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Online Resumes with "variable annuities"
Insurance Sales Manager - 20 Years of Experience - Near 74102
Financial services sales with 20+ years of experience in both retail and wholesale sales positions. Aiming to use my sales and communications skills and my knowledge of advanced estates planning strategies in a high level financial sales situation. Possess an MBA in finance and hold Life, Annuity and Health insurance licenses, along with securities licenses Series 7, Series 24, Series 63, Series 65.
Tags for this Online Resume: Mid-west, Series 7, Series 24, Life Insurance, Variable Annuity, Series 65
Financial Advisor - 15 Years of Experience - Near 34677
I am currently living in Long Island, NY looking to relocate to Oldsmar, FL. I have my series 7 and 66 plus NY Life and Health and Variable annuities licenses. I am a Registered Sales Assistant to a financil advisor with a book of business of $125million plus.I would like to continue on that careeer path. My best contact is either my email address mm4740@aol.com or my cell phone (914)588-8696. Thank you.
Tags for this Online Resume: Oldsmar FL, St Petersburg FL, Tampa FL, Regisered Sales Asst.
Financial Manager - 20 Years of Experience - Near 78737
He is an accomplished dynamic wealth management professional with extensive experience in investment consulting operational support management and customer service. He has been recognized by his both supervisors and peers as a confident and capable individual who personifies the traits of integrity and tenacity. He works well in both individual and team-oriented situations and demonstrates the drive and desire to secure the...
Tags for this Online Resume: Finance, Leadership, Management, Marketing Management, Series 65, Sales, Sales Increase, Securities, Series 63, Series 7, Texas Life and Health Ins. Lic.
Dynamic Corporate Trainer - Sales and Management Development
Management or Training position in an organization that values quality training, successful human relations and teamwork, utilizing proven management, training, selling and interpersonal skills to develop workforce competencies, improve employee acquisition and retention, and manage sales training to drive profitability.
Ideal Companies: Chase, Edward Jones, Merrill Lynch,
Tags for this Online Resume: Insurance, Training, Financial, Financial Services, Services, Planning, Retirement planning, Sales, Retention, Product Development
Sales Representative - 15 Years of Experience - Near 32899
Qualifications Summary * Proven skills and accomplishments in the sale of fixed, index, and variable annuities to wirehouses and the broker/dealer community. * Provided the strategic vision and strategy for the turnaround of an abandoned territory leading to a seven-fold increase in territory markets share. * Recognized as a polished and clear communicator with an entrepreneurial mindset and the ability to build new and mai...
Tags for this Online Resume: Sales, Strategic Vision, Territory Sales, Wholesaler, Series 26, Series 63, Series 65, Variable Life and Health License, Management, Budgeting
Financial Services Sales Agent - 19 Years of Experience - Near 01915
Professional Summary Senior Investment Wholesaler with 24 years of financial services experience is seeking an opportunity for a Business Development/Account Management position is the Financial Services Industry. Products sold include: mutual funds, hedge funds, variable annuities, REITs, alternative investments, managed futures, DPP's, and managed money. Have raised over $3 billion in assets. Extensive network of financia...
Tags for this Online Resume: Financial, Management, Annuity, Product Design, Sales, Sales Support, Support, Wholesaler, CT, Account Management, investments, mutual fund
Life Insurance agent, worked for growing estate planning and probate practice seeking a job as a Financial Advisor/ Wealth Manager - will bring book of business
Objective: to grow a strong client base through education and collaboration with local estate planning attorneys and healthcare providers. Already maintain strong referral base and have clients ready to transfer to new financial institution. PROFESSIONAL SUMMARY ACCOMPLISHMENTS Obtained and Maintained Florida Life, Health and Variable Annuity License (FL 215). Will have 65 license by end of 2017. Member of many estate pl...
Tags for this Online Resume: Real Estate, Capital Expenditures, Estate planning, Planning, Accounting, Annuity, Customer Service, Financial, Financial Statements, Firepond Answer, finance, wealth managment, financial advisor, life insurance
Personal Financial Advisor
PROFESSIONAL SUMMARY Experienced, Licensed Professional looking to join a company that offers opportunities for growth and advancement. Excellent Customer Service Skills Sales Experience through previous jobs CORE QUALIFICATIONS Series 7, 63, 65, Life Health Excellent Communicator Variable Annuity Licenses Proven results by cold calling and meeting clients face to face Excellent customer service skills Sales experience thro...
Tags for this Online Resume: Cold Calling, Financial, Annuity, Customer Service, customer service skills, Sales, Series 63, Series 7
Financial Services Sales Agent - 12 Years of Experience - Near 30328
Summary Outstanding Client Relationship Management skills. High profile and diversified achievement in the Financial Services Industry in asset gathering, team leadership, territory management, relationship building, presentation skills, consultative selling, and business development. Developed and executed marketing plans that expanded fee-based business and recurring revenue. Strong record of success in educating sales pr...
Tags for this Online Resume: Distribution, Forecasting, High Net Worth, Real Estate, Sales, Statutory, Alternative Investments, Annuity, Asset Gathering, Asset Management, sales, business development, sales representative, account manager, customer service
Focused Financial Administrator
Focused financial professional with good analytical, communication amd leadership skills. Loyal, dependable, and able to make things happen.
Ideal Companies: P&G, Merrill Lynch, Cooper Tire, Arthur Anderson, Merk
Tags for this Online Resume: Management, Accounting, Production Manager, Business
Compensation or Benefits Specialist - 6 Years of Experience - Near 07106
Cary Edwards 35 Tuxedo Place Vaux Hall, New Jersey 07088 (973) 392-0998 E-mail: caryedwards2004@yahoo.com OBJECTIVE Seeking a Customer Service position utilizing my corporate work experience. EXPERIENCE 02/05 -Present Irvington Board of Education, Irvington, NJ Irvington High School ESL Instructor for students recently admitted from other nations. 12/05 - 02/07 ...
Tags for this Online Resume: Retail, Management, Sales, Call Center, Customer Service, Human Resources, N?mecký jazyk, Payroll, customer service
Tax Manager - 18 Years of Experience
Summary A results-driven professional with proven and versatile tax experience in the financial services industry. Expertise in Regulated Investment Companies (RICs) including international, variable annuities, equity, bonds, money markets, fund of funds, and Cayman entities. Strong technical and analytical skills with a collaborative problem-solving approach. Overall career experience in tax, fund administration, and accou...
Tags for this Online Resume: Accounting, Asset Management, Distribution, Financial, Financial Statements, Investment Services, Management, Services, Federal Tax, Fund Accounting
