yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

phone: (xxx-xxx-xxxx

abc@xyz.com

 

objective

 

seeking opportunity as branch office administrator for edward jones, where exceptional client relations expertise, outstanding administrative talents, and exemplary organizational strengths will make an immediate and positive impact.

 

key qualifications

 

        resourceful, hard-working and efficient self-starter and multi-tasker who easily adapts to different roles, responsibilities, technologies/software, and environments; keen interest in and aptitude for financial services industry.

        perform effectively under pressure, gracefully balancing competing priorities.

        possess an outstanding blend of analytical, interpersonal, communication, and relationship-building skills.

        self-directed and dependable; capably work autonomously without supervision.

        demonstrate strong initiative by creating and executing administrative procedures to eliminate redundancy, streamline and expedite daily operations, and minimize expenses.

        adeptness in client relationship management, appointment setting, file management, scheduling/calendar management, and bookkeeping.

        exemplary critical thinking, planning and problem solving capabilities; excel in establishing immediate rapport with clients and delivering consistently superlative service and attention.

 

professional experience

 

allstate insurance, mesa, az, 2008 to present

sales agent c property and casualty insurance

         proficiently navigate the complete sales cycle by prospecting for new clients, scheduling appointments, meeting with prospects, and administering contracts for property and casualty (p&c) insurance policies.

 

cardon development group, mesa, az, 2008

office administrator

         spearheaded full spectrum of administrative functions, closely cooperating with project managers, payroll, accounts payable, and office support personnel. 

         in less than 4 months, updated and balanced financial records neglected for over a year, earning excellent praise from cpa and banker.

 

continued ►

yyyyyy x. yyyyyy ~ page 2 of 2

 

professional experience continued

 

harral institute, inc., mesa, az, 1998 to 2008

co-owner / partner, consultant

         played a vital role in building, launching and operating successful consulting business.

         effectively managed broad scope of responsibilities encompassing marketing, product development, office administration, and travel/site arrangements.

         demonstrated sharp accounting expertise in handling bookkeeping functions, budget administration, and expense tracking.

 

silver oak insurance agency, inc., mesa, az, 1981 to 1998

insurance sales agent & manager c property, casualty, life, and variable annuities

         launched insurance agency from the ground up with accountability for new business development, marketing, contract administration, client relations, and daily business management. 

         hired and assembled team of 12 qualified sales representatives, exhibiting exceptional motivational and leadership attributes to lead staff to peak performance.

         obtained series 26 license (supervisory principal).

 

education, licensure & professional development  

 

numerous finance-related seminars and workshops

 

gerber business development corporation

 

completed various courses in business, marketing, advertising, customer relations, and bookkeeping, gateway community college, phoenix, az 

 

securities license series 7 & 63, arizona school of securities, scottsdale, az

 

series 26 license

 

completed various courses in business, real estate financing, and insurance and business calculations, mesa community college, mesa, az

 

h&r block tax preparation course, mesa, az

 

real estate license, arizona school of real estate, scottsdale, az

 

insurance courses certification, michigan state university, lansing, mi