Insurance And Financial Advisor Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

To enhance my skills as an Insurance And Financial Advisor by joining forces with a growing establishment seeking qualified applicants.

Summary of Qualifications:

  • Strong experience in insurance and financial planning
  • Wide knowledge of finance and insurance, retirement accounts, tax services and financing accounts bank sales with proven sales records
  • Ability to build and expand relationships and meet potential new clients
  • Ability to incorporate with bank partners
  • Sound knowledge of trust, banking and credit products

Work Experience:

Insurance And Financial Advisor, August 2005 – Present

NL Financial Services, Richmond, VA

  • Met and contacted new potential clients to discuss financial concerns and needs.
  • Conducted meetings with clients to collect relevant data.
  • Analyzed client needs and presented potential solutions.
  • Provided on-going service to clients.
  • Developed and implemented personal business and marketing plans.
  • Explained about the extensive Portfolio of Insurance Products, Variable Life Products and Mutual Funds to the customers.
  • Issued bonuses and Awards for Achieving Set Production Goals.


Bachelor’s Degree in Finance, Tarleton State University, Stephenville, TX