Account Executive,F Internal Wholesale, Client Relations, Financial advisor Resume
|Desired Industry: Business/Management
|Desired Job Location: Chicago, Illinois
||Date Posted: 8/25/2011
|Type of Position: Full-Time Permanent
||U.S. Work Authorization:
|Job Level: Executive (President, VP, CEO)
||Willing to Travel:
|Highest Degree Attained:
||Willing to Relocate:
I am interested in the following positions; Account Management, Internal Wholesale, Client Relations, Management, Financial Advisor, Account Executive, Business Development, Enrollment Counselor. These positions require individuals with strong sales back ground.
I'm interested in the Chicago Illinois area within a 15 mile radius, however, if the right opportunity comes along I'm willing to travel up to 25 miles. I'm targeting mutual fund companies, investment firm, insurance firms, universities, state and local government etc. I'm open
LINCOLN INVESTMENT PLANNING 2011-Present
Provides advice on 403b retirement planning to teachers and various non-for-profit organizations; handling $1.2M in asset under management and manages more than 127 individual accounts.
Contacts teachers and arranges on-site meetings to discuss 403b plans; reviews clients’ current and future financial goals and formulates best case investment strategies.
Updates clients with information on new products and services, prepared materials for distribution in schools, and provides customers with exceptional problem solving and financial management solutions.
EQUITABLE RESERVE ASSOCIATION 2010-Present
Marketed life and disability insurance benefits to corporations and residential clients.
Prospected individual and corporation clients and conducted needs-based assessments to determine ideal product packages; reviewed and evaluated client’s insurance request based on thorough analysis.
Received recognition for being the top selling agent in the disability insurance segment.
ACE-COMBINED INSURANCE 2010
Sold supplemental insurance policies to police officers and city personnel to cover gaps in employer coverage.
Contacted existing clientele to review coverage and ensure adequate planning.
Generated $44K the first four months in the field and received several new agent awards for outstanding sales performance, including the prestigious Pearl award for generating $7.6K in a single week.
AXA ADVISORS 2008-2009
Promoted products and services to new and existing clientele for financial services such as college funding, retirement, and estate planning; developed phone scripts and seminar presentations for targeted markets.
Assessed client risk and objectives to determine suitability prior to the sale of investment products.
Provided detailed financial advice, customizing financial plans based on needs analysis and risk aversion.
Conducted monthly seminars to local businesses in an effort to promote products. Performed free audits of insurance and investment plans for local businesses and consumers, delivering detailed advice and recommendations on how to close any existing gaps in financial planning.
GENESIS MORTGAGE CORPORATION OF ILLINOIS 1997–2008
President/Commercial Loan Officer
Founded and built a mortgage company from the ground up to achieve annual revenue in excess of $1M. Handled administration and operations of a main location and two branch offices, managing P&L and up to 30 employees in lending, product sales, customer service, and quality control functions.
Recruited, trained, and managed loan originators, providing mentorship, performance evaluations, employee development, mortgage education, and sales strategies.
Cultivated relationship with realtors, construction companies, and developers to maximize referral business.
Ensured sales and operation staff adhered to ethical practices, lending policies and guidelines.
Developed an innovative of system designed to follow up on sales lead and previous customer contacts.
Named Broker of the Year by Fieldstone Mortgage Company in 2000.
DOLPHIN MORTGAGE 1995-1997
Managed a branch office of a midsize mortgage banking firm, overseeing ten employees and P&L; handled administration, daily operations, origination, and sales production.
Performed mortgage suitability assessment in accordance with FNMA, FHLMC, FHA, and VA guidelines.
Updated and trained branch staff on new mortgage products and sales techniques.
Conducted mortgage interviews with customers and provided advice on home financing.
Generated initial Loan Prospector and Desktop underwriter findings for conventional and government loans.
Increased sales performance by conducting community home buying seminars on a monthly basis.
Led a 25% increase in sales production for 2 consecutive years.
EDUCATION & CREDENTIALS
MBA (Expected Graduation 2011) – UNIVERSITY OF MARYLAND
BA, Criminal Justice – UNIVERSITY OF ILLINOIS
Professional Certifications: NASD Series 7/66 ~ Licensed Life and Health Agent
Licensed Long Term Care Specialist ~ Real Estate and Mortgage Paralegal Certification
Leverages expertise in needs analysis, customer relations, and strategic planning to create buy-in on products and services, drive revenue attainment, and identify opportunities for business development. Excels in customer communications and presentations, fortifying solid business relationships while building long-term trust and loyalty. Experienced in staff management, training and development, P&L oversight, and profit optimization.
Core Strengths: Strategic Planning, Account Management, Customer Consultations, Client Relations & Retention
Presentations Business, Development, Regulatory Compliance, Risk Management , Hiring & Team Development
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