Bilingual Consultant Resume Sample

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Madilyn Heller
9774 Goldner Plaza,  Detroit, MI
+1 (555) 957 3937

Work Experience


Bilingual Senior Travel Consultant
01/2018 - PRESENT
Chicago, IL
  • Attends Real Estate Board and community functions to promote the Bank’s image and reputation
  • Partner with U/W, product, Director of IW’s and national account manager to establish a strategic business plan with defined sales targets
  • Drivers License mandatory
  • Life Insurance License (LLQP) is required
  • Good product knowledge on all lines of business (Life, LB, Wealth)
  • Excellent organizational skills, Initiative & Proactive
  • Coordinate across Operations, Sourcing, and Recruitment Delivery teams to set and achieve client expectations of cost, time, and quality of hires
  • Troubleshoot and problem-solve concerns and issues and assist other recruiters in resolution with escalations related to recruitment support
  • Assist leadership team with specialized projects that require hands on recruitment expertise and/or client relationship effectiveness to ensure we are developing the overall client experience
Bilingual Investment Consultant
04/2012 - 09/2017
Philadelphia, PA
  • Support the sales process through business, analytical and product consulting. Work with internal stakeholders to assess, formulate, and present solutions that demonstrate an appreciation of the client’s business need and supports the client’s strategies
  • Written and verbal Canadian French and English bilingual skills are assets
  • Desired skills include: Experience with Direct Marketing, experience creating/implementing marketing plans
  • Demonstrated professional experience as a Life Underwriter, at least 5 years’ experience
  • Signing authority on cases of at least $5,000,000 Life & $250,000 Critical Illness
  • Strong Mentoring capabilities
  • Provide world-class customer service by assisting customers with understanding of accounts, rate applications, billing inquiries, new service orders or transfers, disconnects, line trouble, and meter verification
Bilingual Travel Consultant, Junior
02/2007 - 10/2011
New York, NY
  • Participates in effort with the Project Manager(s) and Project Team to design a solution to fulfill the client’s business requirements
  • Conduct analysis of customer’s current and projected electrical usage and financial ROI
  • Valid state driver’s license, clean DMV driving record, and ability to pass pre-employment background and drug screen
  • Actively demonstrate the merits of integrating Bank products and services with the Advisor’s traditional insurance and money products-based business and Mortgage Brokers traditional lending products
  • Coordinate the District’s employee wellness committees and committee meetings
  • District’s Wellness Board, i.e., downloading videos, editing content, etc
  • Employee is responsible for supplying their own furniture; desk with lockable drawer or separate lockable file cabinet, chair, document shredder, smoke detector in proximity of work area, and fire extinguisher
  • High speed internet capability with at least 1Mbps download/upload speed (no wireless or satellite ISP’s are permitted). Separate internet line aside from your home internet for personal use

Education


Cabrini University
2002 - 2006
Bachelor's Degree in Business

Professional Skills


  • Strong analytical skills in assessing client needs and determining the appropriate product fit and/or recommending solutions to meet the client’s needs
  • Strong partnership and communication skills
  • Experience in the financial services industry with experience in personal markets or direct financial advising
  • Demonstrated good attendance record and strong dependability
  • Managing your clients expectations and effectively negotiating unique requests all while supporting and building One Fidelity relationships with your client
  • Proven success in resolving challenging vehicle repair issues
  • Valid driver’s license and an insurable driving record

How to write Bilingual Consultant Resume

Bilingual Consultant role is responsible for english, french, securities, retail, credit, training, database, marketing, recruiting, wireless.
To write great resume for bilingual consultant job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Bilingual Consultant Resume

The section contact information is important in your bilingual consultant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Bilingual Consultant Resume

The section work experience is an essential part of your bilingual consultant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous bilingual consultant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular bilingual consultant position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Bilingual Consultant resume experience can include:

  • Strong client relationship building experience
  • Proven success in positioning and presenting appropriate solutions and strategies for clients based on TDA’s product offering
  • Experience in content / knowledge management (KM) authoring, publishing and data maintenance
  • Proven success in positioning appropriate investment solutions and strategies for clients
  • Demonstrated thorough knowledge of domestic, trans-border and international travel destinations including complex international routings
  • Experience presenting investment strategies to retail clients and business partners through face-to-face and phone meetings

Education on a Bilingual Consultant Resume

Make sure to make education a priority on your bilingual consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your bilingual consultant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Bilingual Consultant Resume

When listing skills on your bilingual consultant resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical bilingual consultant skills:

  • Strong verbal and written communication skills; French and English
  • Effectively develop and implement territory business plans and individual customer call plans aimed to grow the territory and overall business
  • Allocate budget and effectively use available resources to create customer and business value
  • Deal effectively/professionally with the field force
  • Complete classification for life and critical illness, making effective use of full signing authority
  • Experience with setting up groups/site meetings is required

List of Typical Experience For a Bilingual Consultant Resume

1

Experience For Bilingual Investment Consultant Resume

  • Investment based sales experience and demonstrated success in a similar role
  • Experience presenting solutions to clients and prospects through face-to-face/phone meetings
  • Collect and validate all service specifications
  • Experience with JIVE web-based business collaboration tools
  • Previous experience with Time and Labour Management software an asset
  • Demonstrates Our Values
  • Understanding of current regulatory requirements in the financial industry
  • Attention to detail in gathering and accurately recording all customer information
2

Experience For Bilingual Onsite Health Strategies Consultant Resume

  • Process service orders, emergency outages and billing inquiries
  • Initiate transferring and disconnection of electric service
  • Build complete accurate and detailed client files using Sabre to include Domestic,
  • Provide change leadership as primary point of contact during all implementation phases of Xtime’s product(s)
  • Assist in the training of various functionality afforded to enterprise customers through Xtime’s product(s) as requested
  • Provide advice and guidance regarding service implementation to clients and stakeholders
3

Experience For Bilingual Underwriting Consultant Resume

  • Comprehensive risk analysis approach to underwriting
  • Ensure client receives applicable training
  • Proactively advise customers on energy efficiency related matters
  • Communicate pro-actively and follow up as needed with internal partners on business customer related issues
  • Inform customers of Georgia Power efficiency programs and product & service options
4

Experience For Bilingual Personal Plan Investment Consultant Resume

  • Take both Spanish and English residential calls
  • Transborder and International bookings
  • Meet and/or exceed the TDA Investment Consultant Sales Performance Minimums on both a quarterly and annual basis across all facets of the TDA product and service platform
  • Position appropriate products - through balanced presentations - to each client’s current needs and long term financial strategy, including sell advice and portfolio planning for each High Asset Client (HAC)
  • Communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions
  • Proven ability to develop strong relationships with clients, prospects and business partners
  • Exceptional interpersonal and communicative skills with both individuals and groups
  • Proactive team player able to work in a fast-paced environment
5

Experience For Bilingual Retail Sales Consultant Sprint Team Resume

  • Bilingual required - Mandarin/English
  • Understand requirements of high-volume, low complexity implementations and maintenance requests
  • Document solution to required level of detail for setup and ensure alignment of client and stakeholders
  • Understand the most common TPS products
  • Review solution(s) and work with client to configure technical level details
  • Manage the legal and set up documentation process
  • Evaluation and selection of risk within assigned authority levels
6

Experience For Bilingual Retail Consultant Sprint Team Resume

  • Currently possesses industry standard senior level Disability, Critical Illness and Life approval limits
  • Answers/ makes phone calls from our international HSBC customers in a polite and friendly way, instilling customer confidence and resolving customer’s issues at first contact where possible
  • Utilizes EDRAS based conversations with customers and prospects
  • Help plan members build their investment portfolio based on their risk profile
  • Knowledge of Group Benefits Optional Life and Critical Illness products is an asset
  • Demonstrated ability to persuade and negotiate through consultation over the phone and possess active listening skills to communicate the benefits of investing early and consistently inside of a group registered savings plan
  • Quickly learn and utilize Georgia Power customer database
7

Experience For Bilingual Retirement Education Consultant Resume

  • Considerable knowledge of MS Word, Excel and Outlook
  • Deep commitment to client satisfaction and TDA Core Values
  • Candidates who qualify for this role might have title and job responsibilities similar to: Financial Advisor, Wealth Management Advisor, Wealth Management, Financial Planner, Financial Planning, Investment Advisor
  • Provide client with product specific credentials necessary to use solution(s)
  • Confirm and communicate launch date for each product with client and sales
  • Conduct warm hand off of client to Client Services
8

Experience For Bilingual Service Consultant Resume

  • Proficiently Bilingual (English & French)
  • Knowledge of ADP Business tools considered an asset
  • General math computations
  • Quality Control & Improvement- Review, analyze and report on the quality of financial plans created by Financial Advisors with particular focus on retirement plans, using a two-step process: 1) against a template of criteria and 2) leveraging own subject matter expertise and experience in financial planning and specifically building retirement plans to establish an overall assessment

List of Typical Skills For a Bilingual Consultant Resume

1

Skills For Bilingual Investment Consultant Resume

  • Exceptional verbal and written communication skills in both English and Spanish
  • Demonstrated performance that meets or exceeds expectations in current role
  • Demonstrated positive leadership that actively supports change
  • Consolidation of external assets
  • Experience in individual sales of financial products
  • Canadian Securities Course (CSC) or IFIC – or related studies or experience
  • Coordinating the preparation and delivery of these Employee Meetings with attention to detail and client satisfaction
  • Analyze and identify any early and ongoing risk trends and suggesting appropriate changes for addressing these
2

Skills For Bilingual Onsite Health Strategies Consultant Resume

  • Continuous learner (pursuing continuing education courses)
  • Maintain quality of underwriting decisions in all areas of underwriting as determined through audits
  • Proactively working with business partners on collecting all relevant details of your client’s needs and goals in order to prepare for delivery of an effective meeting
  • Works well in changing environment
  • Excel at building partnerships with advisors
  • AALU designation and working towards the FALU designation
  • A working knowledge of Microsoft Office programs
  • Identify opportunities for growth within the territory through grassroots research, networking and strategic partnerships
  • Thoroughly understand GSK products, strategies, positioning and POA, as well as those of key competitors
3

Skills For Bilingual Underwriting Consultant Resume

  • Be adaptable and flexible when dealing with change
  • Full working knowledge of fares and rules and industry procedures for exchanges
  • Student of the Business
  • Demonstrated awareness of trends and changes in medicine, and initiative to bring forward recommendations to operational teams and development and governance as needed
  • Demonstrate empathy and practice principles of finesse to promote positive interactions
  • Customer and results focus, pro-active service orientation to support our Client 2020 goals
4

Skills For Bilingual Personal Plan Investment Consultant Resume

  • Position available in Waterloo, Toronto and/or Montreal
  • Prospect and cultivate new relationships and enhance existing relationships with RBC Employees who qualify for the Employee GSI program with the goal of increasing participation in the Employee GSI program and employees overal understanding of their insurance coverage
  • Provides front line licensed contact for RBC employees looking for advice pertaining to their EE GSI coverage
  • Partners with underwriting, products, Field Sales, DS and customer service to ensure the process from start to finish is seemless to RBC employees
  • Develops relationships in order to optimize business opportunities and referrals
  • Keep up to date on fraud related issues, and work with external parties as required (e.g. police and other FI’s) to understand the competitive landscape, keep abreast of industry developments and to protect the interests of BMO Financial Group by having an understanding the ever changing fraud landscape
  • Promote continuous improvement of business processes and procedures by providing input and recommendation to the investigators and/or senior analysts or management team
  • When preparing sales presentations, proposals or contracts, this job requires focused visual and cognitive concentration in deciphering information
  • Financial crime risk management solutions for fraud and money laundering detection and
5

Skills For Bilingual Retail Sales Consultant Sprint Team Resume

  • Timely recording and track of activity in BMO’s customer relationship management solution
  • Retention of existing members
  • Communicate openly and regularly about business issues and progress
  • The working environment encompasses time in the office, in airports, at client locations and at home, which can result in some physical discomfort or risk to safety, depending on the location
  • The job requires 1-2 days per week, on average, of travel in the United States and Canada, including overnight travel, which can impact family life
  • The travel requirements of the job result in the need to lift and carry potentially heavy luggage and briefcases
6

Skills For Bilingual Retail Consultant Sprint Team Resume

  • The noise level in the work environment is considered moderate (business office with co-workers, copiers, shredders, printers, ect)
  • Complete risk assessment on larger and more complex cases with higher premium and face amounts
  • Apply holistic underwriting expertise in all areas of underwriting including medical, financial and lifestyle factors to make sound and competitive underwriting decisions
  • Refers and mentors less experienced underwriters
  • Monitor successful completion of background check prior to start, pre-hire activities, and on time joins
7

Skills For Bilingual Retirement Education Consultant Resume

  • Upon acceptance, initiate hire process through Operations team
  • Flexibility to work shifts that begin after 12:00 noon. Some weekends and holiday work is required
  • Expert knowledge of Bank’s structure, departments and business processes & systems as well as in depth knowledge of financial crimes that have or could potentially be perpetrated against the bank
  • Keen attention to detail; natural curiosity about people and their backgrounds
  • Set appropriate short-term objectives in order to achieve/surpass the annual objectives of the territory and Oral Care division
  • Use conversational, patient-focused selling techniques. Effectively integrate strong GSK product knowledge into engaging dialogue, to provide customers an insightful, and differentiated perspective of GSK products
  • Proactively collaborate with colleagues across the organization in order to continually improve, and successfully execute territory business plans
  • Canadian Journeyman Certification in Automotive Repair
  • Mutual Fund license is an asset
8

Skills For Bilingual Service Consultant Resume

  • Life License (LLQP) is required or to be obtained within 6 months of start date
  • Be an independent self-starter
  • Work within tight turnaround times
  • Life License (LLQP) is required or to be obtained within 3 months of start date
  • Fully Bilingual, English and French or English and Spanish
  • Fully Bilingual ( French and English)
  • Provide superior technical expertise and guidance in risk selection and product development
  • Ensure audit results are within acceptable ranges
  • Conduct one-on-one needs based conversations over the phone for members enrolled in the Personal Plan including discussions around fund options, underlying investment fees, risk profile, long term savings goals/investment strategy in addition to having consolidation discussions
9

Skills For Bilingual Vertical Market Consultant Resume

  • Provide financial illustrations to consumers around the power of investing early inside an group retirement savings plan coupled with the power of compounding interest
  • Help group members build their investment portfolio based on their risk profile and the available Manulife investment fund offering with a goal for a secure financial future
  • Generous time off and paid holidays
  • Dynamic team environment with mentorship and professional development opportunities
  • Conduct one-on-one needs based conversations over the phone for members including discussions around fund options, underlying investment fees, risk profile, long term savings goals/investment strategy as well as consolidation discussions of assets
  • Conduct one-on-one needs based conversations over the phone for group retirement plan members currently enrolled in an employer group plan, including discussions around fund options, underlying investment fees, risk profile, long term savings goals/investment strategy in addition to having consolidation discussions
  • Educate members on the benefits of group plan versus retail investing, understanding the impact of investment fees, defining their risk profile and helping them consolidate their assets, in addition to continuing to make ongoing Group RRSP contributions
  • Ensure our plan members understand the value of investing early, the impact of investment fees, the power of compounding interest and the financial benefits of investing inside of a group retirement savings plan
  • Provide financial illustrations to plan members around the power of investing early inside a group retirement savings plan coupled with the power of compounding interest
10

Skills For Bilingual Travel Consultant, Intermediate Resume

  • Strong problem-solving and decision making skills that would lead to first call resolution Excellent customer service focus
  • Strong analytical, organizational, presentation, and computer skills
  • Communicate effectively in French and English considered an asset
  • Demonstrate a functional understanding of TPS product and service capabilities
  • Experience with IXIAsoft content authoring
  • Driven by strong desire and commitment to support our Distribution partners

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