Financial Sales Consultant Resume

Posted in Consultant Resume Examples

Kristen Berry

4621 W 1st Street Rd

Visalia, CA 93277



Job Objective Seeking a position of Financial Sales Consultant position in a reputed organization where I can use all my knowledge and experience in a better way to benefit the organization.

Work Experience:

Financial Sales Consultant, August 2005 – Present

Transcend, Visalia, CA

  • Opened new account, sold bank products and provided incomparable customer service.
  • Achieved sales goals established by manager by direct selling and referred deposit, loan and investment products and services as required.
  • Maximized sale of retail products to all customers.
  • Developed customer relationships through cross-selling and up-selling.
  • Contacted potential customers to generate high revenues.

Financial Sales Consultant, May 2000 – July 2005

Kingston, Inc., Visalia, CA

  • Performed account maintenance such as to add or change account set up, to add joint owners, to close accounts.
  • Provided advice to stockbrokers and other individuals who were attempting to sell securities.
  • Examined financial statements, and evaluated investment opportunities.
  • Provided advice to clients about possible investment opportunities.
  • Analyzed and determined best advice and product approach for customer contact situations.

Summary of Qualifications:

  • Extensive knowledge of financial services product
  • In-depth knowledge of loan and investment services
  • Ability to cross-sell products and services
  • Amazing ability to identify customer needs and implement effective solution
  • Excellent interpersonal skills and professional approach
  • Basic computer skills and excellent oral and written skills
  • Strong written and verbal communication skills


Bachelor’s Degree in Business Administration, East Los Angeles College, Monterey Park, CA

Master of Business Administration, Northern Kentucky University, Kentucky, KY

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