Entrepreneur and Financial Services Resume Freshers Resume

Sample Resume for Entrepreneur and Financial Services


123 Elm Street, Anytown, ST 00000, [email protected] Home: (123) 456-7890


Thirty years experience as insurance / securities consultant and business owner. Entrepreneur who grew three financial consulting businesses from start-up to millions in annual sales through effective business planning, creative sales techniques, and innovative marketing.


NAME OF COMPANY, City, ST 1992 to 2003

Founder and Former President

[An agency providing financial planning, asset management, employee benefits, and quality insurance products to 400 clients. Sold company to XXX Corporation 11/14/2003 at a substantial profit.]

  • Marketed and sold a full range of financial products including life insurance, property and casualty insurance, mutual funds and annuities.
  • Provided assistance to businesses and individuals seeking to supplement existing benefit plans; coordinate financial planning focused on comfortable retirement programs
  • Consistently maintained a high-standard performance record via exceptional service, follow-through, and specific attention to detail which resulted in higher sales
  • Analyzed complex situations, designed practical solutions, and implemented cost-effective plans
  • Developed personnel, motivated staff to exceed goals, and improved production and sales

NAME OF COMPANY, City, ST 1982 to 1991

Branch Manager

[A mid-sized company offering financial services to businesses and citizens in the Midwest.]

  • Directed all branch activities and supervised X employees while focusing on providing sales and service of insurance and securities products
  • Analyzed insurance company products, services and stability in the market place
  • Successfully promoted products and services through effective sales seminars
  • Consistently increased sales and maintained profitability each year

NAME OF COMPANY, City, ST 1975 to 1981

President and Founder

[Established firm offering “one stop” financial services. Sold business in 1981 to long-time manager at a significant profit. This company is now the largest P & C firm in Northeast.]

  • Grew business from the initial $80,000 of property casualty premium to over $1,500,000 in mainly commercial lines in first six years of operation
  • Selected and hired self-motivated sales staff and trained them to be hard working, customer-focused and extremely educated in their field, enabling them to work with minimal day-to-day supervision
  • Researched and analyzed the property casualty market and re-focused business in response to market changes, making sure firm always offered quality and competitive products from the best P & C carriers
  • Always exceeded mandatory production levels required to maintain a branch contract in the securities business; earned membership in Million Dollar Round Table

NAME OF COMPANY, City, ST 1969 to 1975

President and Founder

[A financial consulting firm specializing in life, disability, group, pensions, mutual funds and variable annuity sales.]

  • Marketed services and products, recruited personnel, trained consultants and managed marketing activities
  • Established name recognition and generated sales through a combination of sales and marketing techniques including cold calling, corporate account development and judicious placement of advertising


Bachelor of Science, Business Administration, (1966) NAME OF UNIVERSITY, City, ST

Professional Courses: Life Underwriters Training Council Fellow (LUTCF); completing pertinent sections of ChFC and CLU; and completed various business courses and seminars


Securities — Series 7 (Registered Representative) & Series 24 (Registered Principal)

Insurance — Life, Health, Variable Annuities

Life and Qualifying Member, Million Dollar Round Table

Member, [Name of City] Association of NAIFA

Past President, Anniston / Life Underwriters

Past Member, [Name of City] Rotary Club

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