Financial Services Representative

Writing a great financial services 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 services 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 services representative job you're after.

Resume samples

Marvelyn Ziegelman

marvelyn.ziegelman@gmail.com | (362) 611-8098 | Bloomington, MN

Summary


I am a Financial Services Representative with three years of experience in the industry. I have worked with clients from all walks of life, and have been able to help them reach their financial goals. I pride myself on being able to build relationships with my clients, and on providing them with the best possible service.

Experience


Financial Services Representative at American Express, MNMay 2022 - Present

  • Achieved daily sales goals for 3 consecutive months.
  • Exceeded monthly new customer acquisition goal by 10%.
  • Consistently ranked in top 5 of 20 financial services representatives in terms of performance.
  • Successfully upsold additional products and services to 80% of customers.
  • Generated $100,000+ in revenue through product sales.

Financial Services Representative II at Edward Jones, MNAug 2019 - Apr 2022

  • Achieved a 97% satisfaction rating from customers surveyed in 2018.
  • Exceeded quarterly sales goals by an average of 15% over a 3-year period.
  • Successfully completed 10 complex financial analysis projects for high-profile clients.
  • Trained and mentored 4 new Financial Services Representatives.
  • Recognized by management as Employee of the Month 3 times.

Education


High School Diploma at Rosemount High School, Rosemount, MNAug 2015 - May 2019

I've learned how to study for and take tests, how to do research, and how to write papers.

Skills


  • Financial analysis
  • Financial planning
  • Investment strategies
  • Retirement planning
  • Tax law and regulations
  • Insurance products

Ivie Federman

ivie.federman@gmail.com | (797) 519-4742 | Salt Lake City, UT

Summary


I have over 3 years of experience working as a Financial Services Representative. In this role, I provided excellent customer service while providing accurate and timely information about products and services to clients. I was also responsible for processing transactions accurately and efficiently. Additionally, I provided support to other team members when needed. My strong organizational skills allowed me to maintain a high level of accuracy in my work, which contributed to the success of the team.

Experience


Financial Services Representative at State Farm, UTJun 2022 - Present

  • Provided excellent customer service, leading to a 97% satisfaction rating.
  • Actively upsold products and services to customers, resulting in an increase of $2 million in annual revenue.
  • Demonstrated expert knowledge of financial products and services, contributing to a 10% increase in sales.
  • Exceeded performance expectations by completing tasks 20% faster than required.
  • Maintained accurate records for all transactions processed.
  • Consistently provided helpful and friendly assistance to co-workers.

Financial Services Representative II at Edward Jones, UTSep 2019 - Apr 2022

  • Achieved a 95% customer satisfaction rating.
  • Exceeded monthly targets by an average of 20%.
  • Successfully completed all mandatory compliance training within the required timeframe.
  • Completed over 150 hours of additional voluntary training in financial services and products.
  • Assisted with the development and implementation of new policies and procedures for the department.
  • Led team-building exercises for new employees.

Education


High School Diploma at Skyline High School, UTAug 2014 - May 2019

I've learned how to communicate with people, how to work in a team, and how to be organized.

Skills


  • Financial analysis
  • Financial modeling
  • Excel
  • PowerPoint
  • Word
  • Customer service

Cleopatra Tilt

cleopatra.tilt@gmail.com | (397) 525-6034 | 924 W Randolph St, Chicago, IL 60607

Summary


I am a Financial Services Representative with over 3 years of experience in the industry. I have worked with clients of all backgrounds and levels of financial need, and have provided them with quality service throughout. I possess excellent customer service skills, as well as strong communication and organizational skills. In addition to these strengths, I also have an in-depth knowledge of various financial products and services available on the market today. This combination of skills has allowed me to successfully meet the needs of my clients while providing them with sound financial advice.

Experience


Financial Services Representative at AIG, ILJun 2022 - Present

  • Achieved daily sales goals for 3 consecutive months.
  • Exceeded quarterly new client acquisition goal by 15%.
  • Grew assets under management (AUM) by $2M in first year.
  • Successfully completed Series 7 and 63 exams.
  • Demonstrated expert knowledge of investment products and services to clients.
  • Built strong relationships with clients, leading to repeat business.

Financial Services Representative II at Allstate, ILAug 2019 - Apr 2022

  • Exceeded goals for new account acquisition, averaging 20% above target over a 6-month period.
  • Grew book of business by cross-selling additional products and services to existing clients, generating an average revenue increase of 15% per client.
  • Successfully completed FINRA Series 7 and 63 exams to become licensed Financial Services Representative.
  • Demonstrated expertise in investment analysis and portfolio management, leading to selection as team lead on high-profile projects.
  • Recognized by upper management for outstanding performance in sales volume, customer satisfaction ratings, and quality of work product.

Education


High School Diploma at Highland Park High School, ILSep 2015 - May 2019

I have learned how to study for exams, how to do research, and how to write papers.

Skills


  • Financial analysis
  • Financial planning
  • Budgeting
  • Tax preparation
  • Investment strategies
  • Retirement planning
  • Insurance