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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000│ 713-412-9484
abc@xyz.com
Profile of Qualifications
- Licensed Series 7 and 66 Professional with 5+ years of experience in the investment industry.
- Proven track record of streamlining investment initiatives to optimize efficiency throughout daily operations.
- Dynamic interpersonal communication skills, critical to forming positive relationships.
- Strong leadership abilities, critical to building and managing high performance teams.
Key Areas of Expertise
Investment Industry Knowledge Training & Development |
Leadership Quality Assurance |
Relationship Management Strategic Planning
|
Professional Synopsis
3D Advisors, Houston, TX 2015-2016
VP Midwest Division
- Collaborated extensively with Financial Advisors to develop innovate fixed/indexed annuities solutions.
RAM Alloys
2014-2015
Outside Sales Representative
- Leveraged strong interpersonal and sales skills to promote sale of exotic metal within a startup environment.
Trident Company Metals USA 2011-2014
Outside Sales Representative
- Utilized excellent product knowledge to continually upsell various types of metal.
- Cultivated positive client relationships, focusing on satisfaction and retention.
VIP Insurance 2010-2011
National Annuity Director
- Fulfilled critical leadership position, directing all fixed/indexed annuities marketing initiatives, as well as activities of 1,500 independent agents.
- Provided key support to clients, ensuring overall quality throughout linked benefit and wealth transfer products.
- Conducted thorough due diligence on new and existing products.
American General Life Insurance Company 2008-2010
Regional Wholesale VP
- Leveraged industry knowledge to implement highly effective strategies to meet and surpass production goals throughout 11 states.
- Recognized as top producing territory throughout period of financial distress.
- Elected to Wholesale Advisory Council; successfully provided feedback on product acceptance, marketing and product development to upper level management.
Mass Mutual Finance Group 2004-2007
Regional Sales Director
- Assumed key management position, overseeing day to day operations for 1,000+ representatives.
- Designed and deployed effective training processes to drive team performance; conducted seminars.
- Chief responsibilities included strategic planning, budget management and developing effective marketing tactics.
- Served as Wholesale Advisory Council member, providing recommendations on products and marketing to upper level management.
Education & Professional Development
Bachelor of Arts in Economics, University of Texas, Austin; 1991
Series 7 and 66 Licenses; Renewed June 2016
General Lines, Life and Health Licenses
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