Intermediary Sales Resume Sample

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Haylee Feeney
412 Funk Club,  Boston, MA
+1 (555) 732 1885

Work Experience

Senior Manager, Intermediary Sales
03/2016 - PRESENT
Los Angeles, CA
  • Series 7, 63, 65, or 66 and 24 license
  • Related experience. 3+ years experience managing others
  • Expert in mutual fund and separate account distribution strategies through financial intermediaries
  • Demonstrated history of successfully building and growing partnerships
  • Effective communication skills including presentation delivery and consultative interviewing
  • Consultative and Relationship Selling
  • Strong presentation skills with emphasis on effective delivery within a large group setting
  • Interpersonal skills that drive effective client/prospect interaction
Intermediary Sales Desk
07/2012 - 02/2016
Los Angeles, CA
  • PNC Leadership skills including driving results, leading change, managing risk and building a high performing team
  • Travel ~80%
  • Knowledge in Morningstar,Bloomberg and Reuters would be a advantage
  • University graduate in Business, Finance and/or related discipline with 3+ years of experience in financial industry, preferably with Asset Management business background
  • Maintain detailed knowledge of each client’s portfolio accounts and prepare thoughtful investment analysis in determining opportunities for cross-selling investment products
  • Work closely with the group’s management to prepare business plans, sales objectives, forecasts, and sales channel reporting, and analyze financial P&L statements for the business
  • Excellent presentation and sales skills
Intermediary Sales
09/2005 - 06/2012
Philadelphia, PA
  • Strong closing skills, ability to articulate suite of the firm's product offerings
  • Able to work closely and coordinate with internal stakeholders in order to better service focus clients
  • Profiles assigned basic territory & assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants o target relationships to build & identify which firms/institutions would be interested in LFG offerings.
  • Provides feedback to internal partners on existing & targeted Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants.
  • Solid investment know-how / good understanding of mutual fund products
  • Experience in gathering and raising new client potentials
  • Strong Telephone skills and experience with acquisition campaigns
  • Self-starter; able to work independently with campaigns


DeVry University - Phoenix
2000 - 2004
Bachelor's Degree in Business

Professional Skills

  • Strong analytical skills and computer skills
  • High level of business communication skills; demonstrated ability to communicate and work with all
  • Excellent presentation and communication skills in both written and spoken English and Cantonese
  • Excellent presentation and communication skills in both written and spoken English and Cantonese (Mandarin would be an advantage)
  • Excellent people, social and communication skills
  • Proven Business Development/Account Management experience with a strong focus on client service
  • Computer literacy – strong application skills (especially MS Word, Excel and PowerPoint)

How to write Intermediary Sales Resume

Intermediary Sales role is responsible for presentation, english, retail, finance, research, digital, insurance, travel, events, organization.
To write great resume for intermediary sales job, your resume must include:

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

Contact Information For Intermediary Sales Resume

The section contact information is important in your intermediary sales 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 Intermediary Sales Resume

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

Representative Intermediary Sales resume experience can include:

  • Ensuring Invesco products and services are effectively marketed through the intermediary
  • Ensuring Invesco products and services are effectively marketed through the intermediary channels
  • Build strong working relationships with internal stakeholders and the clients
  • Strong communicator and able to present information, articulate and fluent
  • Able to build effective internal relationships
  • Organizing and attending sales meetings, presentation, due diligence meetings, product training, where necessary

Education on an Intermediary Sales Resume

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

When listing skills on your intermediary sales 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 intermediary sales skills:

  • Ensuring Fidelity’s retail products and services are effectively marketed through the intermediary channel
  • Motivated self-starter with great time management, problem solving and organizational skills and an ability to work well under tight deadlines
  • Team player with an ability to communicate effectively at all levels
  • Engage effectively with clients
  • Communicate effectively to the team and other departments on distributors’ requirements and expectations
  • Experience in sales of investment products, preferably also with some knowledge of funds’ research

List of Typical Skills For an Intermediary Sales Resume


Skills For Senior Manager, Intermediary Sales Resume

  • Proven knowledge of global investment trends and the ability to create sales angles in different market
  • A university graduate with 5+ years work experience in a sales role for either distributor or asset management company
  • Proven knowledge of global investment trends and the ability to create sales angles in different market dynamics
  • Stable culture, and excellent opportunities for career progression
  • Strong desire to deliver high quality client services

Skills For Manager, Intermediary Sales Resume

  • Capturing sales opportunities to increase Fidelity’s share in Hong Kong and Macau
  • Achieving assigned gross and net sales target, as well as, agreed level of client engagement activities
  • Extensive client base and broad ranging global products including equities, fixed income and alternatives
  • An inquisitive mind and a love of solving problems and building solutions
  • Proactively provide market intelligence and analysis for strategic planning and business

Skills For Director Intermediary Sales Resume

  • Upon Hire Certifications/Licensures : Dependent upon Product Being Sold
  • Innovativeness in coming up with new ideas in response to prospects’ needs
  • Listens, willing to learn
  • Organize and attend sales meetings, presentation, due diligence meetings, product training, where necessary
  • Work on RFIs / RFPs as part of the onboarding process for intermediaries
  • Keep/develop the existing relationship with distributor’s HQ
  • Proactively provide market intelligence and analysis for strategic planning and business development
  • Partner with regional sales teams, global marketing and individual investment teams on sales initiatives, campaigns and digital communications
  • Coordinate/Schedule client events & conferences, product road shows, weekly sales meetings agendas/educational off-sites (planning to execution)

Skills For Intermediary Sales Desk Resume

  • Leverage technology and sales management teams in maintenance of sales reporting, CRM and business analytics
  • Analytical abilities to collate and report relevant facts and figures
  • Highly proficient across Microsoft Office suite; (Tableau and Sales Force familiarity a +)
  • Have broad investment knowledge across asset classes
  • Hands-on, results oriented and client focused
  • Significant diversified global AUM
  • Organized and able to plan ahead
  • High standards of professionalism and integrity
  • Manage multiple tasks in a timely manner

Skills For Intermediary Sales Manager Resume

  • Maintain an accurate and current log of activities and opportunities in Salesforce system
  • Represent Fidelity and present our investment philosophy & process and capabilities at client meetings and external functions & seminars
  • Identify, establish and maintain new and existing relationships with key individuals, entities and industry bodies to increase Vanguard’s sales and promote its value proposition
  • Consistently meets or exceeds established annual quoting, sold case and premium objectives
  • Consistently meets or exceeds annual office business plan objective
  • Responsible for establishment of new employee benefit specialists and group insurance broker relationships and for nurturing these relationships to optimize case quoting and potential sold case opportunities

Skills For Intermediary Sales Associate Director Resume

  • Continue to build Invesco’s relationships with key stakeholders of intermediaries to expand the book of business
  • Adequately present asset class and capabilities of investment teams at the early stages of engagement
  • Lead Distribution Agreement discussions
  • Actively market existing products include having regular conversations with various teams in the intermediaries to highlight attractiveness and strength of Invesco products versus peers
  • Work closely with other departments (E.g. Investment, Compliance, Singapore Retail Sales) in delivering timely response and solving issues faced by clients
  • Work closely with HK Retail Sales team to ensure collaborative marketing efforts to intermediaries with presence in both locations

Skills For Intermediary Sales Analyst Resume

  • Support clients when they conduct peer comparison analysis
  • Coordinate and lead in the organization of roadshows / RM briefings
  • Make a decent pitch of the product to the distributors
  • Cultivate the new relationship with distributor’s HQ
  • Build the relationship with distributor’s core branches
  • Help team members build relationships and ensure customer service provision to all potential clients
  • Work closely with the intermediary sales team (the team) to build and expand intermediary

Skills For Sales Rep, Intermediary Sales Resume

  • Work closely with the intermediary sales team (the team) to build and expand intermediary business in various distribution channels such as retail banks, insurance companies and IFA
  • Work with Wealth Advisor Channel sales leadership team on strategic and tactical projects
  • Act as a back-up for select administrative functions as required by the team

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