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xxx-xxx-xxxx                                                                                       abc@xyz.com

 

 

Career Objective                                                                                            

Versatile, results-focused professional eager to contribute dynamic sales, operations management and interpersonal relation talents toward actively supporting a progressive company in optimizing performance

 

Profile                                                                                                              

Ø  Offer approximately 10 years progressive experience in the financial services industry, including extensive experience in customer service, with comprehensive sales and marketing background.

Ø  Effectively define, develop and implement targeted action plans to maximize operational productivity, efficiency and profitability.

Ø  Dynamic communication, presentation, relationship building and problem-solving skills.

Ø  Excel at interacting with broad populations including senior management, sales and customer service staff as well as clients and external contractors.

Ø  Proven ability to meet deadlines, elicit cooperation and gain commitment in a team-oriented environment.

 

Professional Experience                                                                               

Legacy Planning Group, Inc                                                                                           2007-Present

Director of Operations

  Contribute dynamic leadership skills in managing all aspects of daily operations ranging from coordinating marketing materials and scheduling meetings to performing clerical activities and travel arrangements.

  Apply industry expertise and strong communication talents toward acting as first point of contact in responding to customer inquiries, troubleshooting problems and delivering product/service education.

 

AIG American General                                                                                                    1999-2007

Marketing Consultant/Sales Support (2003-2007)

  Demonstrated exceptional sales and interpersonal relation abilities in following up on leads and building key relationships with producers.

  Proficiently planned, organized and implemented efficient consumer support framework systems.

  Innovatively designed and engineered staff training software, with strong focus on optimizing productivity and efficiency.

Annuity Analyst (2000-2003)

  Conducted comprehensive review and analyses in maintaining variable annuity accounts through disbursement of funds, research, & problem solving to ensure compliance with SEC & NASD regulations.

  Resourcefully compiled and created targeted policies supporting enterprise-wide operations.

Client Service Professional (1999-2000)

  Proactively established key relationships and liaised with management, staff and clients.

  Successfully promoted superior service and exceptional customer satisfaction by promptly resolving issues and preventing escalation.

 

Central United Life Insurance Company                                                                           1997-1999

Policyholder Services Department  

  Strategically reorganized and improved office systems to maximize performance.

  Maintained full accountability for providing excellent customer service to producers and clients by answering questions and resolving issues.

 

Education & Licensure                                                                                   

Bachelor of Science - Stephen F Austin State University (Nacogdoches, TX), 1993-1997

Series 6, Group I Licenses

 

 

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Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

From supporting high performance teams and facilitating superior client servicing to streamlining operations and executing proactive sales processes/procedures, I have continually excelled in maximizing performance as a dynamic team member.  I excel in identifying and resolving inefficiencies, introducing solutions instrumental to boosting performance and strategically utilizing resources to generate optimal results.  As illustrated by my career background, I have continually advanced in the financial services industry, assuming increasing levels of responsibility.  I also possess strong communication skills vital to determining and responding to customer needs and forging proactive relationships. 

 

As a member of your staff, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  I am confident that I could be a valuable asset to your firm, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

 

Yyyyyy x. yyyyyy

Yyyyyy x. yyyyyy                                     0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx                                                                                       abc@xyz.com

 

 

 

 

 

 

 

Date

 

 

 

Contact Name

Company Name

Address

City/State/Zip Code

 

 

 

Dear _______________________________:

 

I would like to thank you for providing me the opportunity to interview with you and discuss the exciting (TITLE OF POSITION APPLYING FOR) position currently available with your company.  Having gained a deeper insight into the job requirements and your objectives, I am confident you will find me a valuable asset in achieving your goals.

 

As discussed, I am an enthusiastic, disciplined team player eager to launch a successful career as a dedicated member of your staff.  I believe you will find my dynamic (LIST A FEW SKILLS/QUALIFICATIONS RELEVANT TO THE POSITION) skills vital to your operations and look forward to contributing to your success.

 

Should you have any additional questions, or to discuss future employment opportunities, please feel free to contact me at your earliest convenience.  Again, thank you for the enlightening interview.  I look forward to your response.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy