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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

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

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

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