Entrepreneur and Financial Services Resume Freshers Resume

Sample Resume for Entrepreneur and Financial Services

George

123 Elm Street, Anytown, ST 00000, georege@email.com Home: (123) 456-7890

PROFESSIONAL PROFILE


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.

PROFESSIONAL EXPERIENCE


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

EDUCATION


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

LICENSES, HONORS AND MEMBERSHIPS


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