Financial Sales Consultant Resume
A financial sales consultant's role is to guide clients in taking suitable investment decisions based on their financial objectives. He may work with a finance consultancy firm and meet corporate and individuals clients to and offer them advices related to finance. The services and skills of the person may also be utilized by banks to sell theirs products such as stocks, bonds, insurance, and other policies. In the banking sector, the role of the consultant will be so diverse. Each day on the job will be different, stressful, and full of activities. The job will not be limited to just selling, but also to ensure maximum returns for clients on their investment as well as profit for the setting.
Financial Sales Consultant Resume Example
Robert M. Hines
1991 Spring Street
Elwin, IL 62521
Phone: 217-865-0823
Email: rmhines@example.com
Career Objective:
Looking for a finance sales consultant position with “Fisher Bank,” and help customers invest wisely and earn maximum returns on their investment.
Summary of Skills:
- Experienced in performing money money management for different types of clients
- Excellent knowledge of banking and investment products
- Strong analytical, organizational, and communication skills
- Superior understanding of market trends and decision making skills
- Ability to influence clients and negotiate business plans
- Ability to create sales presentations and metrics
Work Experience:
Financial Sales Consultant
Diamond Financial Services, Elwin, IL
October 2014 - Present
- Marketing financial products and plans and making certain the organization achieves its set targets
- Researching markets and reviewing the market behavior to estimate the financial trends, fluctuations and identify the opportunities
- Developing lucrative marketing plans to attract more clientele and promoting existing and new financial offers
- Preparing special financial plans for children's education, college funding, savings and investment plans and retirement plans
- Drafting accounting reports and maintaining records of the revenue, expenditure and losses related to all financial sales transactions
- Delivering training to the new employees of the organization
Financial Sales Consultant
GHI Financial Consultancy, Elwin, IL
February 2013 - September 2014
- Interacted with customers and informed them about the available financial services, their features and benefits
- Interpreted individual customer's requirements and drafted proposal letters that addresses the needs of the clients
- Designed flexible investment plans suitable to the needs and financial capacities of all clients and advised them to choose most suitable plan
- Drafted and verified different documents relating to financial plans and maintained records for future references
- Monitored the competition in the market for financial products and made relevant changes to the marketing strategy
- Coordinated activities between the management and the clients and facilitated quick transactions
Education:
- Bachelor's Degree in Finance Management
ABC University, Elwin, IL
2012
Reference:
On request.
