Financial Sales Representative Resume

Posted in Representative Resume Examples

Malcolm Diaz

3554 Finwood Road

Freehold NJ 7728



Job Objective I would appreciate the opportunity to work for your company by filling the Financial Sales Representative position and putting my past experience to good use.

Highlights of Qualifications:

  • Huge financial services sales experience
  • Wide knowledge of most common banking products and services
  • Ability to write routine reports and correspondence
  • Ability to cross-sell banking services to existing and potential clients
  • Ability to follow new account policies and procedures
  • Ability to resolve customer concerns
  • Highly articulate, consultative and confident in sales approach
  • Strong networking and relationship skills

Professional Experience:

Financial Sales Representative

Key Energy Services, Freehold NJ

November 2006 – Present

  • Interviewed clients to evaluate their financial status and formulated a financial plan accordingly.
  • Reviewed financial information received from clients and outlined strategies to meet client’s financial goals.
  • Handled sales of financial products.
  • Evaluated clients’ accounts and plans on a regular basis.

Financial Sales Representative

SilkRoad Technology, Freehold NJ

February 2001 – October 2006

  • Suggested strategies to clients so that they achieve the desired financial goals.
  • Advanced client bases and build new clients.
  • Handled client queries.
  • Coached junior stuff.


Bachelor’s Degree in Accounting

Iona College, New Rochelle, NY

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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