yyyyyy x. yyyyyy         6044 e. lovers lane, #0000 xxxxxx xxxx , xxxx , xxxxx 00000

                                                                                                                                         xxx-xxx-xxxx

                                                                                                                                       abc@xyz.com

objective

senior finance and investment professional seeking to utilize extensive professional experience, excellent managerial capabilities and developed analytical skill sets in a challenging assignment.

 

career profile

ø  20 years of career experience with the latest 14 in the financial management, securities and investment sectors.

ø  award-winner for outstanding sales and service.

ø  expertise in team building and the recruitment/development of securities sales personnel.

ø  adept in new office rollouts and new territory development.

ø  bachelor of science degree.

ø  holder of series 6, 63 and 26 licenses.

ø  texas life and health insurance license.

ø  record of progression to assignments of increasing authority and responsibility

ø  responsible for broad oversight of investments in a high-volume environment.

ø  comprehensive grasp of internal operations and coordinating multiple departments.

ø  focus on productivity enhancement and meaningful cost control.

ø  ability to consistently achieve stringent p&l objectives.

 

professional experience

bankers life and casualty, dallas, tx                                                                             2010 c present

unit supervisor and financial analyst

       tasked to recruit and build agent team.

       additionally, train/develop established agents in security product sales, annuities and major life insurance cases.

       manage, mentor and direct a team of 13 agents.

       meet/exceed organizational objectives on a consistent basis.

 

principal financial group, mount pleasant, sc                                                                      2009 c 2010

assistant managing director

       retained to provide critical support to managing director in new agent recruitment and local office management.

       launched new greenville, sc, office including agent staffing and administrative personnel.

 

mass mutual financial group, mount pleasant, sc                                                                2008 c 2009

sales manager

       responsible for wide-ranging recruitment, training and business development.

       achieved 100% retention rate for group of nine new agents recruited.

       initiated and launched well-received training program/agent mentoring system.

       facilitated joint case work with new agents including training covering sales processes, financial planning systems/technology, marketing and referrals.

       attained mdrt through sales achievements.

 

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everson financial llc, morgantown, wv                                                                            2002 c 2008

owner/principal

       successfully started up and ran this financial and insurance product venture.

       spearheaded all sales and marketing initiatives.

       recruited, trained and developed successful agents.

       oversaw compliance management, quality control and marketing plan development for all sub-agents.

       attained 95% retention rate for staff of 12 agents, all qualifying for mdrt.

       million dollar round table award and leaders club award for exceptional sales and service.

 

ohio national life, morgantown, wv                                                                                    2000 c 2002

registered representative

       hired to perform sales of financial and insurance products.

       successfully built client base and achieved leaders club for exceptional sales/service.

       million dollar round table award.

 

guardian life insurance, morgantown, wv                                                                            1997 c 2000

agent

       initial position in financial services sector selling financial and insurance products and building client base.

 

 

earlier background

supervisor, federal bureau of prisons, beckley, wv, and aerospace psychology specialist, united states air force, lubbock, tx.  in these assignments gained expertise in supervision, safety, emergency response and psychological effects of flight.  recipient of multiple airman of the quarter awards and selected for senior airman below the zone, an early promotion for exceptional performance.  completed college education through night classes while working air force specialty.

 

education

wayland baptist university, lubbock, tx

bachelor of science

gpa: 3.5

 

 

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