financial services professional robert smith phone 123 456 78 99 email infoqwikresumecom website wwwqwikresumecom linkedin linkedincomqwikresume address 1737 marshville road alabama objective great depth multiple career fields highly organized acute attention detail outstanding team environment skills technical skills problem solving skills work experience financial services professional new york life april 2013 2020 identified financial goals concerns illustrated needs done reach goals concerns identified gaps present offer solutions products services provided company andor others achieved rising leader status skills used presentation networking sales client services marketing consulting leadership led agency lives counts sophomore obtained life health longterm care securities licenses followed emails client concerns timely manner financial services professional abc corporation 2010 2013 develop base longterm sources clients use personal observation referrals occupational communitybased groups compile lists prospects contact prospects networking mailings phone solicitations public speaking community events determine clients particular needs financial situations factfinding appointments determining extent present coverage investments ascertaining longterm goals create deliver coordinated protection plan calculating quoting rates immediate coverage action longterm strategy implementation application completion followup completion declination successful delivery enhance personal agency reputation value added approach customer service dummy description data replace job description relevant current role education ba communication st edwards university austin tx free resume template copyright qwikresumecom usage guidelines