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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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