Use This Template 
Build your resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
financial sales representative: Resume Samples & Writing Guide
Professional Summary
A highly motivated Financial Sales Representative with a passion for the financial services industry. Experienced in providing clients with tailored financial solutions to meet their individual needs.
Employment history
Senior Financial Sales Representative, State Street Corporation Boston, Massachusetts
September 2012 – Present
- Generate sales through referrals, cold calling, and networking
- Collaborate with other financial professionals
- Provide excellent customer service to all clients
Associate Financial Sales Representative, Goldman Sachs New York, New York
September 2011 – August 2012
- Cultivate and maintain knowledge of current financial products and services
- Identify client needs and provide customized financial solutions
- Generate sales through referrals, cold calling, and networking
Junior Financial Sales Representative, State Street Corporation Boston, Massachusetts
September 2010 – August 2011
- Analyze financial data and develop financial models
- Keep up to date with regulatory and legal changes
- Monitor market trends and recommend appropriate investments
Education
Haas School of Business, UC Berkeley, California
Doctor of Science in Accounting, July, 2010
Haas School of Business, UC Berkeley, California
Bachelor of Arts in Economics, July, 2006
Skills
Organization
Strategic Thinking
Process Improvement
Database Management
Visualization
Technical Writing
Troubleshooting
Financial Modeling
Do you already have a resume? Use our PDF converter and edit your resume.
Employment history
Senior Financial Sales Representative, Goldman Sachs New York, New York
May 2017 – Present
- Provide excellent customer service to all clients
- Generate sales through referrals, cold calling, and networking
- Monitor market trends and recommend appropriate investments
Financial Sales Representative, Bank of America Charlotte, North Carolina
November 2016 – April 2017
- Generate sales through referrals, cold calling, and networking
- Track and report sales activities and results
- Provide excellent customer service to all clients
Entry Level Financial Sales Representative, Goldman Sachs New York, New York
April 2016 – October 2016
- Develop and maintain relationships with current and prospective clients
- Analyze financial data and develop financial models
- Track and report sales activities and results
Education
Columbia University, New York City, New York
Master of Arts in Finance, March, 2016
Columbia University, New York City, New York
Bachelor of Arts in Economics, March, 2012
Skills
Collaboration
Financial Management
Technical
Reliability
Troubleshooting
Process Improvement
Regulatory Compliance
Financial Modeling
Employment history
Chief Financial Sales Representative, PNC Financial Services Group Pittsburgh, Pennsylvania
January 2022 – Present
- Monitor market trends and recommend appropriate investments
- Adhere to compliance and risk management guidelines
- Participate in industry events and conferences
Associate Financial Sales Representative, Citigroup New York, New York
January 2021 – December 2021
- Identify client needs and provide customized financial solutions
- Develop and maintain relationships with current and prospective clients
- Maintain client records and documentation
Jr. Financial Sales Representative, Morgan Stanley New York, New York
January 2020 – December 2020
- Adhere to compliance and risk management guidelines
- Provide guidance and advice to clients on their investments
- Prepare presentations, proposals, and sales contracts
Education
Stanford University, Stanford, California
Doctor of Philosophy in Finance, November, 2019
Stanford University, Stanford, California
Bachelor of Arts in Business Management, November, 2015
Skills
Teamwork
Conflict Resolution
Interpersonal
Computer Literacy
Financial Management
Financial Modeling
Database Management
Risk Management
Professional Summary
Highly motivated Financial Sales Representative with comprehensive experience in the Financial Services field. Proven track record of success in developing and maintaining relationships with clients to ensure their financial goals are met.
Employment history
Chief Financial Sales Representative, Goldman Sachs New York, New York
May 2013 – Present
- Participate in industry events and conferences
- Provide excellent customer service to all clients
- Keep up to date with regulatory and legal changes
Financial Sales Representative, PNC Financial Services Group Pittsburgh, Pennsylvania
May 2012 – April 2013
- Track and report sales activities and results
- Generate sales through referrals, cold calling, and networking
- Adhere to compliance and risk management guidelines
Jr. Financial Sales Representative, State Street Corporation Boston, Massachusetts
May 2011 – April 2012
- Provide excellent customer service to all clients
- Adhere to compliance and risk management guidelines
- Cultivate and maintain knowledge of current financial products and services
Education
Yale School of Management, New Haven, Connecticut
Chartered Investment Counselor, March, 2011
Skills
Stress Management
Troubleshooting
Negotiation
Collaboration
Risk Management
Project Management
Financial Modeling
Regulatory Compliance
Professional Summary
Dynamic Financial Sales Representative with extensive knowledge of the financial services industry and a proven ability to develop and maintain successful client relationships. Highly motivated and results-driven with a passion for helping clients reach their financial goals.
Employment history
Senior Financial Sales Representative, State Street Corporation Boston, Massachusetts
July 2011 – Present
- Provide excellent customer service to all clients
- Prepare presentations, proposals, and sales contracts
- Adhere to compliance and risk management guidelines
Associate Financial Sales Representative, Goldman Sachs New York, New York
January 2010 – June 2011
- Monitor market trends and recommend appropriate investments
- Keep up to date with regulatory and legal changes
- Cultivate and maintain knowledge of current financial products and services
Entry Level Financial Sales Representative, Goldman Sachs New York, New York
January 2009 – December 2009
- Cultivate and maintain knowledge of current financial products and services
- Generate sales through referrals, cold calling, and networking
- Participate in industry events and conferences
Education
Darden School of Business, Charlottesville, Virginia
Master of Arts in Finance, November, 2008
Darden School of Business, Charlottesville, Virginia
Bachelor of Science in Economics, November, 2004
Skills
Attention to Detail
Negotiation
Flexibility
Creativity
Regulatory Compliance
Computer Literacy
Financial Reporting
Troubleshooting
Not in love with this template? Browse our full library of resume templates
financial sales representative Job Descriptions; Explained
If you're applying for an financial sales representative position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
1
financial sales representative
- Refer customers to products that the bank offered that would be beneficial to them.
- Open customer accounts and maintain contact with them to ensure that their experience was perfect.
- Answer customers’ questions, and provide information on procedures or policies.Greet customers entering establishments.
- Completed multiple certifications through the bank in order to ensure that I completed my job to the best of my ability.
2
financial sales representative
- Front line sales & service over the phone for TD Canada Trust customers
- Engaging in conversation with customers to provide resolution to problems/concerns
- Introducing customers to various products TD Canada Trust has to offer
- Being part of the cross border banking (US/Canada) and Web banking Team.
financial sales representative Job Skills
For an financial sales representative position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.
How to include technical skills in your resume:
Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.
Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."
- Data Analysis
- Computer Literacy
- Quality Assurance
- Troubleshooting
- Project Management
- Visualization
- Database Management
- Risk Management
- Business Acumen
- Financial Management
- Process Improvement
- Technical Writing
- Strategic Thinking
- Regulatory Compliance
- Investment Analysis
- Financial Modeling
- Salesforce Administration
- CRM Systems
- Accounting
- Financial Reporting
How to include soft skills in your resume:
Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.
Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.
- Communication
- Interpersonal
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your financial sales representative Resume
Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.
Todd Foster
160 Laurelwood Avenue, Anderson, SD 57110Employment history
Lead Financial Sales Representative, PNC Financial Services Group Pittsburgh, Pennsylvania
August 2017 – Present
- Cultivate and maintain knowledge of current financial products and services
- Analyze financial data and develop financial models
- Maintain client records and documentation
Financial Sales Representative, Bank of America Charlotte, North Carolina
March 2016 – July 2017
- Maintain client records and documentation
- Identify client needs and provide customized financial solutions
- Cultivate and maintain knowledge of current financial products and services
Junior Financial Sales Representative, Goldman Sachs New York, New York
September 2014 – February 2016
Education
Darden School of Business, Charlottesville, Virginia
Master of Business Administration, July, 2014
Darden School of Business, Charlottesville, Virginia
Bachelor of Arts in Business Administration, July, 2010
Skills
Data Analysis
Business Acumen
Innovation
Database Management
Risk Management
Financial Reporting
Accounting
Technical Writing
Include your Contact Information and Job Descriptions
Missing job descriptions lessens your chances of getting hired.
Key Insights- Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
- Keep job descriptions short but don't just list your jobs.
- Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.
How to Optimize Your financial sales representative Resume
Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.
Employment history
Lead Financial Sales Representative, Morgan Stanley New York, New York
December 2017 – May 2022
- Genarate sales thru referal's, cold callin, an networkin.
- Idintify client neds and provied customised financail solutuions.
- Maintane client records an documentations.
Financial Sales Representative, Citigroup New York, New York
December 2016 – November 2017
- Devlop and maintane relatinships wit current and perspective cliets.
- Tracck annd repport saless activvitiess annd resultss.
- Keepe up too date withe regulatory and legal changess.
Jr. Financial Sales Representative, Wells Fargo San Francisco, California
July 2015 – November 2016
- Maintan client record's an documentations.
- Prepear prezentations, propozals, an sales contracts.
- Provide guidence and advices to clients on their investments.
Education
Kellogg School of Management, Evanston, Illinois
Bachelor of Arts in Economics, May, 2015
Skills
Self-Motivation
Adaptability
Business Acumen
Supervisory
Investment Analysis
Accounting
CRM Systems
Risk Management
Correct Grammar and Address Gap Years in Your Resume
Don't leave unexplained gaps in your work history.
Key Insights- When explaining gaps in your employment section, start by being honest.
- Elaborate on the gap and show that you never stopped learning.
- Explain and elaborate any gap in your work history by highlighting new skills.
financial sales representative Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an financial sales representative position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.
Senior Financial Sales Representative
TD Bank
Cherry Hill, New Jersey
TD Bank
Cherry Hill, New Jersey
Esteemed TD Bank Hiring Team
I am writing to express my interest in the Senior Financial Sales Representative role at TD Bank. As a Financial Sales Representative with 13 years of experience, I am confident that I possess the necessary skills and qualifications to excel in this position.
Throughout my life, I have been passionate about Financial Modeling and have pursued opportunities to make a difference in this field. My experience in various areas, not just in Financial Services, has given me the opportunity to develop my skills in Organization and Strategic Thinking, which I am excited to apply to the role at TD Bank. I am eager to work with a team that shares my values and to help your organization achieve its well determined goals.
Thank you for considering my application for the Senior Financial Sales Representative position. I hope you will allow me to show you what I am capable of bringing to your organization and how we can work together to make an impact on the industry.
Best regards,
Earl Davis
751-715-2832
[email protected]
Earl Davis
Showcase your most significant accomplishments and qualifications with this cover letter.
Personalize this cover letter in just few minutes with our user-friendly tool!
Related Resumes & Cover Letters
FIND EVERYTHING YOU NEED HERE.
IF YOU HAVE QUESTIONS, WE HAVE ANSWERS.
4 Ways a Career Test Can Jump-Start Your Future (and Help Your Resume)
If you’re looking for a fresh path or a new passion, a career test could help you find it. You can take these tests online, in the comfort of your...
Avoid These 3 Resume Mistakes at All Costs
Your resume is your first impression for a prospective employer. The way you present yourself in that little document can make or break you – it can clinch you an...
Resume Design Tips and Tricks
Creating a resume that stands out from the rest doesn’t have to be rocket science. With just a few tips and tricks, you can make your professional resume a shining...
Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.