Financial Sales Representative Resume Sample

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Jaime D'Amore
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Work Experience


Terex Financial Services Sales Representative
10/2016 - PRESENT
Phoenix, AZ
  • A sound understanding of storage architectures and the ability to use this as a selling differentiator
  • Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them
  • Shows sincere appreciation for each customer’s time and business. Gives business card if not already given
  • Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices
  • Has increased approval limits in approving teller transactions and signing off on checks
  • Adhere to LFD’s Culture of Compliance; comply with LFD’s policies and procedures
  • Inbound phone Sales and Support
Hardware Sales Representative Financial Services
04/2013 - 05/2016
Phoenix, AZ
  • New customer solicitation and prospection
  • Personal loan, mortgage and insurance product negotiation
  • Responding to requests for information about CitiFinancial products
  • Meeting with loan applicants and proposing financial solutions adapted to their needs while answering their questions before, during and after the sale
  • Filling out documents pertaining to loans and credit
  • Provide information to existing and potential clients via telephone regarding CIBC's full range of products and services
  • Meet sales, customer service, and productivity targets by understanding client needs, offering first call resolution of issues, and actively promoting and selling products and services that meet your clients’ needs
Citifinancial Consumer Financial Sales Representative
04/2007 - 10/2012
Chicago, IL
  • Offer a superior client experience on every call to meet and exceed your clients’ expectations, build loyalty and grow our business
  • Leverage your product knowledge to help drive revenue
  • Grow existing relationships by partnering with business professionals across the US
  • Provide up-to-date solutions to help businesses decrease costs and increase efficiency
  • Bilingual (French and English), an asset
  • Speak French, an asset
  • Adapt to change in product tools, processes and technology

Education


Evangel University
2002 - 2007
Bachelor's Degree in Business

Professional Skills


  • Real ambition to pursue a client-facing career, with a strong interest in relationship management and sales
  • Demonstrated interest and the aspiration to work in the financial services industry
  • The ability to conduct needs and cost benefit analysis leading to the creation of compelling business case proposals
  • Annual Regulatory Compliance training
  • The aptitude to learn and adapt quickly in a rapidly changing environment
  • Paid Time off: up to 1 month of PTO within 1st year
  • Health/Vision/Dental, 401K program, Tuition Assistance

How to write Financial Sales Representative Resume

Financial Sales Representative role is responsible for insurance, training, credit, finance, travel, general, compliance, analysis, mortgage, loans.
To write great resume for financial sales representative job, your resume must include:

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

Contact Information For Financial Sales Representative Resume

The section contact information is important in your financial sales representative 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 Financial Sales Representative Resume

The section work experience is an essential part of your financial sales representative 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 financial sales representative responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial sales representative position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Education on a Financial Sales Representative Resume

Make sure to make education a priority on your financial sales representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial sales representative 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 Financial Sales Representative Resume

When listing skills on your financial sales representative 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 financial sales representative skills:

  • Develop a structured call plan that provides complete account coverage of your territory
  • In conjunction with the Storage Solution Architects develop appropriate sales programs, maintain up-to-date competitive information and compile success stories
  • Manage your accounts to ensure Oracle actively participates in all potential sales opportunities either directly or in concert with a partner
  • Understand competitor sales strategies and counter common FUD
  • 30%-40% travel required

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