Financial Advisor Resume

PROFESSIONAL SUMMARY

MBA with over 25 years of progressively responsible experience in various Leadership, Client Management, and Advisory roles in the Property and Confidential and Financial Services industries
Over 20 years experience in both product and project management of IT products
Led development of SaaS product for property and Confidential
Over 20 years of experience functioning as the technical liaison between customers and tech staff
4 years experience selling life insurance and annuity products

WORK EXPERIENCE

Relationship Banker

Confidential, Indianapolis, IN

Responsibilities:

Meet with clients and develop a trusting relationship to help the client achieve their specific financial goals
Provide on - going service to clients and respond to their changing financial and personal needs

Financial Advisor

Confidential, Indianapolis, IN

Responsibilities:

Identify life insurance product(s) that best met the clients needs
Meet with clients and develop a trusting relationship to help the client achieve their specific financial goals
Supported multiple clients and their diverse needs

Owner

Confidential, Indianapolis, IN

Responsibilities:

Met with seniors and their families and acted as a liaison to discuss the challenges that seniors face in the current living environment and present optimal solutions that would meet the seniors’ needs
Created a substantial footprint for the Confidential brand in the Indianapolis area

Owner/Partner

Confidential

Responsibilities:

Acted as a liaison between company and client insurance companies
Met with customers on a routine basis to develop a vision for their product needs and future growth
Led teams in the R&D effort to design and develop new systems and enhance existing systems.
Oversaw the implementation efforts at several customer insurance companies simultaneously
Retained 100% of the clients in 11 year tenure with the company
Product portfolio allowed companies to increase sales without substantial increases in staff
Led staff in limiting downtime to 1 & ½ hours in 11 years