUALIFICATIONS Insightful, intuitive, analytical, and responsive CHIEF OPERATING OFFICER and LEGAL/COMPLIANCE Executive with a proven history of success. Creative and persistent problem solver who thrives in challenging fast- paced environments, is poised under pressure and gets the job done, delivering superior and timely results. Pragmatic, bright and cost-effective team builder who possesses outstanding interp...
Tags for this Online Resume: Management, Investment Management, Asset Management, Commodities, Due Diligence, Insurance, Technology, Reinsurance, Operations, Benefits, Legal and compliance, Strategic planning, Human Resources
Sales Manager - 19 Years of Experience - Near 33647
Areas of Expertise * Benefit Plan Design Consulting and Sales ERISA, PPA & DOL Regulations & Compliance Financial Advisor Training & Development 404c Fiduciary Support & Knowledge Corporate Contract Negotiations & Sales 457, 403b, 401 (k) & Defined Benefit Plans Direct B2B Corporate Client Sales Investment Capital Marketing & Relationships Territory Launch & Turnaround Management Wire-House & Bank Channel Development Retire...
Tags for this Online Resume: Tampa, Retirement Plan Consulting, Retirement Sales, Recruiting, Wholesaler, Financial Consulting, Distribution, Equity, Infrastructure, Management, Insurance Sales, Benefits, Consulting, Wealth Management, Risk, Compliance, Audits
Residential Real Estate Sales Agent - 10 Years of Experience - Near 85388
Qualifications Over 10 years of management experience, with emphasis in day-to-day operations, scheduling, productivity, training, cost and budget control. Known for my ability to rapidly achieve organizational integration, easily assimilate job requirements and aggressively employ new methodologies. Energetic and self-motivated team player/builder. At ease in high stress, fast-paced environments with emerging and multiple ...
Tags for this Online Resume: Accounting, Sales, Financial, Financial Services, Insurance, Lead Generation, Life Insurance, Planning, Retirement planning, Services
