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advisor: Resume Samples & Writing Guide

Ulrich Smith 244 Greenwood Avenue, White Haven, PA 18661
[email protected]
669-877-2615

Professional Summary

 An experienced Advisor in the Insurance field with a proven track record of success in developing and executing strategies to maximize customer satisfaction and revenue. Skilled in providing comprehensive advice and guidance to customers to help them make informed decisions. 

Employment history

Senior Advisor, MetLife New York, New York
September 2010 – Present
  • Negotiate with insurance companies to obtain the best terms and coverage
  • Prepare reports and maintain accurate records
  • Keep up to date with industry trends and changes in regulations
Associate Advisor, State Farm Bloomington, Illinois
March 2009 – August 2010
  • Prepare and present insurance proposals to clients
  • Prepare reports and maintain accurate records
  • Stay abreast of industry developments and changes in the marketplace
Entry Level Advisor, USAA San Antonio, Texas
March 2008 – March 2009
  • Provide advice and counsel to clients on insurance plans, policies, and coverage options
  • Develop and maintain relationships with clients to ensure customer satisfaction
  • Prepare reports and maintain accurate records

Education

University of Washington, Seattle, Washington
Insurance Business, February, 2008

Skills

Technical
Conflict Resolution
Interpersonal
Financial Management
Troubleshooting
Risk Management
Business Analysis
Project Management

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Xaviera White 936 Holly Avenue, Powers, OR 97466
[email protected]
952-074-6232

Employment history

Chief Advisor, Liberty Mutual Boston, Massachusetts
October 2019 – Present
  • Prepare reports and maintain accurate records
  • Provide advice and counsel to clients on insurance plans, policies, and coverage options
  • Assist with the development of marketing strategies and campaigns
Associate Advisor, Progressive Mayfield Village, Ohio
March 2019 – September 2019
  • Prepare reports and maintain accurate records
  • Provide customer service and answer questions related to insurance plans
  • Process insurance applications and handle paperwork
Jr. Advisor, Progressive Mayfield Village, Ohio
March 2018 – February 2019
  • Generate new business by identifying and targeting potential customers
  • Process insurance applications and handle paperwork
  • Analyze and assess clients' current and future insurance needs

Education

University of Pennsylvania, Philadelphia, Pennsylvania
Bachelor of Arts in Business Administration and Insurance, January, 2018

Skills

Process Improvement
Quality Assurance
Decision Making
Mentoring
Technical Writing
Quality Assurance
Database Management
Regulatory Compliance
Charles Grant 723 Greenbriar St., Doney Park, AZ 86004
[email protected]
647-435-9623

Professional Summary

 Dynamic and results-driven Insurance Advisor with extensive knowledge of industry trends and regulations. Proven track record in providing comprehensive and tailored advice to individual and business clients. 

Employment history

Lead Advisor, AIG New York, New York
May 2013 – Present
  • Develop and maintain relationships with clients to ensure customer satisfaction
  • Assist with the development of marketing strategies and campaigns
  • Analyze and assess clients' current and future insurance needs
Associate Advisor, Farmers Insurance Los Angeles, California
December 2011 – April 2013
  • Provide customer service and answer questions related to insurance plans
  • Process insurance applications and handle paperwork
  • Prepare and present insurance proposals to clients
Junior Advisor, Progressive Mayfield Village, Ohio
December 2010 – November 2011
  • Provide customer service and answer questions related to insurance plans
  • Explain insurance coverage, terms, and conditions to clients
  • Provide advice and counsel to clients on insurance plans, policies, and coverage options

Education

Georgia State University, Atlanta, Georgia
Doctor of Science in Business Administration and Insurance, October, 2010
Georgia State University, Atlanta, Georgia
Bachelor of Business Administration in Insurance, October, 2006

Skills

Accounting
Social Media
Conflict Resolution
Emotional Intelligence
User Interface Design
Business Analysis
Risk Management
Networking
Zack Nelson 416 Sycamore Avenue, Casa Blanca, TX 78582
[email protected]
893-052-5704

Employment history

Entry Level Advisor, MetLife New York, New York
April 2022 – January 2023
  • Assist with the development of marketing strategies and campaigns
  • Resolve customer complaints and disputes
  • Negotiate with insurance companies to obtain the best terms and coverage

Education

University of Michigan, Ann Arbor, Michigan
Master of Science in Business Administration and Insurance, March, 2022
University of Michigan, Ann Arbor, Michigan
Bachelor of Science in Business Administration and Insurance, March, 2018

Skills

Relationship Management.
Data Analysis
Analytical
Teamwork
Regulatory Compliance
Data Analysis
Business Analysis
Financial Management
Carl Hawkins 255 Parkview Avenue, Revere, MO 63465
[email protected]
720-334-6995

Employment history

Chief Advisor, Liberty Mutual Boston, Massachusetts
December 2017 – Present
  • Prepare reports and maintain accurate records
  • Explain insurance coverage, terms, and conditions to clients
  • Negotiate with insurance companies to obtain the best terms and coverage
Advisor, State Farm Bloomington, Illinois
May 2017 – November 2017
  • Stay abreast of industry developments and changes in the marketplace
  • Prepare and present insurance proposals to clients
  • Negotiate with insurance companies to obtain the best terms and coverage
Jr. Advisor, Nationwide Columbus, Ohio
May 2016 – April 2017
  • Process insurance applications and handle paperwork
  • Provide advice and counsel to clients on insurance plans, policies, and coverage options
  • Analyze and assess clients' current and future insurance needs

Education

University of Michigan, Ann Arbor, Michigan
Insurance Business, March, 2016

Skills

Professionalism
Decision Making
Written Communication
Teamwork
Technical Writing
Business Intelligence
Data Analysis
Troubleshooting

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advisor Job Descriptions; Explained

If you're applying for an advisor 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.

21

senior advisor (relationship management)

  • Manage operational service delivery issues within TMR and also with external partners.
  • Ensure opertional agreements with third party service delivery providers are being maintained.
  • Build and maintain strong working relationships and partnerships with other departmental agencies,
  • Facilitate workshops for SEQN Senior Advisor (Service Management) group.
  • Draft formal correspondence and keep director infored about project updates and contemporary issues.
22

advisor

  • Handling off-cycle requests using different Earnings Code
  • Posting On-cycle Entries in People-soft.
  • Creating Manual and Express check Requests according to request assigned.
  • Using File-Zilla and Access database for loading bulk off-cycle requests.
  • Uploading On cycle and off cycle file loads.
  • Helped the team in auditing the activities done by the new joiners to avoid escalations.
  • Processing Final pay for the associates.
23

advisor

  • handling T2T Tables : – end to end creation of vessel rotation . get approval from trade managers and approve in system ( by taking this activity a lot of time was saved by business finance team.)
  • GAP analysis :- was involved in GAP analysis project ( by this project we were able to eliminate more than 350 reports which were either not used or duplicate. this project had saved time for team to work on other projects).
  • Informatica Business glossary :- handling complete end to end process checking of business terms and addition. ensuring we had up to date details available. ( did a project in promoting Informatica Business glossary in 2018 and after the project we had seen more number of users installing in their machines.
  • preparing test cases & doing proper testing :- had been involved in testing of two new solutions which was introduced in MSBI platform. ( did HOAT as well UAT test and ensured quality center is updated after checking each steps)
  • Data Quality :- had been involved in doing Data Quality checks ( did a project in which 4 big reports could be merged in 1 single report. did firs level checks and finally got approval and with help of IT team a new report was developed.
  • During my tenure with Maersk GSC i was able to work with different teams. I had worked with Application management support team , BICC , BI and currently with master data management team. 
24

senior advisor

  • Submitted escalations on Gather with responses that complimented my abilities to isolate issues and gather necessary items needed to deep dive customer issues
  • Reviewed escalations to engineering and appeasements to customers – resulted in improvement of handling processes and procedures
  • Achieved Exceeded Expectations in Teamwork, Innovation, and Results
  • Winner of ACEA Award
  • Created detailed work flows and presentations to facilitate in team meetings – improved advisor efficiency and knowledge
  • Utilized Gather to increase participation, benefitting advisors to find resources quickly
  • Hand picked to pilot a Team Manager Apprenticeship Program – Motivated and effectivity coached outliers with behavioral based coaching which resulted in improvements month by month
25

advisor, delivery specialist

  • Understanding customer requirements and helping in preparing Pre-Engagement Questionnaires
  • Designing and implementing Avamar and Data Domain systems in varied environments
  • Making sure the sizing is correct
  • Providing suggestions on policies, migrations, throughput, and general improvement of backups
  • Designing and implementing backups for NAS filers
  • Designing and implementing VMware backups with Avamar, Netbackup, Backup Exec, Veeam and Data Domain
  • Designing backups to cloud providers such as AWS, EMC ECS and Microsoft Azure

senior advisor (relationship management) Job Skills

For an senior advisor (relationship management) 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
  • Project Management
  • Quality Assurance
  • Database Management
  • Troubleshooting
  • Computer Literacy
  • Risk Management
  • Technical Writing
  • Business Analysis
  • Financial Management
  • Software Development
  • Systems Analysis
  • Networking
  • Process Improvement
  • Business Intelligence
  • User Interface Design
  • Regulatory Compliance
  • Security Protocols
  • Coding
  • Data Modeling

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 senior advisor (relationship management) 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.

Floyd Gray 931 Parkwood Drive, Clay City, KY 40312

Professional Summary

 A highly motivated and experienced Insurance Advisor with an in-depth knowledge of the insurance industry and a strong commitment to providing excellent customer service. Skilled in developing long-term relationships with clients and delivering effective solutions to their insurance needs. 

Employment history

Senior Advisor, Allstate Northbrook, Illinois
June 2011 – Present
  • Explain insurance coverage, terms, and conditions to clients
  • Assist with the development of marketing strategies and campaigns
  • Monitor and review existing policies to ensure they are up to date
Advisor, Allstate Northbrook, Illinois
January 2010 – May 2011
  • Provide customer service and answer questions related to insurance plans
  • Negotiate with insurance companies to obtain the best terms and coverage
  • Explain insurance coverage, terms, and conditions to clients
Jr. Advisor, Allstate Northbrook, Illinois
June 2009 – December 2009

    Education

    Ohio State University, Columbus, Ohio
    Bachelor of Arts in Insurance and Financial Services, April, 2009

    Skills

    Problem Solving
    Collaboration
    Communication
    Teamwork
    Security Protocols
    Process Improvement
    Financial Management
    Computer Literacy

    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 senior advisor (relationship management) 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.

    Paul Peters 391 Hillside Avenue, Hemphill, TX 75948
    [email protected]
    658-793-4189

    Employment history

    Jr. Advisor, Nationwide Columbus, Ohio
    January 2022 – October 2022
    • Mointor and reviw existing policys to ensuer they are up-to-date.
    • Keepe up too date wit industry trends an changes in regulatios.
    • Explane insuranse coverge, termms, and condishons to clients.

    Education

    University of Illinois, Urbana, Illinois
    Insurance Brokerage, November, 2021

    Skills

    Decision Making
    Stress Management
    Professionalism
    Financial Management
    Technical Writing
    Regulatory Compliance
    Software Development
    Process Improvement

    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.

    senior advisor (relationship management) Cover Letter Example

    A cover letter can be a valuable addition to your job application when applying for an senior advisor (relationship management) 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.



    Ulrich
    Smith
    [email protected]
    669-877-2615
    244 Greenwood Avenue, White Haven, PA
    18661

    Senior Advisor
    MetLife
    New York, New York

    Esteemed MetLife Hiring Team


    I am a passionate Advisor with 15 years of experience in Insurance. I am excited to submit my application for the Senior Advisor position at MetLife, where I believe my skills and expertise would be a great asset to your team.


    My diverse life experiences have taught me the importance of adaptability, creativity, and resilience. Whether it was on the job, or simply on my day to day, I have learned to navigate challenges and find innovative solutions. I am confident that I possess the skills and expertise necessary to excel in the position at MetLife and I am excited about the opportunity to grow with a team that values these qualities and contribute to your organization's growth and success.


    I cannot stress enough how thrilled I am about the chance to join a team of like-minded individuals who share my values and passion for this amazing field. Thank you for considering my application and I hope for the chance to work together.


    Looking forward to hearing from you,
    Ulrich Smith
    669-877-2615
    [email protected]

    Ulrich Smith






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    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.