c9c9b0a6-1b18-4581-9a3c-fead90887ee7

Andrew Smith


287 Custer Street, Hopewell, PA 00000

andrew_smith@example.com

(000) 000-0000

Professional Summary

Accomplished, consultative and results-driven sales professional with 20+ years of diversified experience in business development and client service in the financial services business.  Proven track record of consistently exceeding goals and building long term relationships with clients. Expert knowledge of investment management, financial planning and client engagement on a professional and personal level.  A thorough understanding of the financial markets and ability to distill down the complexity into conversational terms for effective client communication.  

Employment history

Senior Financial Consultant, Metz-Ryan. Lake Lonny, Georgia
Aug. 2018 – Present
  • Interview clients and prospects to determine asset levels, liabilities, risk tolerance, insurance coverage, tax status and financial objectives in order to prepare a financial plan
  • Conduct quarterly meetings with clients to review financial markets and progress towards their financial goals and plans
  • Develop prospects from current clients, referral leads, marketing events, networking activities and centers of influence (CPA’s, Attorney’s, Real Estate Agents and Mortgage Brokers)
  • Keep abreast of business and investment trends in order to advise clients on market expectations and prospective opportunities
  • Host financial presentations to groups to attract new clients
  • Continual due diligence on investment products and strategies
  • Monitor and maintain website and social media campaigns

National Director – Business Development, Conn, Wiegand and Stroman. New Camieburgh, Nebraska
Jan. 2014 – Feb. 2014
  • Represented Cetera Advisors broker dealer and hybrid RIA platform to advisors on a national level
  • Member of the multi-firm leadership team.  Managed a national team of recruiters to achieve sales goals through evaluation and coaching around success metrics and best practices
  • Created and implemented marketing programs and events
  • Delivery of sales forecasts and results to executive team of Cetera Financial 
  • Consulting with advisors to uncover deficiencies in their practices. Demonstrate areas where Cetera created synergies, scale and operational efficiencies
  • Analysis of advisory practices, determining pro-forma value to the firm.  Present guidance and detailed action steps demonstrating Cetera’s value 
  • Creation and structuring of acquisition and succession plans for advisor practices
  • Partnered with the large recruiting branches to refine their value propositions and recruiting strategy in local markets

Regional Director – Business Development, Turner, Braun and Fadel. Huelsstad, West Virginia
Aug. 2011 – Jun. 2012
  • Represented the traditional broker dealer, Hybrid RIA and RIA platform to the regional advisor community
  • Developed leads through cold calling, wholesaler networking, industry events and conferences
  • Worked with local recruiting branches to support their efforts
  • Consulted with recruits on business formation, growth and implementation of advanced technology platforms

Divisional Sales Director, Herman-Kiehn. Port Rolandoside, Wisconsin
Nov. 2010 – Mar. 2011
  • Established multi-channel distribution of new variable annuity solutions 
  • Consulted with advisors as a specialist in solving retirement income gaps
  • Created portfolios to correspond with client’s risk tolerance level
  • Executed extensive prospecting and creative marketing activities

Regional Vice President, Keeling-Flatley. North Francisco, Connecticut
Aug. 2009 – Sep. 2009
  • Sales of variable annuities, mutual funds and retirement plans in Rocky Mountain region
  • Increased territory business to 17% market share during challenging investment environment
  • Integration of new investment methods using tactical ETF strategists

Regional Vice President, Harber, Lockman and Bechtelar. New Rosario, Washington
Feb. 2008 – Jun. 2008
  • Developed new startup territory in Texas for AXA accumulator series and introduction of new product lineup

Senior Regional Vice President, Swaniawski, Gulgowski and Parker. Leonieside, Wisconsin
Jun. 2004 – Jun. 2006
  • Established successful entry of MetLife into intermediary distribution market
  • Territory consistently achieved $100 million in annual sales
  • Three time “Top Dog” award recipient
  • Developed territory to support three additional wholesaler positions
  • Mentor to the Junior Regional Vice President program.  Successfully trained and placed 3 internals into external positions

Education

Northern New Hampshire Academy, Ezequielchester, Kentucky
BBA, Finance, Mar. 1995

Skills

Series 6, 7, 63 and 65 Licensed

Financial Planning

Retirement Income Planning

Life Insurance

Investment Management

Marketing & Client Acquisition

806459d6-93f3-478b-a01d-0d4a883330d2

Andrew Smith


287 Custer Street, Hopewell, PA 00000

andrew_smith@example.com

(000) 000-0000

Professional Summary

Accomplished, consultative and results-driven sales professional with 20+ years of diversified experience in business development, sales management, and client service in the financial services business.  Proven track record of consistently exceeding goals and building successful sales teams. Expert knowledge of client acquisition, investment management, financial planning and continual client engagement on a professional and personal level.  A thorough understanding of the sales cycle, the financial markets and ability to distill down product complexity into conversational terms for effective client communication.  

Employment history

Senior Financial Consultant, Quitzon Group. Schneiderfurt, South Dakota
Apr. 2016 – Present
  • Manage and mentor team of younger financial advisors
  • Guide interviews with clients and prospects to determine asset levels, liabilities, risk tolerance, insurance coverage, tax status and financial objectives in order to prepare a financial plan
  • Acting as senior member in quarterly meetings with clients to review financial markets and progress towards their financial goals and plans
  • Assist in developing prospects from current clients, referral leads, marketing events, networking activities and centers of influence (CPA’s, Attorney’s, Real Estate Agents and Mortgage Brokers)
  • Keep abreast of business and investment trends in order to advise clients on market expectations and prospective opportunities
  • Host financial presentations to groups to attract new clients
  • Continual due diligence on investment products and strategies
  • Monitor and maintain website and guide social media campaigns

National Director – Business Development, Hansen, Beahan and Dicki. East Aundreaborough, Hawaii
Jul. 2013 – Apr. 2014
  • Member of the multi-firm leadership team representing Cetera Advisors broker dealer and hybrid RIA platform to advisors on a national level
  • Managed a national sales team of recruiters to achieve goals through process implementation, evaluation, and ongoing coaching around success metrics and best practices
  • Created and implemented marketing programs and events
  • Delivery of sales forecasts and results to executive team of Cetera Financial 
  • Consulting with advisors to uncover deficiencies in their practices. Demonstrate areas where Cetera created synergies, scale and operational efficiencies
  • Analysis of advisory practices, determining pro-forma value to the firm.  Present guidance and detailed action steps demonstrating Cetera’s value 
  • Creation and structuring of acquisition and succession plans for advisor practices
  • Partnered with large recruiting branches to refine their value propositions and recruiting strategy in local markets

Regional Director – Business Development, Dicki-Schuster. Lake Chiquita, Virginia
Aug. 2012 – Feb. 2013
  • Managing a regional team of 4 sales recruiters
  • Represented the traditional broker dealer, Hybrid RIA and RIA platform to the regional advisor community
  • Developed leads through cold calling, wholesaler networking, industry events and conferences
  • Worked with local recruiting branches to support their efforts
  • Consulted with recruits on business formation, growth and implementation of advanced technology platforms

Divisional Sales Director, Keeling Inc. Bartolettitown, Washington
Feb. 2011 – Mar. 2011
  • Established multi-channel distribution of new variable annuity solutions 
  • Consulted with advisors as a specialist in solving retirement income gaps
  • Created portfolios to correspond with client’s risk tolerance level
  • Executed extensive prospecting and creative marketing activities

Regional Vice President, Reilly and Sons. North Colinside, South Carolina
Jun. 2009 – Jul. 2009
  • Sales of variable annuities, mutual funds and retirement plans in Rocky Mountain region
  • Increased territory business to 17% market share during challenging investment environment
  • Integration of new investment methods using tactical ETF strategists

Regional Vice President, Corwin, Ernser and Feeney. North Joanniestad, Georgia
Feb. 2008 – Jul. 2008
  • Developed new startup territory in Texas for AXA accumulator series and introduction of new product lineup

Senior Regional Vice President, Runolfsson, Lowe and Boyer. West Felipemouth, Louisiana
Jun. 2005 – Oct. 2005
  • Established successful entry of MetLife into intermediary distribution market
  • Territory consistently achieved $100 million in annual sales
  • Three time “Top Dog” award recipient
  • Developed territory to support three additional wholesaler positions
  • Mentor to the Junior Regional Vice President program.  Successfully trained and placed 3 internals into external positions

Education

East Veum, Feestbury, Nebraska
BBA, Finance, Mar. 1995

Skills

Series 6, 7, 63 and 65 Licensed

Marketing & Client Acquisition

Sales Management

Investment & Financial Planning

3a13b601-88df-4292-b5f3-51a83e82e006

Andrew Smith


Phone:

(000) 000-0000

Email:

andrew_smith@example.com

Address:

287 Custer Street, Hopewell, PA 00000

Professional Summary

Enthusiastic and ambitious customer service specialist with wide-spread transferable skills in management, sales, and operations.  Exceptional ability to connect with people and understand their wants, needs, and desires and delivering legendary service on every interaction. Also have served as  finance professional with over 5 years of experience working within renowned banking institution as a Senior Financial Consultant and Team Manager.  Committed to providing first-class customer service to deepen relationships with consumers and engage them in the products and services offered.  Expert in loans, deposits, investments, financial planning, and mortgages.  Enthusiastic, results-driven leader with extensive success collaborating with subject matter experts to develop and execute creative solutions. With over 4 years of experience driving business and revenue growth through the development and execution of strategic campaigns targeting specific markets for business generation.  Proficient in PR building, marketing products, team management, portfolio management, and customer handling. 

Employment history

Mar. 2014 – Oct. 2014
West Kenda, Wyoming
Senior Financial Consultant/Team Manager, Schneider and Sons

  • Handling premium clients of the bank and selling them products suitable to their needs. This always required a special extra effort to take care of the client in terms of service and quality as well as giving them competitive rates to retain them with our bank.
  • Internally, also ran a sales team of 5 people at the branch to help them achieve their targets which in turn helped the branch achieve its sales figures for the year.
  • Hired employees and processed hiring-related paperwork.
  • Trained other staff and scheduled and supervised their work.
  • Worked with clients to identify their financial goals and to find ways of reaching those goals.

Sep. 2011 – Dec. 2011
Pacochamouth, Georgia
Business Aquisition Officer, Donnelly Inc

Worked in Liabilities department of retail banking with preset annual targets which included bringing new deposits, retaining older deposits, selling Car Financing, Mortgages, Life insurance and managing client portfolios

May. 2010 – Jul. 2010
Horacebury, Delaware
Customer Service And Sales Representative, Cummerata, O’Keefe and Christiansen

  • Job required listening to and making calls regarding accident claims on behalf of law firms in United Kingdom and Ireland and making appropriate appointments and case handling of clients as well as dealing with related organizations to complete the paperwork.
  • Collected information about individuals or clients, using interviews, case histories, observational techniques, and other assessment methods.
  • Followed ethical codes that protect the confidentiality of information.

Education

Present
BBA: Marketing

  • Northern Bayer – Casperborough, Michigan

Aug. 2009
Higher Secondary School Certificate: Science

  • The Barton Institute – West Octavio, West Virginia

Mar. 2007
Secondary School Certificate: Science

  • West Lemke – Schummtown, Ohio

Skills

Customer Services
Experienced

Product Selling
Experienced

Communication
Experienced

Portfolio Management
Skillful

Accomplishments

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Andrew Smith


287 Custer Street, Hopewell, PA 00000

andrew_smith@example.com

(000) 000-0000

Professional Summary

Recent graduate outfitted with a Diploma in Business Administration and 6 months of internship experience as an Admin Assist.  Tenured administrative professional with extensive experience providing support to the admin assist of education organization.  The analytical, detail-oriented leader was adept at multitasking within a fast-paced environment.  In-depth knowledge of standard office procedures, software, and machines; proficient use of Microsoft Office Suite, scheduling software, the internet, and database software.

Employment history

FINANCIAL CONSULTANT, Boehm-Harris. Andremouth, Oklahoma
May. 2019 – Aug. 2019
  • Analyze applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Review loan agreements to ensure that they are complete and accurate according to policy.
  • Stay abreast of new types of loans and other financial services and products to better meet customers’ needs.
  • Submit applications to credit analysts for verification and recommendation.
  • Work with clients to identify their financial goals and to find ways of reaching those goals.
  • Analyze potential loan markets and develop referral networks to locate prospects for loans.
  • Supervise loan personnel.
  • Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
  • Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.
  • Prepare written documents to establish contracts with or communicate financial recommendations to clients.
  • Explain services or policies to clients, such as debt management program rules, the advantages and disadvantages of using services, or creditor concession policies.
  • Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.

ADMIN ASSIST, Jaskolski-Rowe. West Lauren, California
Jul. 2018 – Oct. 2018
  • Use computers for various applications, such as database management or word processing.
  • Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
  • Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
  • Maintain scheduling and event calendars.
  • Establish work procedures or schedules and keep track of the daily work of clerical staff.
  • Prepare and mail checks.
  • Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll.

Education

Cruickshank College, East Gwynethville, West Virginia
High School Diploma, DIPLOMA IN BUSINESS ADMINISTRATION, Feb. 2019

Languages

English

Malay

Tamil

Skills

CUSTOMER SERVICE

ONLINE MARKETING

COMPUTER SKILLS

51bfee45-aeb9-443e-b123-075364c7d72a

Andrew Smith

287 Custer Street, Hopewell, PA 00000
andrew_smith@example.com
(000) 000-0000

Professional Summary

Success managing clients across multiple portfolios while leading efforts in reforming investment strategies.
Financial Analyst equipped with the tools and knowledge needed to advance into senior-level roles within innovative, growth-driven companies. 
Good at developing and tracking budget expenses and strong ability to analyze and organize large data sets.  
Deep technical knowledge with proficient use of QuickBooks and Excel programs.
Great Team Player and leadership skills.
Good Communication skills.
High Propensity to undertake research in any field so assigned.
Fast and reliable.
Effective in group work.
Good organization and presentation skills.
Can work well under pressure and can deliver efficiently.
 

Employment history

Financial Consultant, Kirlin and Sons. Alfonsoburgh, Arkansas
Sep. 2017 – Present
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies.
  • Interview prospective clients to obtain data about their financial resources and needs.
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.
  • Seek out new clients and develop clientele by networking to find new customers .
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Contact underwriter and submit forms to obtain binder coverage.
  • Formulate, direct and coordinate marketing activities and policies to promote products and services.
  • Identify, develop, or evaluate marketing strategy, based on knowledge of establishment objectives, market characteristics, and cost and markup factors

Data Analyst, Schmitt, Kuhn and Walker. Lake Jed, Kentucky
Feb. 2016 – Aug. 2016
  • Write and record orders for merchandise or enter orders into computers.
  • Compile, sort and verify the accuracy of data before it is entered.
  • Compare data with source documents, or re-enter data in verification format to detect errors.
  • Locate and correct data entry errors, or report them to supervisors.
  • Maintain logs of activities and completed work.
  • Load machines with required input or output media such as paper, cards, disks, tape or Braille media.

Education

Western New York Institute, North Kenneth, New Jersey
Master of Science, Sustainable Urban Development, Present

Ledner College, Reitabury, California
Bachelor of Arts, Geography Science, Feb. 2018

Skills

Communication and Technology
Experienced

Marketing
Experienced

Financial Consultant
Experienced

f01a21f3-64b9-4943-a59f-e1bc9e13f5a7

Andrew Smith

287 Custer Street, Hopewell, PA 00000
andrew_smith@example.com
(000) 000-0000

Professional Summary

Team-oriented and adept at creating clear and comprehensive financial reports to present to senior management. Enjoys being part of a dynamic team. This is done while juggling work with my university studies also. Can execute appointment management, writing emails and also bookkeeping while meeting school project deadlines. Furthermore, I am outgoing, detail-oriented and most importantly, proficient at building and maintaining professional relationships with my clients and friends.

Employment history

Financial Consultant, Torp LLC. Margueritestad, Alabama
Jan. 2018 – Present
* Build relationship and rapport with clients 
*Liase with underwritten and perform due diligence to ensure transparency and provide ideal solutions to my clients
*Communicating with different age groups of clients ranging from 19 – 60 
*Participates in selling and cross-selling Bank products. Provides superior customer service.
*Solid ability to organize and prioritize work to ensure full completion of the role
*Strong interpersonal, written, and oral communication skills
*Detail orientation

Waiter, Considine LLC. Mauricefort, Iowa
Jan. 2017 – Feb. 2017
Firstly, communicating with the customers and the staff, for instance, relaying certain messages around.  
Also, I had the chance to learn some people skill such as teamwork and on a certain situation, problem-solving as well and this strengthens my ability to think of a solution in times of challenges.
Strong Communicator in Cantonese,  English and Mandarin.

Languages

English
Native speaker

Chinese
Native speaker

Cantonese
Conversational

Hokkien
Proficient

Malay
Basic

Education

Northern Wyoming College, New Aracely, Montana
Bachelor of Project and Facilities Management, Project and Facilities Management, Present

Skills

Communication
Experienced

Sales
Experienced

Organization
Skillful

Python
Beginner

db8de2ca-baed-43d9-b52f-d69fed30ab5e

Andrew Smith


Phone:

(000) 000-0000

Email:

andrew_smith@example.com

Address:

287 Custer Street, Hopewell, PA 00000

Professional Summary

Enthusiastic Financial Analyst, skilled in leadership and communication. Seeking to use these proven skills to meet business needs for a progressive organization. As a Marketing and Financial Analyst Intern, helped create 3 new loan features based on market analysis and customer interaction. 
. 

Employment history

Sep. 2017 – Sep. 2018
New Sherise, Wyoming
Financial Consultant, Brakus, Hettinger and Kautzer

– Met with clients to assess their financial situation and supply needs 

– Prepared plans of action for investment, using financial analyses and presented a financial plan that includes both short- and long-term financial goals

– Informed investment decisions by analyzing financial information to forecast business, industry, or economic conditions

– Helped clients with financial planning decisions for day-to-day expenses and investments in the supply chain business

– Built strong relationship with prospective clients to maintain and grow a strong customer base

Jun. 2016 – Jul. 2016
East Jeaninechester, Virginia
Marketing Analyst – Intern, Veum Group

– Worked with the marketing and sales team to accurately report sales data

– Compiled lists describing product or service offerings

– Selected product to be displayed at trade or special production shows based on historical product analysis

– Initiate market research studies or analyze their findings

– Identified, developed, evaluated marketing strategy, based on knowledge of establishment objectives, market characteristics, and cost and markup factors

Education

Feb. 2017
Bachelor of Science: Honors in Mathematics

  • Predovic College – Kochport, Kentucky

Sep. 2012
Indian School Certificate (ISC) (Year-12)

  • East Herzog Academy – Tammarachester, Iowa

Jul. 2010
Indian Certificate of Secondary Education (ICSE) (Year-10)

  • Western Powlowski College – Clareville, New York

Skills

Leadership

Marketing Product Line Development

Process Improvement

Oral Communication

Social Media: Facebook, Twitter, Instagram, Snapchat, Pinterest, Google+)

Content Editing: Microsoft Office Suite (Word, Excel, Powerpoint, Outlook)

81869089-5e6a-4a39-9eab-f28f65a332cb

Andrew Smith


287 Custer Street, Hopewell, PA 00000

andrew_smith@example.com

(000) 000-0000

Professional Summary

Financial Analyst equipped with the tools and knowledge needed to advance into senior-level roles within innovative, growth-driven companies.  Expert at developing and tracking budget expenses and strong ability to analyze and organize large data sets.  Deep technical knowledge with proficient use of  Excel programs. 

Employment history

Financial Consultant, Sauer, Dickinson and Schulist. South Dillonburgh, Utah
Dec. 2019 – Present
  • Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
  • Check to ensure that appropriate changes were made to resolve customers’ problems.
  • Helping customers across UK who are in a financial difficulty and assist accordingly to help them clear their existing debt with the bank.
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.

Financial Analyst, Terry-Buckridge. Miloburgh, Arkansas
Feb. 2018 – Jun. 2018
  • Log and settle interest claims raised by clients over failure to meet the trade obligation.
  • Communicate with most business about delayed trade settlement outcomes and working on fail reduction based on themes and trends.
  • Consolidate reports and share across business on net payable vs receivable claims and working towards cost cutting.
  • Negotiation with clients and counterparts over interest rate and settling claims at considerable rate.

Education

West South Dakota University, Maximofurt, Texas
BBA, Finance, Jul. 2017

Skills

Team Interaction and Lead

Problem solving

MS Office

Project Management

Client/Customer Interaction/Negotiation

dd7cec83-f8ff-4649-ad70-2cd60893f495

Andrew Smith

287 Custer Street, Hopewell, PA 00000
andrew_smith@example.com
(000) 000-0000

Professional Summary

Candidate with Supply chain & Logistic degree and experience from different various sectors. 

Highly-motivated, customer-centric, licensed agent working for a Professional Investment Advisory Services Firm.  In-depth knowledge health insurance coverage, health carriers, and products offered.  Bi-lingual, data-driven to provide clients with sound advice.

Experienced assistant engineer adept in the areas of maintenance, repair, and operations of Airforce  system including data network, servers, and monitoring equipment.  Proven ability to work on multiple assignment simultaneously while adhering to the set schedule and pressure.  

Employment history

Financial Consultant, Gusikowski, Schimmel and Stamm. Labadiechester, Illinois
Feb. 2019 – Present
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
  • Network within communities to find and attract new business.
  • Solicit sales of new or additional services or products.
  • Stay abreast of new types of loans and other financial services and products to better meet customers’ needs.
  • Work with clients to identify their financial goals and to find ways of reaching those goals.
  • Assess clients’ overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
  • Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Interview clients to determine clients’ assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
  • Develop financial plans based on analysis of clients’ financial status, and discuss financial options with clients.

Retail Investor, McLaughlin and Sons. Abrahamfurt, Idaho
Jan. 2018 – Feb. 2018
  • Explain products or services and prices, and answer questions from customers.
  • Network within communities to find and attract new business.
  • Review reports of securities transactions or price lists to analyze market conditions.

Assistant Engineer, Wuckert, Klein and Rosenbaum. Mannchester, Nebraska
Oct. 2009 – Jan. 2015
  • Maintain records of performance reports for future reference.
  • Write technical reports or other documentation, such as handbooks or bulletins, for use by engineering staff, management, or customers.
  • Review performance reports and documentation from customers and field engineers, and inspect malfunctioning or damaged products to determine problem.
  • Observe worker using equipment to verify that equipment is being operated and maintained according to quality assurance standards.
  • Work with personnel and facilities management staff to install, remove, or relocate user connectivity equipment and devices.

Education

Witting University, Ryanbury, Alabama
Bachelor of Science, Logistics & Supply Chain, Jun. 2015

Skills

Time Management
Expert

Adaptability
Experienced

Teamwork
Experienced

Ability to Work Under Pressure
Skillful

Self-motivation
Expert

Languages

English
Fluent

Chinese
Fluent

Affiliations

financial consultant

  • Customized Financial plans and provide guidance on insurance, investments, retirements and savings.
  • Selling Financial products.
  • Organized educational and investment seminars, recruited attendees.
  • Determine the prices at which securities should be syndicated and offered to the public. 

financial consultant

  •  To establish a new business pipeline through marketing,lead generation and tracking
  • Meet monthly sales targets in terms of lending and other products
  • Meet collections and arrears targets on lending products
  • Offer Financial education to clients on credit and effective money management
  • Adhere to internal,regulatory and legislative governances to ensure quality business and mitigate risk
  • Cross-selling and Upselling products offered to different line of business

financial consultant

  • Preparation of Financial models for the expansion of business through franchising in domestic and international markets.
  • Preparation of area layout of any specific client for various locations.
  • Calculation of Payback Period, ROI, Initial Set-up Cost, Franchise Fee, Royalty, etc.  for the brands of various industries.
  • Calculation of projected revenue for 5/7 years of the contract.
  • Defined different expansion strategies for brands of various industries.
  • Presentation of data in a formula-driven spreadsheet that is prepared from scratch.

financial consultant

  • Meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals. Help clients with financial planning decisions for retirement, education, day-to-day expenses and investments. Assist clients to assess how life changes such as marriage, job change or the birth of a child will affect the client’s financial plan. 
  • Responsibilities – Attend and assist at corporate wellness days – Attend and assist at corporate financial wellbeing days – Attend and assist corporate member education sessions – Assist with campaigns, themed campaigns, projects and initiatives as required – To effectively manage leads from various interventions and provide feedback – As required, to assist with worksite marketing and financial awareness – Assist in segmented Corporate accounts with brand marketing and financial planning needs – Develop and implement strategies with Senior Consultant to create and manage business opportunities arising within assigned and segmented Corporate accounts – Manage and strengthen relationships with key personnel in assigned and segmented Corporate accounts – Assist clients with financial planning advice and solutions aligned to the 6 step financial planning process including – Make a written recommendation based on a client’s responses to the risk profile questionnaire and subsequent discussions – Provide the client with information on the performance of the various investment portfolios available; – Educate the clients with regards to basic investment principles, i.e.
  • Risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc.
  • Resolve client concerns, queries and/or complaints – Source new business by means of referrals.

financial consultant

  • Servicing individual & corporate clientele by advising on FSB legislation and tax implications pertaining to retiring and withdrawing from various investment instruments.
  • Preparing investor reports for individuals and corporate clientele for auditing purposes.
  • Sourcing new business of potential investors.
  • Conducting continuous product analysis & research. 

financial consultant

  • Build and maintain a client base; keep clients informed about products and service for,life insurance, 
  • Provide knowledgeable financial guidance to clients to ensure that the need for life insurance is a must
  • Maintain contact with existing clients on an ongoing basis to determine whether their financial needs have changed
  • Educated in products and services
  • Building friendships with all clients that I meet.
  • Creating the need for Life Insurance coverage.

senior financial consultant

  • Manage and mentor team of younger financial advisors
  • Guide interviews with clients and prospects to determine asset levels, liabilities, risk tolerance, insurance coverage, tax status and financial objectives in order to prepare a financial plan
  • Acting as senior member in quarterly meetings with clients to review financial markets and progress towards their financial goals and plans
  • Assist in developing prospects from current clients, referral leads, marketing events, networking activities and centers of influence (CPA’s, Attorney’s, Real Estate Agents and Mortgage Brokers)
  • Monitor and maintain website and guide social media campaigns

financial consultant

  • Financial planning and Management
  • Statement Analysis
  • Created an analytical framework for identifying and developing financial growth opportunities.
  • Identified and investigated variances to financial plans and forecasts by interpreting financial results.

financial consultant

  • Full administrative duties of reporting to management including consulting and registering of any new clients. 
  • Together with negotiating payments and processing and balancing daily cash received 
  • Opening and closing of the business. 
  • Processing of e-mail queries, answering incoming calls, processing of petty cash & creditors. 

financial consultant

  • New sales, cross-selling & up-selling of financial products to clients.
  • Role involved intensive research and investments in the major Indian equity markets.
  • Overachieved monthly and weekly targets by 150% back to back while maintaining an annual return of 28% on an average on equity portfolios.
  • Hired and trained POC’s to acquire new clients and manage portfolios effectively.
  • Brought over 70 new clients and renewed portfolio of 27 existing clients.
  • Bringing insights from Data analysis/Reports/Presentations to client management on process optimisation/retention/acquisition channels
  • Generated over INR 0.4M/year in revenues.

financial consultant

  • Achieved Company Incentive Bangkok “Fast Track” Trip within 4 months.
  •  Seek out new clients and develop clientele by networking to find new clients and generate lists of prospective clients.
  • Worked closely with Business Development Managers and Underwriters to resolve issues pertaining to investment and insurance policies (Approval and claims etc).
  • Possess proactiveness in boosting investment knowledge for myself and clients.
  • Support daily client servicing duties.

financial consultant

  • Seek out new clients and develop clientele by networking to find new customers .
  • Handling premium clients of the bank and selling them products suitable to their needs. This always required a special extra effort to take care of the client in terms of service and quality as well as giving them competitive rates to retain them with our bank.
  • Internally, also ran a sales team of 5 people at the branch to help them achieve their targets which in turn helped the branch achieve its sales figures for the year.
  • Trained other staff and scheduled and supervised their work.

financial consultant

  • Participated at Asset Quality Review procedure lead by National Bank of Kazakhstan, including but not limited to:
  • Request and collection of primary data necessary for checking the completeness and correctness of internal banking system
  • Analysis of the correct creation of provisions and their recalculation in accordance with the AQR Methodology including definition of probability weighted scenarios, determination of the approach to the assessment of provisions, calculation of provisions based on the results of the analysis
  • Prepared commercial proposals for financial due diligence at various transactions and target companies
  • Prepared recommendations and provided client with financial accounting advisory services

financial consultant

  • Ensure balance sheet reconciliations are up-to-date and issues are resolved in a timely manner. 
  • Analyze business trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice.
  • Work as a vCFO to create and revise annual budget,formulate strategies,review control procedures and recommend changes.
  •  Suggest budgetary changes to increase company profits. 

financial consultant/stand in front office manager

  • Loan processing 
  • Collections process, 
  • Revived sales, Existing sales, Assist Daily Report, 
  • Complete NLR process as per company policy and follow SOP,
  • Assist branch manager With Final demands letters, to keep client approved, declined and pending applications,
  • Assist Branch Manager with hand-over process Filings. 

financial consultant

  • Prospected and maintained a $1.5 million book of business from scratch
  • Organized and executed semi-annual client reviews to ensure customer satisfaction and inquire about new opportunites
  • Ranked 2nd in Northern California/Hawaii branch in 2019 for new RBG applications (achieved all available bonuses)
  • Successfully completed Branch Leadership Development School for top advisors in their developing years (1 of 2 first year advisors invited)
  • Collaborated with managers, peers, and new advisors to help organize meetings and improve overall success of the branch

financial consultant

  • Direct involvement in the sale process;
  • Accumulation of in-depth knowledge regarding stock market investments;
  • Analyze stock charts in order to interpret the behavior of financial assets;
  • Identifying customer needs, creating solutions for those needs and ensuring a smooth sales process.

financial consultant

  • Helping customers across UK who are in a financial difficulty and assist accordingly to help them clear their existing debt with the bank.
  • Marketing, to find and pursue potential investors for foreign exchange investment.
  • Consultation and services in foreign exchange trading.
  • Conducting market analysis and assist in intraday trading for clients.

financial consultant

  • Open bank accounts (e.g., checking and savings accounts, credit cards, loans, etc.). for current and new customers; oversee transactions and close accounts when necessary.
  • Assess the client’s overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
  • Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs.
  • Examine, evaluate, or process loan applications, and coordinate the approval or rejection.  
  • Uncover the need for special services such as investment/ wealth management to make the adequate referral. 

financial consultant

  • Network within communities to find and attract new business
  • Prepare financial or regulatory reports required by laws, regulations, or boards of directors
  • Oversee the flow of cash or financial instruments
  • Review collection reports to determine the status of collections and the amounts of outstanding balances

senior financial consultant

  • Interview clients and prospects to determine asset levels, liabilities, risk tolerance, insurance coverage, tax status and financial objectives in order to prepare a financial plan
  • Conduct quarterly meetings with clients to review financial markets and progress towards their financial goals and plans
  • Develop prospects from current clients, referral leads, marketing events, networking activities and centers of influence (CPA’s, Attorney’s, Real Estate Agents and Mortgage Brokers)
  • Keep abreast of business and investment trends in order to advise clients on market expectations and prospective opportunities
  • Host financial presentations to groups to attract new clients
  • Continual due diligence on investment products and strategies
  • Monitor and maintain website and social media campaigns