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Yyyyyy x. yyyyyy                                                

                                                                                       0000 xxxxxx xxxx , xxxx , xxxxx 00000

                                                                                                             xxx-xxx-xxxx(P xxx-xxx-xxxx (F)                                                                                                            

                                                                                                                        abc@xyz.com

Financial Planning and Insurance Services Executive

 

Senior Executive with expertise specifically related to driving business, financial planning and analysis, increasing bottom-line revenues, developing and fostering client relations, and team development practices eager to contribute to the success of a progressive company. 

 

Hedge Fund Management

Unified Sales Processes

Product Development

Strategic Alliances

  Income Distribution Strategies

  Client/Distribution Cultivation

  Account Management

  Training & Development

  Portfolio Modeling

  Product Presentation Skills

  Estate Planning

  Referral Base Expansion

 

Qualifications Profile

 

n In-depth relationship cultivation expertise with the ability to work independently on multiple projects simultaneously with specialized knowledge of asset allocation and estate planning, hedge fund management,  outside sales methodologies, insurance policies and regulations, extensive business and financial acumen, various product applications, client development practices, product presentation skills, as well as forming collaborative relationships both internally and externally.

n Utilize extensive knowledge of customer service protocols to develop specialized programs.

n Consistently focus on ensuring development of high-standard delivery methodologies. 

n Comprehensive understanding of the business development arena due to hands-on application regarding information management, communications, and marketing practices.

n Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

n Competent leader and mentor who is able to create a team environment, including building collaborative relationships and training peers to perform at maximum efficiency,

n Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

 

Functional Competencies

 

n Knowledge of asset management methodologies, including; estate planning, taxation advice, investment management and income distribution advice.   

n Understanding of financial models and systems arena due to advanced education and training regarding income management, business practices, and asset allocation.

n Create comprehensive financial planning models for company which included asset allocation, cash flow, insurance, trusts, and distribution models.

n Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant client issues in a proactive manner. 

n Work to standardize cross-departmental protocols between various departments in order to break down silo mentality and increase knowledge sharing and increase revenue growth and client retention.

n Skilled at managing multiple projects simultaneously and efficiently.

n Utilize Morningstar Modeling Software and Ibbotson for portfolio management and modeling.

Academic Training

 

n MBA C Finance, Bradley University

n Bachelor of Science C Finance, Bradley University

n Licenses C Series 63, Series 6

 

 

 

 

 

Select Achievement Excerpts

 

 

n Doubled sales per representative from $5 million to $10 million.

n Suggested new products that increased earnings by 66%.

n Developed sales team from $2 million to $20 million.

n Expanded sales team from 5 to 10 representatives resulting in immediate ROI.

 

 

Professional Career Track

 

President / General Manager, The Lawndale Condominium                                    2007-2010

 

n Primary responsibilities included extensive operational oversight and management of Condo Conversion from inception to conclusion.

n Devised techniques for introducing concept and the product to customers and consumer base.

n Completed project under budget and produced positive revenue during extreme recessionary period.

n Contracted all subcontractors as well as negotiated with bankers on terms of contract. 

 

Vice President, AmeriVest Group                                                                                2004-2007

 

n Primary responsibilities include comprehensive oversight related to sales and marketing processes for organizational initiatives.

n Designing customer service and sales protocols.

n Conducted training and development of sales force including high level delivery methodologies.

n Doubled sales per representative from $5 million to $10 million.

n Suggested new products that increased earnings by 66%.

n Personally produced at the President s Club Level.

 

Vice President of Sales, Financial Association of America                                        2000-2004

 

n Primary responsibilities included extensive development of sales processes related to financial product lines.

n Maintained leadership and oversight of 15 sales representatives.

n Implemented training course for new employees to increase profitability.

n Developed sales team from $2 million to $20 million.


Director, Old Kent Insurance Group                                                                            1997-2000

 

n Primary responsibilities included extensive development of sales processes related to insurance product lines.

n Expanded sales team from 5 to 10 representatives resulting in immediate ROI.

n Tripled division revenues for each sales associate.

n Expanded sales to include private bank clients.

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