Financial Representative

Writing a great financial representative resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

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If you're looking for inspiration when it comes to drafting your own financial representative resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the financial representative job you're after.

Resume samples

Ishi Hofland

ishi.hofland@gmail.com | (192) 773-8186 | Portland, OR

Summary


Experience


Financial Representative at Northwestern Mutual, ORJun 2022 - Present

  • Achieved top sales in the company for 3 consecutive years (2017, 2018, 2019).
  • Grew client base by 20% every year for 4 years straight (2016-2019).
  • Closed $10 million in new business deals in 2019.
  • Exceeded quarterly targets by an average of 15% over a period of 2 years (2018-2019).
  • Generated $1.5 million in revenue from referrals in 2018.

Senior Financial Representative at Edward Jones, ORAug 2018 - Apr 2022

  • Negotiated and closed $2 billion in loans with various financial institutions.
  • Developed and implemented a new accounting system that improved efficiency by 30%.
  • Trained and supervised a team of 4 junior accountants.
  • Led an audit of the company’s finances which uncovered $1 million in savings.
  • Negotiated a new lease for the company which saved 20% on rent costs.
  • Presented at 3 national conferences on best practices in financial management.

Lead Financial Representative at Merrill Lynch, ORAug 2012 - Jun 2018

  • Led a team of 5 financial representatives and increased sales by 15%.
  • Grew client base by 20% through effective networking and relationship building.
  • Exceeded quarterly targets by 25%.
  • Negotiated favorable terms with vendors, resulting in 10% cost savings.
  • Developed new training program for junior staff which improved performance by 30%.
  • Authored company white paper on best practices in financial planning.

Education


Bachelor of Science in Finance at University of OregonAug 2008 - May 2012

I have learned how to manage money, how to invest, and how to save.

Skills


  • Financial analysis
  • Investment planning
  • Retirement planning
  • Taxation
  • Estate planning
  • Insurance

Rona Picklo

rona.picklo@gmail.com | (923) 798-3066 | Salt Lake City, UT

Summary


Experience


Financial Representative at State Farm, UTMay 2022 - Present

  • Achieved personal sales goals, resulting in a 5% increase in overall company revenue.
  • Exceeded weekly call quotas by an average of 20%, leading to increased client acquisition and retention rates.
  • Demonstrated expert knowledge of financial products and services during initial consultations with potential clients, 80% of whom signed on as full-service customers.
  • Negotiated lower interest rates for 3 major corporate clients, saving the companies a combined total of $250,000 over the course of 12 months.
  • Successfully completed Series 7 and 63 exams.

Senior Financial Representative at New York Life, UTJul 2018 - Mar 2022

  • Achieved quarterly sales goals for 3 consecutive years.
  • Grew client base by 20% in first year.
  • Successfully managed a team of 5 financial representatives.
  • Exceeded annual targets by 15%.
  • Consistently ranked in top 10% of company.

Lead Financial Representative at Northwestern Mutual, UTSep 2012 - Jun 2018

  • Successfully managed a team of 5 financial representatives.
  • Achieved quarterly targets for the team by an average of 15%.
  • Successfully developed and implemented new strategies that increased productivity by 20%.
  • Trained and mentored 2 junior financial representatives, resulting in them achieving their targets within 3 months.
  • Received recognition from upper management for exemplary performance.

Education


Bachelor of Science in Finance at Brigham Young UniversitySep 2007 - May 2012

Some skills I've learned are financial analysis, Excel, and presentation skills.

Skills


  • Financial analysis
  • Investment planning
  • Tax law
  • Retirement planning
  • Estate planning
  • Insurance products

Adonica Hasselbacher

adonica.hasselbacher@gmail.com | (298) 303-2486 | Dallas, TX

Summary


I have over 4 years of experience as a Financial Representative. I am skilled in managing finances, investments, and insurance policies. I have a strong understanding of financial planning principles and practices. I am able to provide comprehensive financial advice to clients. I am also experienced in handling customer inquiries and complaints effectively.

Experience


Financial Representative at Prudential, IDMay 2022 - Present

  • I increased my client base by 25% in one year.
  • I generated $2 million in new revenue for the company.
  • I created and implemented a new financial planning strategy that saved clients an average of 20% on their taxes.
  • I developed a new investment portfolio that outperformed the market by 10%.
  • I was named "Financial Representative of the Year" by my peers.

Associate Financial Representative at Merrill Lynch, IDJul 2018 - Apr 2022

  • Achieved top sales in the company for 3 consecutive months.
  • Helped 10 clients save an average of $5,000 per year on their taxes.
  • Grew client base by 20% through effective networking and relationship building.
  • Negotiated lower interest rates for 5 clients, saving them a total of $2,500 per year.
  • Successfully completed training to become a certified financial planner.
  • Assisted in developing new marketing materials that led to a 25% increase in web traffic.

Education


Bachelor of Science in Finance at University of California, BerkeleyAug 2014 - May 2018

I learned how to read and analyze financial statements, how to value companies and securities, and how to make investment decisions.

Skills


  • Financial analysis
  • Investment planning
  • Retirement planning
  • Taxation
  • Insurance
  • Estate Planning
  • Risk Management