Financial Sales Consultant Resume Samples

Financial Sales Consultant develops financial plans for the company and makes the necessary recommendations. The job responsibilities that are shouldered by a Financial Sales Consultant include communicating with potential customers to develop a plan that best fits the customer’s needs, conducting cold-calls for potential leads, recommending financial packages such as stocks, bond, and securities for the company. The various other financial sales consultant job tasks include presenting financial strategies, monitoring deviations in financial status, tracking financial market trends, evaluating financial strategies and providing financial management information.

The most sought-after financial sales consultant resume demonstrates core job skills such as knowledge of financial software, financial skills, financial diagnosis skills, analyzing information trait and be proficient in communication and financial forecasting. Candidates enter into this financial sales field from various backgrounds; however, employers favor those resume that contains a related University Degree with four or five GCSEs grades.

Financial Sales Consultant I Resume

Summary : Financial Sales Consultant I with 13 years of experience in the Finance domain is seeking to fulfill a position at a company where I can grow individually and professionally. A company where I can apply the knowledge I have and increase it as well. Knowing before hands that I will have to reattribute that knowledge with hard work.

Skills : Strong Analytical, Organizational And Time Management, Ability To Multi-task With Ease And In A Professional Manner In A Fast Paced Environment Accountancy, Administration, Bookkeeping, Budgeting, Consulting, Customer Relations, Customer Service, Direct Marketing, Management, Payroll Processing, Policy Analysis, Sales, International Clients Network, Mathematics, Physics, Computer, Able To Take Initiative, Work Independently And In A Team Setting, English, French, Spanish.

Description :

  • Maintaining daily the highest level of customer service in a competitive and high-stress market while multi-tasking daily operations and meeting company revenue goals.
  • Responsible for referring customers to investment and mortgage service specialists.
  • Evaluating the client's financial needs and recommend products to meet their needs.
  • Processing and closing home equity loan, auto loan, and personal loans application.
  • Reporting to the branch manager, responsible for driving revenue through direct sales of personal accounts, loan, and lines of credit.
  • Meeting with clients on a regular basis to assess their financial needs and growth opportunities.
  • Providing the clients with tools, information, and benefits to assist them in attaining their financial goals.
  • Manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
BS

Senior Financial Sales Consultant Resume

Summary : Highly successful Senior Financial Sales Consultant with 9+ years of experience exceeding sales goals through targeted prospecting and strategic territory development. Track-record of successfully creating strategic partnerships, heightening brand awareness, and raising assets via consultative sales across both retail and institutional client bases. Expert at public speaking.

Skills : Sales, Business Development, Account Management, Management, Outside Sales

Description :

  • Responsible for selling mutual funds, annuities, after-tax products and 403b plans.
  • Providing inspiration for fellow retirement sales consultant team members to uncover leads and drive sales success.
  • Providing exceptional customer service and education on annuities and tax planning products to non-profit institutions.
  • Attaining the asset growth and retention goals by selling, cross-selling and discovering opportunities in client needs.
  • Subject matter expert on markets and economics for marketing and sales growth projections for the Denver office.
  • Chaired the veterans employee relationship group, helped TIAA develop opportunities for vets within the community.
  • Expanded the group from 4 to 68 and helped develop similar results in Charlotte and Dallas and other locations.
  • Primary point-person for new sales and marketing concepts for my team to meet sales metrics.
  • Achieved over $20m in new revenues; attained 116% of goal in 2016, and a voice of the customer rating of 98%.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS


Financial Sales Consultant Resume

Summary : Goal-Driven Multitasking Financial Sales Consultant with 10 years of experience in the Finance domain. Experienced with expertise in Retail and Business Banking, Financial Analysis and Cash Flow Forecasting.

Skills : Cash Management, Financial Analysis, Financial Reporting, Forecasting, Customer Service, Computer, Banking, Communication

Description :

  • Expert in analyzing customers long-term and short-term needs and making the appropriate recommendations to meet their banking and investment goals.
  • Using the exceptional communication skills to educate customers about banks products and services to enhance their financial well-being.
  • Partnering with the business associates in the areas of private client group and wealth management to help customers meet their banking and investment goals.
  • Expert in business banking account opening processes and documentation requirements.
  • Expert in consumer and commercial loan origination and loan closing processes.
  • Recognized by PNC branch managers for supporting their branches while on leave.
  • Training the newly hired employees about bank policy, product knowledge, and banking regulations.
  • Awarded the 2015 market all-star award for my revenue production and customer engagement in 2014.
  • Received monthly certificates of recognition in the many areas of banking and investments.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
MS

Financial Sales Consultant II Resume

Summary : Dedicated Financial Sales Consultant II with 15 plus years of experience, currently working in the financial banking sales sector. Loyal, dedicated and self-motivated professional and quick to adapt and eager to accept new challenges. Highly ambitious team player consistently striving for excellence and integrity both professionally and personally. An experienced leader possessing the business acumen necessary for constant improvement, growth, and efficiency within the nucleus of a company.

Skills : Excellent Communication/Interpersonal skills, Effective Listener and Negotiator, Operations Management, Crisis Managment

Description :

  • Serving as a financial concierge to clients in the review, identification, and recommendation of financial products and services that will improve their overall financial picture.
  • Responsible for product sales and service for all new existing accounts including checking, savings, money market, IRAs, home equity lines of credit, home equity installment loans, personal loans, and vehicle loans.
  • Serving as a liaison between clients and service partners in wealth management, investments and business banking to maximize our clients' financial relationships.
  • Organizing and leading the staff meetings on product knowledge briefs that incorporate both new and existing financial products and services.
  • Recipient of numerous pnc spotlight awards for excellence in customer service and job performance.
  • Developing a loyal customer following by delivering superior care and service.
  • Knowledgeable and well versed in all financial account disclosures and procedural policy.
  • Experienced in identifying and preventing a wide-array of financial crimes including fraud, money laundering, and embezzlement.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
BA


Financial Sales Consultant Resume

Headline : Dedicated Financial Sales Consultant with 5 plus years of experience in the Finance domain, motivated to maintain customer satisfaction contribute to the company success. Enthusiastic customer service/telesales representative with in-depth knowledge of Sales, Medical accounts management and training.

Skills : Microsoft Office, Excel, Customer Service, Sales

Description :

  • Marketing services by asking for referrals from current clients, meeting prospects at community functions.
  • Responding to inquiries, developing promotions, presenting financial planning seminars.
  • Assessing the client's financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning and evaluating risk tolerance.
  • Developing the financial strategies by guiding the client to establish financial goals, matching the goals of the situation with appropriate financial plans.
  • Obtaining the client's commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns and answering questions.
  • Monitoring the client's financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies and recommending changes in goals and plans.
  • Providing financial management information by preparing financial status analyses and reports.
  • Updating the job knowledge by tracking financial markets, general economic conditions, and new financial products.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA

Sr. Financial Sales Consultant Resume

Summary : Sr. Financial Sales Consultant with 11 years of experience in the Finance domain. Excellent interpersonal, organizational, and communication skills. Very productive and efficient working independently and as a team player. Self-motivated, Strong sense of personal accountability, Results oriented. Flexible and forward thinking.

Skills : Management Experience, Experience Using Full Authority, Compare Rite and PD 2 Squared Programs, Tape Transactions, Procurement Process

Description :

  • Provided products and services available through the retail banking branch.
  • Prep client with all the details regarding their loan application at least 3 days before the closing date and provided them with the closing disclosure form. It includes the loan terms, the projected monthly payments, and how much the client will pay in fees and other costs to get your mortgage (closing costs).
  • Handled client wire transfer for any money expected before and during closing.
  • Used Microsoft Office applications like Excel, Word, and PowerPoint to create project plans and generate reports.
  • Manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
  • Advised, educated and engaged the clients on a variety of technological tools and resources allowing them to explore solutions to achieve their goals and financial well-being.
  • Interacted with the customer and discuss bank/investment service, refinance, personal loan and other services with customers.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
Business Administration

Financial Sales Consultant Resume

Headline : Highly motivated, dependable, Financial Sales Consultant with 6 plus years of experience, offering strong technical and interpersonal skills to provide quality service to an employer and their customer base. My motivation to excel, desire for challenge, combined with my willingness to learn and work with others will make me an indispensable member of your team.

Skills : Languages: Bilingual English And Spanish Communications, Effectively Handle Internal And External Customers At All Levels., Microsoft Office, Microsoft Word, People Soft

Description :

  • Providing unparalleled customer service to both existing and prospective clients in an effort to win and retain their business.
  • Writing and preparing the transaction related documentation and marketing materials including information memoranda, pitch books, corporate profiles, and market data and analyses.
  • Serving as a critical team member in the execution of advisory and financing transactions.
  • Performing in-depth company and industry research supporting specific client engagements and marketing opportunities.
  • Initiating conversations with clients, and using these opportunities to build awareness and then sell a variety of PNC bank products or services.
  • Developing strong relationships through customer profiling and needs-based selling.
  • Identifying the financial needs of customers and recommending the PNC products and services to meet those needs.
  • Working with new and existing customers in the development of new accounts and the implementation of new PNC products.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Financial Sales Consultant Resume

Objective : Highly motivated and detail oriented Financial Sales Consultant with over 3 years of experience in Finance domain with sales and marketing background looking for a position that will utilize acquired experience and commitment to excellence.

Skills : PC & MAC Platforms, MS Office, Word, Excel, PowerPoint, Data Analysis: Writing, Editing, Reporting (Extensive Data Analyzing And Report Submittals)

Description :

  • Marketed bank products and educated clients on PNC financial products, achieved 155% projected.
  • Pre-qualified home buyers and homeowners for mortgage/refinancing opportunities and partnered with PNC loan officers to complete processes, resulting in shortening their years of amortization.
  • Assisted clients with car loan refinancing and new car loan processing, resulting in monthly savings to customers.
  • Identified needs and referred clients to the appropriate line of business including loans, private.
  • Banking, insurance small business, merchant services, and credit cards, resulting in increased sales.
  • Referred clients to PNC private banking officer for investment opportunities.
  • Educated account holders on identifying protection and demonstrated online banking.
  • Maintained excellent working relationship with sector managers and colleagues.
  • Communicated proficiently and professionally with work partners and customers via telephone, email, and Skype for business in a timely manner.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Certification

Financial Sales Consultant Resume

Summary : Accomplished Financial Sales Consultant with 8 plus years of experience with a proven ability to manage personnel and budgets that support business and financial objectives. Have led key initiatives to substantially reduce operating costs and increase revenues to move the company from last to first place in the assigned market. A recognized expert in applying financial concepts to asset management decisions.

Skills : Administration Training & Development, Sales, Marketing, Process Improvement, Credit, Underwriting, Customer Service, Project Management, Financial Analysis, Team Building, Mentoring, Coaching, Microsoft Office.

Description :

  • Responsible for identification of state and national retail originators using wholesale funding conduits.
  • Structuring and implementing the quarterly/annual business plans to meet production goals. 
  • Monitoring the account legal compliance and educated on loan programs to achieve target funding ratios.
  • Developing and maintaining the extensive database for communicating, marketing, tracking and training of accounts.
  • Clients include Ally Bank, Bank of America, Peoples Bank, and Walker Jackson.
  • Responsible for opening eastern nc market for the educational fund-raising company.
  • Establishing several new accounts in a county territory.
  • Marketing the fund-raising programs to principals, ptas, city and county boards of education, booster clubs, and churches.
  • Creating and customizing the incentive programs tailored to each organization to achieve fund-raising goals.
  • Partnering with the financial sales team in the branches to provide the 360 consultations for customers.
  • Offering a broad range of investment solutions and products to help meet these goals and offering in-depth guidance through financial planning services.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Business Management

Financial Sales Consultant IV Resume

Summary : Motivated Financial Sales Consultant IV with 33 plus years of experience in the Finance domain is seeking a position in banking where I will utilize my extensive skills, knowledge, and experience in motivating the team to achieve sales goals and operational excellence.

Skills : Retail Management, Sales, Customer Service, Coaching, Non-profits, Event Planning, Marketing, Direct Sales, Merchandising, Social Media Management, Window-Based

Description :

  • Surpassed required goals achieving an average of 11 accounts per month.
  • Instrumental in operations reviews and audits with average audit score of 95%.
  • Weekly operations reviews including double checking new account info, ordering supplies, audits, and feedback to the branch manager.
  • Gathering tax returns, w2s, paystubs, homeowners insurance, mortgage statements, award letters, and other necessary documents required to be reviewed for approval consideration.
  • Helped brand PNC by participating in community events and partnering with area businesses.
  • Utilizing the lead system in place to generate revenue for the branch.
  • Fulfilling client service requests while presenting options to increase client brand satisfaction and drive sales.
  • Leveraging holistic sales methodology to present financial solutions to clients.
  • Ensuring the personal sales performance through consistent and effective telephone consulting activities.
  • Knowledgeable of products and services offered through the bank and its affiliates.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
Business Administration