Financial Sales Consultant Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:


Looking for a finance sales consultant position with “Fisher Bank,” and help customers invest wisely and earn maximum returns on their investment.

Summary of Skills:

  • Experienced in performing money money management for different types of clients
  • Excellent knowledge of banking and investment products
  • Strong analytical, organizational, and communication skills
  • Superior understanding of market trends and decision making skills
  • Ability to influence clients and negotiate business plans
  • Ability to create sales presentations and metrics

Work Experience:

Financial Sales Consultant
Diamond Financial Services, Elwin, IL
October 2014 – Present

  • Marketing financial products and plans and making certain the organization achieves its set targets
  • Researching markets and reviewing the market behavior to estimate the financial trends, fluctuations and identify the opportunities
  • Developing lucrative marketing plans to attract more clientele and promoting existing and new financial offers
  • Preparing special financial plans for children’s education, college funding, savings and investment plans and retirement plans
  • Drafting accounting reports and maintaining records of the revenue, expenditure and losses related to all financial sales transactions
  • Delivering training to the new employees of the organization

Financial Sales Consultant
GHI Financial Consultancy, Elwin, IL
February 2013 – September 2014


  • Interacted with customers and informed them about the available financial services, their features and benefits
  • Interpreted individual customer’s requirements and drafted proposal letters that addresses the needs of the clients
  • Designed flexible investment plans suitable to the needs and financial capacities of all clients and advised them to choose most suitable plan
  • Drafted and verified different documents relating to financial plans and maintained records for future references
  • Monitored the competition in the market for financial products and made relevant changes to the marketing strategy
  • Coordinated activities between the management and the clients and facilitated quick transactions

Education:

  • Bachelor’s Degree in Finance Management
    ABC University, Elwin, IL
    2012

Reference:

On request.