Great Sample Resume

Financial Sales Representative Resume

When writing a Financial Sales Representative Resume remember to include your relevant work history and skills according to the job you are applying for. Whether you're seeking an entry-level position or have been in your career for a few years, exposing your relevant achievements in your resume can allow you to stand out and get that job interview.

This resume example is a great representation of what a hiring manager is looking for in a Financial Sales Representative Resume. Feel free to use this example for reference as you create your own resume or use this easy resume builder that will guide you through every step of your building your resume in just a few minutes.

Also, see our sample for Financial Sales Representative Responsibilities and Duties.

Here is the Financial Sales Representative Resume example:

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, 2023Create Date
  • March 1, 2023Last Updated
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