Financial Sales Assistant Resume Example

The building blocks to a lucrative financial sales career carry their own benefits and excitement. To grow your financial career, you need to develop the proper skills that will allow you to help people solve their financial problems. To advance your career, your Financial Sales Assistant resume template needs to show your high level of dedication and customer service.

Resume Template for Financial Sales Assistant

Patricia Hamel

Professional Summary

Responsible Financial Sales Assistant that is certified to close financial agreements when needed. Develops success by being a valuable part of a good team, working closely with sales professionals to meet customer needs and maintaining regular contact with the customers that require it. Believes that the financial sales industry offers services that are critical to the future of every person and corporation.

Core Qualifications

• Series 7 Sales Licensed
• Life & Health Sales Certified
• Financial Product Management
• Client Development
• Information & File Management
• Outside & Inside Sales

Experience

Financial Sales Assistant, December 2009 – May 2015
Grate Financial Advisors – New Cityland, CA

• Worked primarily with the business consulting team to help develop long-term business protection plans
• Responsible for maintaining all incoming and outgoing correspondence as well as the daily meeting and appointment schedule
• Created and distributed custom marketing pieces to several clients on a monthly basis

Sales Associate, June 2003 – December 2009
Henry Financial Experts – New Cityland, CA

• Responsible for taking all incoming client calls and distributing messages to the appropriate people
• Assisted in reviewing marketing material before it was sent to clients
• Sat in on client meetings and offered suggestions

Education

2003 Bachelor of Science, Finance
Bashley College – New Cityland, CA