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yyyyyy x. yyyyyy                                                            0000 xxxxxx xxxx , xxxx , xxxxx 00000

                                                                                                                                                  xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

objective

skilled financial services professional seeking to utilize business development experience, excellent managerial and developed analytical/decision-making skills in a challenging assignment.

career profile

ø  in-depth finance, insurance and investment experience.

ø  strengths in strategic planning, budgeting and financial analysis.

ø  extensive evaluation and assessment background.

ø  knowledgeable in annuities and long-term care

ø  design and implement advanced business development strategies.

ø  adept in meeting client investment needs while achieving risk tolerance limits.

ø  record of progression to assignments of increasing authority and responsibility.

ø  deliver exceptional customer service.

ø  responsible for broad oversight of investments in a high-volume environment.

ø  highly successful in increasing annual revenues up to $300mm level.

ø  focus on productivity enhancement and meaningful cost control.

ø  b.a. degree.

ø  multiple professional development and continuing education courses.

professional certifications

ca series 6, 7 and 63 licenses, state of california

insurance license, state of california

professional experience

innovative marketing strategies                                                                                                   2007 - present

director of annuities and long-term care

       retained to develop and implement sales approaches/tools for multiple agents and brokers.

       have raised annual production by $300mm.

       have successfully researched and utilized highly successful business development methodologies.

       notable record of increasing personnel productivity and effectiveness.

       research and evaluate competitor strategies to develop countermeasures.

       maintain currency with industry and market.

       ensure smooth departmental operations.

       oversee and direct departmental staff.

       plan and implement annual budget.

       successfully deliver exceptional customer service.

 

ams                                                                                                                                            2002 c 2007

internal wholesaler

       recruited to utilize advanced technology in marketing fixed products.

       delivered revenue totaling $75mm.

 

education


evergreen state college

bachelor of arts

 

community involvement

volunteer assisting university of southern california cardiothoracic department in r&d funding.

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