jessica claire 9 resumesampleexamplecom 555 4321000 montgomery street san francisco ca 94105 professional summary accomplished resilient financial services professional 11 year history success client sales consulting entrepreneurship leadership fearless leader passionate growing others personally professionally servant leadership highly adept client building accountability strategic thinking planning coaching mentorship professional development confident selfstarter aiming leverage experience talents develop career sales core competencies interpersonal savvy influential selfawareness critical thinker analytical disciplined composed active listener education university indianapolis indianapolis 122009 bachelor science sports marketing finance graduated cum laude division ii athlete baseball football elected captain football team designations chartered leadership fellow clf 22017 american college financial services king prussia pa work history publicis groupe sa financialwealth management advisor seattle wa 022010 072019 built client base 500 new clients high level activity intentional prospecting mastery sales cycle partnered families businesses define build establish financial security taking comprehensive financial planning process conducted indepth fact finding meetings clients assess overall financial picture goals objectives expenses income insurance coverage tax status risk tolerance information needed develop financial plan analyzed financial documents received clients reviewed existing accounts policies designed presented personalized planning analysis recommendations illustrations tailored clients advised strategi suals objectives strategies pertaining budgeting savings debt reduction asset income protection education funding retirement solutions investment advisory services trust services estate planning employee executive benefits educated empowered clients make simple decisions regarding complex financial goals achieved 95 client retention cultivating strengthening relationships annual review process full client service needs change expanded personal professional growth attending various seminars sales schools continuing education hiring business coach miring recruited developed support staff workflow administrative processes procedures facilitate consistent seamless business operations executed monthly profit loss analysis well business forecasting use inventory management tracking business ratios developed annual business plan update goals vision identify blind spots areas opportunity generate action plan tactics strategies drive growth sold implemented 900 life long term disability long term care policies placing force 160m life insurance face value 1m monthly long term disability face value 1m annual premiums 10m invested assets pacesetter first 40 achievement awarded 3 northwestern mutual advisors sold 40 40 policies first six months business part top 12 advisors invited attend prestigious exclusive fastrack academy hosted home office milwaukee wisconsin consistently exceeded annual production goals leading recognition top quartile producer among peers nationally recognized digitally savvy advisor proficient use integration crm software personal planning analysis software financial modeling outlook insurance investment proposals efiles applications advisor website social media microsoft office suite northwestern mutual life insurance company field director city state 082014 122018 concurrently grew personal integrated practice attracting selecting 20 full time financial advisors unit offices demonstrated success leading developing retaining team successful financial advisors 2016 asked managing partner move personal practice lafayette start scratch office elevated leadership development skills attending leadership programs participating national leadership study groups hiring performance coach earning clf designation mastered time stress management strategy balancing leadership personal production responsibilities inspired pired advisors holding accountable values mission vision coaching engagements consistently motivated advisors helped develop personal accountability setting enforcing clear performance expectations adopted system monitor manage units goals leveraged support systems shared resources enhance unit productivity conducted career development discussions including mentorship successor leaders implemented various weekly monthly coaching meetings focused sales consulting product training mentorship accountability active faculty member delivering sales school training new advisors state regularly participated facilitated joint work relationships advisors established sustainable referral sources building referral culture within unit regularly recognized rewarded successful sales behaviors carried supervisory responsibilities accordance organizations policies applicable laws experience presenting small large groups various speaking engagements covering financial literacy leadership entrepreneurship sales internships employer benefits northwestern mutual life insurance company college unit director city state 052011082014 responsible recruiting training developing 20 college financial representatives northwestern mutuals nationally recognized top 10 internship program recognized conversion leader northwestern mutual life insurance company college financial representativeteam captain city state 062008 022010 learned build financial services clientele top 5 3500 college representatives nationwide licenses life health long term care annuities finra series 6 finra series 63