FINANCIAL SALES CONSULTANT RESUME EXAMPLE
Published: Apr 4, 2025 - The Financial Sales Consultant is responsible for generating business by engaging with both potential and existing clients, negotiating customized plans that meet their needs, and fostering strong relationships with key decision makers. This role involves assisting clients in making informed decisions about retirement savings, educating them on available options, and providing tailored investment solutions. The consultant also supports new customer acquisition, maintains regular communication with management, and executes marketing campaigns through various channels to drive growth.
Summary of Financial Sales Consultant Knowledge and Qualifications on Resume
1. Financial Sales Consultant, Rethink Wealth, Austin, TX
Job Summary:
- Maintain and acquire knowledge of the insurance and financial industries
- Be accountable for the individual performance and actions
- Maintain and update agent information in the computer database daily
- Engage in other related sales activities, such as creating sales ideas, cross-selling, communicating product/service updates, prospect calling, etc.
- Introduce agents to value-added marketing and agent incentive programs
- Make proactive outbound telephone calls to agents
- Recruit new advisors to Motiv8 Advisors and build a relationship with all prospects
- Continually increase revenue and new agents to Motiv8 Advisor’s specifications
- Make outbound calls into the Motiv8 Advisors database to contract new agents, increase sales, promote Motiv8 Advisors meetings or conferences
Skills on Resume:
- Industry Knowledge (Hard Skills)
- Performance Accountability (Soft Skills)
- Data Management (Hard Skills)
- Sales Activities (Soft Skills)
- Marketing Programs (Hard Skills)
- Outbound Calling (Soft Skills)
- Recruiting Advisors (Soft Skills)
- Revenue Growth (Hard Skills)
2. Financial Sales Consultant, Century Consulting Services, New York, NY
Job Summary:
- Support leads to complete applications and converts them into sales
- Support clients through phone calls, Online Chats, and Social Media channels
- Maintain rapport with existing clients and identify any further sales opportunities
- Source for new relationships and referral opportunities
- Liaise with the internal team to produce the best service for clients
- Work towards specific KPIs (monthly sales target)
- Service agents provide answers to questions and assist with service requests and problems
- Sales and production requirements will be established on an individual basis and reviewed with the Vice President of annuity Sales every month
- Have full product knowledge to provide agents with the knowledge of appropriate products and services to fit clients’ needs
Skills on Resume:
- Lead Conversion (Hard Skills)
- Client Support (Soft Skills)
- Rapport Building (Soft Skills)
- Relationship Sourcing (Soft Skills)
- Team Collaboration (Soft Skills)
- KPI Targets (Hard Skills)
- Service Assistance (Soft Skills)
- Product Knowledge (Hard Skills)
3. Financial Sales Consultant, Scout Motors, Columbia, SC
Job Summary:
- Generate business with new potential and existing clients
- Negotiate plans that match the needs of clients during these difficult times
- Create and grow relationships with key decision makers to increase guidance
- Assist with making the right decisions about retirement savings for clients
- Educate customers on information specific to retirement plans and offerings
- Provide appropriate investment solutions to existing customers
- Help expand the acquisition of new customers
- Maintain communication with the assigned manager and other supervisors regarding issues, special needs, and exceptions
- Execute marketing campaigns to agents through email, webinars, and mailings
Skills on Resume:
- Business Generation (Hard Skills)
- Client Negotiation (Soft Skills)
- Relationship Building (Soft Skills)
- Retirement Guidance (Hard Skills)
- Customer Education (Soft Skills)
- Investment Solutions (Hard Skills)
- Customer Acquisition (Soft Skills)
- Marketing Campaigns (Hard Skills)