Insurance And Financial Advisor Resume

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Here is the Insurance And Financial Advisor Resume example:

Benjamin Blassingame

1409 Biddie Lane

Richmond, VA 23219

(555)-555-5555

[email]

Job Objective To enhance my skills as an Insurance And Financial Advisor by joining forces with a growing establishment seeking qualified applicants.

Summary of Qualifications:

Strong experience in insurance and financial planning
Wide knowledge of finance and insurance, retirement accounts, tax services and financing accounts bank sales with proven sales records
Ability to build and expand relationships and meet potential new clients
Ability to incorporate with bank partners
Sound knowledge of trust, banking and credit products

Work Experience:

Insurance And Financial Advisor, August 2005 – Present

NL Financial Services, Richmond, VA

Met and contacted new potential clients to discuss financial concerns and needs.
Conducted meetings with clients to collect relevant data.
Analyzed client needs and presented potential solutions.
Provided on-going service to clients.
Developed and implemented personal business and marketing plans.
Explained about the extensive Portfolio of Insurance Products, Variable Life Products and Mutual Funds to the customers.
Issued bonuses and Awards for Achieving Set Production Goals.

Education

Bachelor’s Degree in Finance, Tarleton State University, Stephenville, TX