Patricia Hamel
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.
Financial Sales Assistant, December 2009 – May 2015
Company Name – City, State
Sales Associate, June 2003 – December 2009
Company Name, City, State
2003 Bachelor of Science, Finance
Bashley College – City, State
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
Company Name – City, State
- 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
Company Name, City, State
- 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 – City, State