Financial Sales Representative Resume Samples
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Financial Sales Representative Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the financial sales representative job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
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MC
M Corwin
Mohammed
Corwin
3845 Dereck Tunnel
Philadelphia
PA
+1 (555) 320 3098
3845 Dereck Tunnel
Philadelphia
PA
Phone
p
+1 (555) 320 3098
Experience
Experience
Phoenix, AZ
Financial Sales Representative
Phoenix, AZ
Kutch-Feest
Phoenix, AZ
Financial Sales Representative
- Manage your sales funnel and research businesses within your pipeline
- Up to 1 month of PTO within your 1st year
- Competitive benefits package
- Tuition Reimbursement after just 2 months of employment
- Close the sale and move on to your next opportunity
- Unlimited career pathing opportunities
- Demonstrates knowledge of Lincoln's products
Detroit, MI
Financial Services Sales Representative
Detroit, MI
Goyette-Schmeler
Detroit, MI
Financial Services Sales Representative
- Provides product and illustration sales support
- Fields inbound calls from Lincoln Toll Free lines
- Resolves client concerns
- Responds to voicemail/email broker requests
- Fulfills literature requests
- Phone Sales and Support
- Maintains integrity of broker database
present
Chicago, IL
Consumer Lending Sales Representative Onemain Financial
Chicago, IL
Lang and Sons
present
Chicago, IL
Consumer Lending Sales Representative Onemain Financial
present
- Manage collection activities including processing payments and consulting with customers on loan payments for past due accounts
- Work as an individual contributor and as part of a team to achieve business/organizational goals
- Provide exceptional service to ensure customer satisfaction and a continued relationship with OneMain Financial
- Work directly with customers through the entire lending cycle from loan application to loan closing
- Willingness to work flexible hours which may include some early evenings and some Saturday hours
- Consult with customers about their financial and personal objectives and offer loan solutions to help them achieve their goals
- Ensure that all lending documents and processes are completed per internal policies /processes
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Loyola University Chicago
Bachelor’s Degree in Finance
Skills
Skills
- Demonstrates knowledge of Lincoln's products
- Identifies client situation and present options available
- Fulfills literature requests
- Resolves client concerns
- Responds to voicemail/email broker requests
- Fields inbound calls from Lincoln Toll Free lines
- Participates in team meetings and training programs
- Provides product and illustration sales support
- Maintains integrity of broker database
- Phone Sales and Support
4 Financial Sales Representative resume templates
Read our complete resume writing guides
1
Consumer Lending Sales Representative Onemain Financial Resume Examples & Samples
- Part time - up to 30 hours per week
- Flexible schedule available
- Full benefits package available!
2
Financial & Operational Performance Management Specialty Sales Representative Resume Examples & Samples
- At least 3 years experience in enterprise sales with companies such as IBM, Oracle, SAP, and Anaplan
- At least 3 years experience in selling to the Office of Finance, or working in the Office of Finance
- At least 5 years experience in selling enterprise applications in a complex environment
3
Citifinancial Consumer Financial Sales Representative Resume Examples & Samples
- 18+ years old
- First year of undergraduate university studies in business administration, sales or a related field with basic knowledge of accounting
- Previous experience in sales, customer service, volunteer or extra-curricular activities will be a significant asset
4
Financial Product Analytics & Sales Representative Resume Examples & Samples
- Construct a relative comparison sheet for a research analyst
- Advise a portfolio manager on how to use our risk management tools
- Provide liquidity analysis solutions to a trader; and
- More!
5
Citifinancial Consumer Financial Sales Representative Resume Examples & Samples
- Familiarity with PC-like hardware/software
- Must be able to read and speak fluently in both English and French
- Successful candidate will be required to complete a series of background checks including criminal, education and employment verifications
6
Financial Services Sales Representative Resume Examples & Samples
- Phone Sales and Support
- Provides product and illustration sales support
- Fields inbound calls from Lincoln Toll Free lines
- Resolves client concerns
- Responds to voicemail/email broker requests
- Fulfills literature requests
- Participates in team meetings and training programs
- Identifies client situation and present options available
- Maintains integrity of broker database
- Demonstrates knowledge of Lincoln's products
- 0-1+ years of experience in Sales that directly aligns with the specific responsibilities for this position
- Education, experience and/or proficiency in Customer Service or Sales
- A demonstrated track record of consistently meeting and/or exceeding performance expectations
- Possesses a bias for action and avoids workplace distractions
- Drives performance targets to completion
7
Hardware Sales Representative Financial Services Resume Examples & Samples
- Proven storage sales experience, managing accounts for at least 2 years
- Successful sales track record in storage and understanding of sales trends / market segments
- Excellent communications and negotiation skills to progress and close sales
- Ability to provide detailed information on sales opportunities, demonstrating courage to provide accurate and predictable forecasts
- Relate a proposal in terms of customer value and impact
- A detailed knowledge of the following storage technologies and solutions in each area
- SAN
- Archiving
- SRM
- Storage Virtualisation
8
Terex Financial Services Sales Representative Resume Examples & Samples
- Interact with equipment sales, operations, finance team members and customers on a daily basis
- Develop quarterly account plans for key customers
- Investigate, research and understand customer base and distribution methodology
- Utilize Salesforce.com and weekly regional meetings to proactively establish credit lines for key customers / prospects
- Understand and identify customer needs through a consultative sales approach
- Establish customer relationships and educate customers on options for leasing solutions and best practice for utilizing different financing options
- Gather credit information on customers, prepare credit packages
- Work with AWP and TFS team members to close finance transactions timely to improve Net Working Capital
- Evaluate success by measuring finance volume, new customer growth, TFS penetration and incremental sales
- Attend industry trade shows; accompany product sales teams to present and sell the benefits of using TFS as a solution to finance needs
- Develop training tools for equipment sales force to broaden finance knowledge
- Prepare and delivery timely and accurate reporting / forecasting to TFS management
- Maximize usage of Terex systems and data available to drive accurate and timely decisions
- Bachelor's degree in Accounting, Finance, or Economics, or pertinent degree
- 5+ years of experience in sales, in leasing/asset finance or operations
- 5+ years of working both with dealers/channel partners and end customers
- 5+ years of experience presenting and managing deal activity
- Captive or vendor financing preferred
- Good understanding of lease and loan structuring and credit underwriting policies and procedures
- Self-motivated, high energy, and enduring positive attitude
- Ability to work in a less structured environment with changing priorities
- Proficient using financial calculators and structuring lease and finance transactions
- Proficient computer and internet skills, including familiarity with Microsoft Word and Excel
- Customer focused
- Action oriented
- Excellent verbal, written, and listening skills
- Ability to influence at all levels
- Highest level of integrity, honesty, and trust
- Business acumen
- Perseverance
9
Financial Sales Representative Resume Examples & Samples
- Performs all functions of Personal Banker
- Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them
- Handles other services, such as stop payments, wire transfers, etc
- Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices
- Education: High School Diploma
- Experience: Minimum of 18 months experience Customer Service/Sales experience
10
Floating Financial Sales Representative Resume Examples & Samples
- Opens new deposit accounts and understands the financial services offered by the bank. This includes knowing the features and benefits, rules, regulations, pricing, and a simple definition of each service. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits
- Serve customers quickly, accurately, efficiently, and confidentially according to Customer Service Standards Manual. Takes a personal interest in each individual customer, making an attempt to establish rapport and looking for ways to help
- Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services
- Is knowledgeable of financial services offered by the bank
- Shows sincere appreciation for each customer’s time and business. Gives business card if not already given
- Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed
- Presents a neat and professional personal appearance, in accordance with bank policy
- Maintains a neat, orderly and attractive work area. Desk should be maintained at the uniform standard
- Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act
- Presents a neat and professional personal appearance and orderly work area
- Knowledge: Previous banking experience preferred, Good PC skills, Strong organizational skills, ability to read, write and speak English, ability to analyze and solve problems
11
Applications Sales Representative IV HCM West Financial Services Resume Examples & Samples
- The Sr. Rep will be calling on Named Enterprise accounts for Western Region Financial Services Companies
- Full Suite Cloud Sales
- Experience with Enterprise Cloud Deals
- HCM
12
Financial Sales Representative Resume Examples & Samples
- Manage your sales funnel and research businesses within your pipeline
- Conduct professional calls to company executives to uncover their needs and sell a solution that effectively manages their business expenses
- Close the sale and move on to your next opportunity
