Trusted Advisor Resume Samples

A Trusted Advisor is a company or individual who is offered a seat at the customer’s table. Instead of being a potential vendor or just another vendor, this professional is regarded as a strategic partner that the customer sees as an asset to reach their goals. While the duties associated with the post vary based on the requirements of the client, the following are certain common work activities listed on the Trusted Advisor Resume – advising on how to operate the business to get the needed profit, discussing financial investments, and helping with financial decisions, and assisting in mitigation of loss and risk.

These professionals share common characteristics and such include – high level of credibility; strong knowledge and expertise in the advising field; the ability to establish and maintain lasting client relationships; and the ability to manage client expectations. Most of the positions require at least a degree in the working field.

Trusted Advisor Resume example

Trusted Advisor Resume

Summary : Trusted Advisor is Supporting the highest performance and success of your business by serving as a trusted advisor, as either FTE or consultant - setting and advising direction; optimized decision making; maximizing effectiveness; providing access to my insight and contacts; building and maintaining relationships/partnerships (internal and external to the organization); providing subject/product knowledge; operations; project development and ROI - from conceptual design to physical creation and implementation.

Skills : Retail Management, Insurance, Community Outreach, Event Management, Customer Service, Performance Management, Bilingual Spanish.

Description :

    1. Established broader and deeper business entity, to compete against their major competitor, e-hail livery providers (Uber).
    2. Gained back the loss of 40% customer of client base, stem losses, reenergize fleet and it drivers, while reducing costs (30%) of operations from the 3 major NYC airports.
    3. Built business case, design program to support, continue to bring in partners to help execute.
    4. Travelled Ancillary Revenues (GuestLogix- GXI) - Toronto Open the lodging/hospitality vertical to ancillary revenue and usage of GXI.
    5. Signed on the major brands and integrate into the existing GXI ancillary service/solution.
    6. Customized insurance, LTC and retirement programs to suit individual customers, often covering a variety of risk.
    7. Tracked and reported all open change control tickets across various systems.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associate's


Trusted Advisor Resume

Summary : Trusted Advisor with 9 years of experience in Assessing risk tolerance and investment/risk-management goals to recommend solutions optimally suited to client needs, Providing sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.

Skills : Customer Service, Sales, Insurance, Insurance.

Description :

    1. Assigned and Tracked employees' task assignments to make sure they are completed in a timely manner.
    2. Maintained the Customer Relationship Management (CRM) software for all client related information.
    3. Prepared the staff and client agendas as well as transcribing the minutes.
    4. Prepared of outgoing correspondence and client forms.
    5. Deposited large amount of monies into client's investment accounts.
    6. Transferred of monies from one investment to another investment.
    7. Set up client's contributions/distributions of monies from their bank account into their investment accounts (contribution) or from their investment accounts into their bank account (distribution).
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MS


Trusted Advisor Resume

Headline : Trusted Advisor reports to the Area Retail Leader and the primary focus of this role is to build, coach, develop, lead and motivate a team that is capable of analyzing clients' needs and recommending financial solutions that create lasting client relationships. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch staff on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures and timely completion of KSAP tasks.

Skills : Microsoft Office, Data Entry, Cost Reduction.

Description :

    1. Oversaw all branch operations and supervised all employees.
    2. Provided sound financial/insurance/tax advice to clients/prospects.
    3. Developed and implemented sales plan and managed all phases of the sales cycle-from prospecting to close and follow-up support.
    4. Represented a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals.
    5. Analyzed market factors impacting datacenter and customer deployment and customer support economics.
    6. Performed ROI analysis for areas of investment and additional ad-hoc financial analysis.
    7. Performed and conducted regular audits and analysis of change control requests.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Management

Trusted Advisor Resume

Headline : Trusted Advisor with 7 years of experience in Determining customers financial services needs and prepare proposals to sell services that address these needs, Contacting prospective customers to present information and explain available services., Greeting customer and ascertain what each customer wants or needs, Describing merchandise and explain use, operation, and care of merchandise to customer.

Skills : MIcrosoft Outlook, Excel, PowerPoint, Insurance Management.

Description :

    1. Provided monthly reports on departmental stats, change control requests and environmental incidents and issues.
    2. Documented process and procedural information.
    3. Ensured strategic Portfolio plan is incorporated into business planning processes.
    4. Generated scenarios, analyses, and recommendations for the Portfolio.
    5. Worked full time as an insurance agent.
    6. Conducted initial property inspection.
    7. Increased referral business.
          Years of Experience
          Experience
          5-7 Years
          Experience Level
          Level
          Executive
          Education
          Education
          BS In Management

          Trusted Advisor Resume

          Headline : To gain long term stable employment in a positive and productive work space. I am looking for a work environment where I can continue to develop professionally, and work as a team or on my own. I believe in setting goals, daily, weekly and monthly. I am a highly motivated self starter and enjoy seeing my goals achieved. I believe in continuous personal growth and always strive to find a way to improve. I am not afraid to ask questions and enjoy learning.

          Skills : C++, Computer, Analysis, Business Development.

          Description :

            1. Held an active North Carolina Life and Health Insurance License from 2008- present.
            2. Developed and implemented sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support.
            3. Represented a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals.
            4. Hired, trained and supervised sales support staff, and create a fun and productive work environment.
            5. Consistently met and frequently exceeded the financial objectives of represented clients.
            6. Assessed risk tolerance and investment/risk-management goals to recommend solutions optimally suited to client needs.
            7. Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.
          Years of Experience
          Experience
          5-7 Years
          Experience Level
          Level
          Executive
          Education
          Education
          BS In Accounting

          Trusted Advisor Resume

          Objective : Trusted Advisor Professional qualified for Professional Sales and Communication roles, utilising proven talent in sales marketing and analysis: Recognizing as a dependable, organised individual who possesses the skills that can be used to efficiently increase the sales volume and profitability of a firm.

          Skills : Knowledge of Microsoft Office, Customer Service Experience, Finance Experience, Personable, Leadership, Typing.

          Description :

            1. Developed and implemented sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support.
            2. Represented a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals.
            3. Hired, trained and supervised sales support staff, and create a fun and productive work environment.
            4. Consistently met and frequently exceeded the financial objectives of represented clients.
            5. Assessed risk tolerance and investment/risk-management goals to recommend solutions optimally suited to client needs.
            6. Initiated an aggressive campaign of cold-calling, offering referral incentives and participating in networking events.
            7. Developed marketing strategies to compete with other insurance companies within the industry.
          Years of Experience
          Experience
          2-5 Years
          Experience Level
          Level
          Junior
          Education
          Education
          MS

          Trusted Advisor Resume

          Summary : Outstanding Trusted Advisor professional with over 11 years of successful experience in developing client relationships and referral networks. Deliver exceptional results in business and consumer targets through business development and strategic planning. Demonstrate exceptional sales ability and strong interpersonal skills with persuasive, positive and confident approach.

          Skills : Cash handling experience, Key holding, Scheduling, Coaching, Implementing plans with my team members 60 wpm, Retail sales, Inventory Management, Performance Management, Proficient in Microsoft PowerPoint, Excel, Access, and Word.

          Description :

            1. Handled AT&T customer questions, complaints, and billing inquiries with the highest degree of courtesy and professionalism to resolve customer issues with one call resolution.
            2. Communicated with customers using web-based tools and demonstrate proficiency in typing and grammar.
            3. Offered alternative solutions where appropriate with the objective of retaining customer's business.
            4. Handled business transactions in connection with activation of new customer accounts on a computer terminal.
            5. Responsible for improving customer retention through programs and service provided to the customer.
            6. Continually maintained working knowledge of all company products, services and promotions, and AT&T practices and operations.
            7. Made recommendations on features, accessories, upgrades and rate plans according to customer's needs.
          Years of Experience
          Experience
          10+ Years
          Experience Level
          Level
          Senior
          Education
          Education
          Diploma In Education

          Trusted Advisor Resume

          Objective : Obtain a Trusted Advisor position in a technology driven environment. I plan to use and maximize my Business Analytics experience, Scrum Master experience, Microsoft Certified Solutions Developer: Applications Lifecycle Management education, Technical / IT Project Management experience, and Software Testing experience, in a fun, and fast-paced technology environment.

          Skills : Microsoft Office Suite, Team Foundation Server, Scrum, Scrum Master, Agile, It Project Management, MCSD: Application Lifecycle Mangement.

          Description :

            1. Worked in the customer service field as a sales representative.
            2. Dealt with different kinds of people every day.
            3. Often completed my sales goals for the month and developed strong & fun relationships with all of my co-workers.
            4. Maintained numerous client relationships throughout my time at AT&T.
            5. Had at least 50 repeat customers while I worked there.
            6. Met sales goals almost every month, which equated to over $3000 in products.
            7. Self managed the store when I was the only worker, and this happened more than half of my workweek for my entire duration of employment at AT&T.
          Years of Experience
          Experience
          2-5 Years
          Experience Level
          Level
          Executive
          Education
          Education
          BA

          Trusted Advisor Resume

          Objective : Trusted Advisor with 2 years of experience in Providing fast friendly and courteous customer service Commissioned sales representing strong customer based skill sets Opening and closing of store, Ensuring all customers' needs are met Develop new personal and business accounts Maintain knowledge of all the latest technology and current inventory .

          Skills : Customer Service, Logistics, Receiving, Sales.

          Description :

            1. Able to apply all that I knew from the call center and apply it to the sales portion of the company.
            2. Learned multiple ways to talk and position things such as add a lines to customers in ways they would pursue our company.
            3. Received commission for the new lines I was able to obtain on a monthly basis.
            4. Hit my commission goal my first two months on commission.
            5. Learned how to view things from the sales side by using Datascape software to apply payments to bills for customer and Eroes software to change plans, phones, and features for customers.
            6. Helped customers make decisions on plans and features based on the account analysis taken from their account.
            7. Recorded keeping Account maintenance Handling cash transactions Store maintenance Placing and receiving shipment orders High volume calls Heavy pc .
          Years of Experience
          Experience
          2-5 Years
          Experience Level
          Level
          Executive
          Education
          Education
          MS

          Trusted Advisor Resume

          Summary : Accomplished client, program and resource manager Strengths include: Extensive client/account management experience within multiple verticals including automotive, manufacturing, food & beverage, financial, pharmaceuticals and retail 17 years consulting experience executing and maintaining IT solutions within manufacturing industry.

          Skills : Sdlc, Project Management, Agile, Cloud Computing, Soa, Enterprise Architecture, Systems Integration, Systems Engineering.

          Description :

            1. Drived end-to-end performance and outcomes for the public sector mission areas.
            2. Led cost containment efforts to successfully bend cost curves.
            3. Managed cost constraints and acquisitions for sponsors challenged by budget cuts.
            4. Transformed business operations by shaping agile strategies and processes to ensure that healthcare consumers have a positive online experience with the Affordable Care Act Marketplace and CMS websites.
            5. Pioneered cloud-based solution that centralized Veteran Affairs' (VA) enterprise capital construction and facilities management for its 1500+ establishments, after VA failed in its prior 3 attempts (within 9 months).
            6. Provided corrective actions to address VA DepSec's priority of timely obligation of operating plan budget ($800M) rather than losing it back to Congress (achieved economies of scale within 2 months).
            7. Made process improvements to achieve and maintain accountability for VA's 1000+ complex systems (including VISTA), leading to 28% advancement in maturing VA's enterprise architecture (within 10 weeks).
          Years of Experience
          Experience
          10+ Years
          Experience Level
          Level
          Senior
          Education
          Education
          M.S. In Mechanical Engineering