123 Main Street • Atlanta, Georgia • 30339
Home: (555) 555-1234, Cell: (555) 555-1235
Seek the Challenging Position of Financial Services Sales Agent
A gifted Financial Services Sales Agent with huge experience in securing appointments with families and small businesses in regards to the necessity of retirement planning, insurance and employee benefits; helping clients choose products that meet their needs, such as rebuilding a lost home, sending a child to college, or planning for retirement.
Summary of Qualifications
More than eight years experience.
Proven sales experience as well as strong customer service skills.
Thorough knowledge and use of computer, credit card and call center experience.
Excellent communication and interpersonal skills.
Profound ability to pick up quickly.
Strong customer service and proven proactive skills.
Deep attention to detail.
Excellent networking skills and uncommon resilience in achieving goals.
Immense self starter, use of own car.
Exceptional ability to effectively present and sell financial products and services.
Uncommon ability to develop and strengthen customer relationships by anticipating needs and providing solutions to those needs.
Capital Finance Inc., Tarrytown, NY 2003 - Present
Financial Services Sales Agent
Consult with and cultivate an on-going financial services relationship with clients through the delivery of world class client service.
Conduct effective interviews and needs analysis
Conduct credit, underwriting and financial analysis, and assist the client through the loan application process.
Evaluate alternative loan programs and financing options (from a wide range of available programs) that are affordable and that meet the client's needs/objectives.
Educate and advise clients on those alternative loan programs, financing arrangements, and loan pricing options that meet the client's needs/objectives.
Educate and advise clients on the home buying process, the latest in home financing, and how to better manage their mortgage (i.e., the liability side of their personal financial statement).
Assist clients throughout the loan process from application to closing; troubleshoot transaction issues on behalf of the client in order to achieve client's financial goals.
Manage and coordinate others to the transaction (such as real estate agents, title companies, appraisers, inspectors, etc.).
Promote the loan programs and financial services offered by Capital Finance Inc.
Tom Electric Inc., Tarrytown, NY 1997 - 2003
Area Sales Representative
Made sales calls on prospective stores in assigned area, communicating with the district manager regarding new business openings that will impact setting and serving new business.
Stayed current on new products, racks and merchandising techniques to enhance sales efforts
Proactively sought to increase sales opportunities through in store promotion and advertising, adding product and equipment, obtaining a more suitable location, etc.
Communicated to the district manager any issues that required additional support including rack location, decreasing rack size, and competitor's programs.
Provided customer service as required, responding to all service calls within 24 hours.
Communicated with Mercury Field Support Representative on status of service calls.
Inspected, cleaned and tested Tom Electric equipment consigned to each account.
Maintained an adequate number of machines in the stores based on Tom Electric's machine optimization policy.
Followed Tom Electric machine control policy.
Instructed each store on the proper rental procedures.
Educated the store on the importance of locking up rental machines and monitor compliance procedures.
Serviced assigned accounts per pre-scheduled route.
Followed Tom Electric's policy/procedures on candle service.
Understood and followed pre-pick and inventory control processes to keep racks stocked.
Education and Professional Training
Licensed by the Financial Services Authority (FSA)
State of New York Licensed Financial Services Sales Agent
New York University, NY
Bachelor's Degree in Finance (1997)