Sentences with phrase «financial sales consultants»

It is quite common for financial sales consultants with successful employment experience to launch their own businesses as independent financial advisers (IFAs).

The sample below is for a Financial Sales Consultant Resume Sample.

This resume was written by a ResumeMyCareer professional resume writer, and demonstrates how a resume for a Financial Sales Consultant Resume Sample should properly be created.

Professional Summary As a financial sales consultant I am focused on customer service, efficiency...

Where can I find a PNC Bank Financial Sales Consultant resume example in Champion, Pennsylvania?

Professional Experience Lowes (Flemington, NJ) 2010 — Present Customer Service Sales Associate First Hallmark Mortgage (Somerset, NJ) 2009 — Present Loan Officer Citi Financial (Clifton, NJ) 2007 — 2009 Branch Manager PNC Bank (East Brunswick, NJ) 2006 — 2007 Licensed Financial Sales Consultant JP Morgan Chase Bank LLC (Jacksonville, FL) 2004 — 2006 Branch Manager Ameriquest Mortgage Company (Jacksonville, FL) 2001 — 2004 Branch Manager Mirror Image (Annandale, NJ) 1997 — 2001 President

Not exact matches

Approved for CCSD financial consultants to prepare, price and tentatively market the sale of general obligation bonds for voter - approved SPLOST purposes;

With no startup captital or partners, no sales team or financial consultant - Vanessa's bars were the first raw - the first low - glycemic - and the first superfood - infused chocolate bars to hit Whole Foods Market.

Broadridge Financial Solutions, Inc. and Morningstar, Inc. entered into an agreement to provide detailed retirement investment data to asset managers in an effort to further strengthen their ability to identify and prioritize advisor and consultant sales opportunities.

Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace.

She is a consultant in the financial services industry, handling marketing, sales, and content development for conferences.

Aaron Street: Yeah, I guess rather than an analogy to cars I think maybe a more useful way of thinking about this is more like an insurance sales person or even more a financial advisor, wealth manager, where you are engaging them for the purpose of giving you advice and it turns out that their business model, though it involves giving advice, also includes things like selling you product and this isn't to denigrate law firm IT consultants, or tech consultants in general, it's just to make sure that people are aware of how their business model works and then to make sure that you're using them in a way that acknowledges that.

''... [c] harges that Smith Barney has engaged in a pattern and practice of gender discrimination against its female financial consultants in account distribution, sales support, compensation, and other terms and conditions of employment throughout the company.

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Hays Financial Services specialise in recruiting for pension jobs which include Pensions Consultant, IFA, Paraplanner, Sales Support, IFA Administrator and Auto Enrolment Consultant.

* Examples of the backgrounds of some of the company's most successful recruitment consultants, who all started as trainees include telesales, call centre, advertising / media sales, mobile phone sales, estate agency / lettings, financial services sales, door - to - door, fundraising, debt management, events sales, technical sales, car hire, medical sales, IT sales, Travel Representatives and gym membership sales.

Qualifications We're adding a Sales Consultant to our Financial Services vertical team.

A financial consultant is responsible for developing and supporting the sale of different investment products.

Leading financial consultant with over two years experience and has a track record of improving sales and revenue figures.

As a Recruitment Consultant, you will be involved in the following; • Developing business with new clients over the phone • Attending business meetings with new and existing clients • Maintaining working relationships with existing clients and identifying opportunities for further business • Sourcing candidates to match your clients» recruitment needs • Advertising vacancies in a professional and attractive manner, in order to find the best candidates • Thoroughly Interviewing candidates and preparing them for interviews with your clients • Negotiating offers between your clients and candidates • To offer exceptional customer and service levels to all clients and candidates As a Recruitment Consultant will be targeted on both activity (e.g. sales calls and meetings) and financial billings on a weekly and monthly basis and are expected to achieve and exceed the targets agreed.

A well - established market leading company is now in high demand for a recruitment consultant in the financial sector, to join their already successful sales team,... more

Received a Product Division Marketing Award for Information Management Sales and Performance of Contracts.As a Systems Engineer I had various assignments and customer bases, such as Banks, Credit Card Corporations, or other Financial Consultants, to Government Offices, Telecommunications Industries and Stores.

Investment Assistants provide support to assigned financial consultants in order to achieve the following objectives: maximizing revenue, solving client service requests, offering investment advice, preparing audits, implementing marketing activities, cultivating client relationships, organizing client seminars, and providing sales activity reporting.

Oversaw a team of three financial consultants that executed all sales activities; established and achieved sales goals through effective sales management techniques

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Coordinator, Customer Service Consultant, and Customer Servconsultant, real estate, telecommunications, general, retail, business, sports, entertainment, marketing, sports marketing, customer service, Customer Service Adviser, Customer Service Representative, Customer Service Officer, Customer Service Associate, Customer Service Assistant, Customer Service Supervisor, Customer Service Coordinator, Customer Service Consultant, and Customer ServConsultant, and Customer Service Agent.

PROFILE Sales Consultant / Supervisor / Trainer / Entrepreneur Travel Sales Furniture Sales Sales Supervisor / Trainer Financial Planning / Mortgage Sales * Dynamic, energetic and optimistic potential leader with a diverse knowledge base * Unique ability to absorb and apply new knowledge quickly * Proven track record of relating well with clients and co-workers and having the ability to get the job done * Demonstrated ability to...

Trainee Recruitment Consultant - Finance # 18,000 to # 20,000 plus bonus and benefits My client is a rapidly growing financial, legal and office support recruitment consultancy who is looking for ambitious sales driven individuals to join their financial recruitment team.

Due to recent restructure, we are looking to increase our workforce by adding a new Candidate Consultant / Trainee Recruitment Consultant to our existing team Duties: - Liaise with consultants with regards to live vacancies and obtain specifications of the candidate requirements - Take down accurate job descriptions as well as details regarding financial / benefits packages etc - Produce vacancy adverts to be posted across various media platforms, both internal and external - Manage advertising response and short list in line with job requirements - Proactively approach candidates sourced from both internal and external databases - Discuss live roles in more detail with potential candidates to confirm eligibility for the positions applied for - Present candidate details to the consultants on your team We are looking for enthusiastic and ambitious individuals who have a background in either recruitment or sales based working environments.

Tags for this Online Resume: consultant, financial, business development, training, sales trainer, investments

Trainee Recruitment Consultant - Sales / Trainees / Graduate / Recruitment Consultant Trainee Recruitment Consultant - The Company The company is one of the UK's most exciting and innovative Technology, Digital and Financial Services recruitment firms; who are currently looking for graduates or sales professionaSales / Trainees / Graduate / Recruitment Consultant Trainee Recruitment Consultant - The Company The company is one of the UK's most exciting and innovative Technology, Digital and Financial Services recruitment firms; who are currently looking for graduates or sales professionasales professionals...

Tags for this Online Resume: loan modifications, loss mitigation, customer relations, marketing, financial sales, consultant, insurance sales and management

These characteristics are all easily transferable into the role of a Recruitment Consultant, meaning they can hit the ground running in a sales environment; gaining the financial rewards and long - term career progression a FTSE 250 business can offer.

Tags for this Online Resume: Sales, Management, Account Management, Sports, Funding, mortgage, mortgage financing, mortgage loan officer, mortgage consulting, residential real estate financing, real estate sales, mortgages, mortgage products, mortgage consultant, real estate, accounting, accounting and finance, economics, financial products, financial serSales, Management, Account Management, Sports, Funding, mortgage, mortgage financing, mortgage loan officer, mortgage consulting, residential real estate financing, real estate sales, mortgages, mortgage products, mortgage consultant, real estate, accounting, accounting and finance, economics, financial products, financial sersales, mortgages, mortgage products, mortgage consultant, real estate, accounting, accounting and finance, economics, financial products, financial services

Sales and Marketing Recruitment Consultant New York - move to New York Basics from 60,000 - 100,000 USD Simple Tele int process, Financial assistance given.

Tags for this Online Resume: cost containment, Controller, Consultant, Production Consultant, Equipment Developer (cost), GAAP, Budget Preparation, Interprets financial statements, Internal Control, Maintains financial reporting accruacy, Working Capital Control Knowledge, Mentor, St. Louis, Missouri, Louisiana, Southeastern States, Arkansas, Tennessee, Alabama, Georgia, Florida, Small Town, sales, marketing, quickbooks, CMAS, Office, Excel, Word, top - secret, Crypto, cash flow, Anti-Trust Compliance, 5 - year Plan, Government Jobs, Negotiating Government Mods

Graduate Business Development Consultant - Finance Sales Location: City of London, London Salary: # 21k - 24k Basic + Commission 40K OTE Start date: Immediate The Company: One of the few financial speciality firms in London Stunning Wework office in the City of London Fantastic basic salary High end clients...

Financial Trainee Recruitment Consultant - Sheffield - # 18 - 23k Market leading financial recruitment Consultancy based in Sheffield are looking to recruit a trainee recruitment consultant If you have commercial or sales experience and want to work in the recruitment consultancy - then please applyFinancial Trainee Recruitment Consultant - Sheffield - # 18 - 23k Market leading financial recruitment Consultancy based in Sheffield are looking to recruit a trainee recruitment consultant If you have commercial or sales experience and want to work in the recruitment consultancy - then please applConsultant - Sheffield - # 18 - 23k Market leading financial recruitment Consultancy based in Sheffield are looking to recruit a trainee recruitment consultant If you have commercial or sales experience and want to work in the recruitment consultancy - then please applyfinancial recruitment Consultancy based in Sheffield are looking to recruit a trainee recruitment consultant If you have commercial or sales experience and want to work in the recruitment consultancy - then please applconsultant If you have commercial or sales experience and want to work in the recruitment consultancy - then please apply today...

Trainee Recruitment Consultant - Recruitment Consultant - Financial Sales Executive Client My client is a top international recruitment agency who specialise in the placement of Mid to Senior Level Executives and other business professionals in a variety of sectors, including; Finance, Management Consultancy...

Tags for this Online Resume: Financial Advisor, Financial Planning, Business Consultanting, New Business Development, Technical Sales & Marketing, Renewable / Solar Energy, Automotive Account Management

Tags for this Online Resume: Daniel J. Mabry Insurance, Financial Consultant, Property Casualty Agent, Life Insurance agent, Series 7, Sales, Telemarketing, Stock Broker, Insurance, Sales Manager, Financial Planner

Regional Manager — Sprint Wireless Inc., Reading, PA 2005 — 2008 Provided direct oversight for busy wireless store and hired 9 location managers and 70 sales consultants, and successfully met financial targets for V.P. of Sales andsales consultants, and successfully met financial targets for V.P. of Sales andSales and CEO.

PROFESSIONAL EXPERIENCE Centex Homes / Pulte Homes, Bakersfield • CA 2006 — Present Sales Consultant Oversaw all aspects of new home sales communities, development of sales relationships, maintenance of current buyers, financial advisory / qualification that ensured solid contractual adherence throughout entire escrow peSales Consultant Oversaw all aspects of new home sales communities, development of sales relationships, maintenance of current buyers, financial advisory / qualification that ensured solid contractual adherence throughout entire escrow pesales communities, development of sales relationships, maintenance of current buyers, financial advisory / qualification that ensured solid contractual adherence throughout entire escrow pesales relationships, maintenance of current buyers, financial advisory / qualification that ensured solid contractual adherence throughout entire escrow period.

Originally from Lugano, Switzerland, Anja earned a degree through the UBS banking and finance program.Subsequently, she became a Financial Consultant in Private Banking at the Lugano office of UBS.Anja later accepted a Sales Manager position with LMX SA, a petro - chemical company, where her responsibilities included new client development and contract negotiations.

Professional Experience Raymond James & Associates, Operations Manager / Registered Sales Assistant (Novi, MI) 2008 — Present Raymond James Financial, Transition Consultant (Southfield, MI) 2007 — 2008 The American Funds Group, Team Manager (Norfolk / Chesapeake, VA) 2003 — 2006

International Business Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, Consultant — Duties & Responsibilities Serve as international business development consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortFinancial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortfinancial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortfinancial plans and develop investment allocation strategies for high net worth clients

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IT Project Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator Lead technology projects for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer service, marketing, sales, and financial management software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, and integrity

Recruitment Consultant, Financial Services Sales and Marketing Sanford Rose Associates International, Inc..