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Mutual Of Omaha Financial Services - Financial Advisor Resume Example

Ava Rogers
Possess an ability to quickly establish friendships and trust with prospects. Successful consultative and transactional selling history. Experience managing others and turning them into successful sales professionals based on their particular skill sets.
  • Active Listening
  • Critical Thinking
  • Judgment and Decision Making
  • Time Management
  • Persuasion
  • Sales and Marketing
Financial Advisor 01/2012 to Present
Mutual of Omaha Financial Services Blue Bell, PA
  • Responsible for acquisition of individual and small business clients with a focus on their insurance and investment needs.  Duties include finding clients through cold-calling, referrals, and community events.
  • Client meetings, portfolio reviews, investment plan maintenance, and a thorough approach to a structured insurance and financial needs analysis are part of daily activities.
  • 2012-2013 Platinum Starters Award - Highest ranking award for first year advisors. One of ten advisors nationwide to earn it.  Based on sales volume and commissions as well as attainment of  Series 6 and Series 63.
  • 2013-2014 Honor Club Award - company honor based on amount of life/disability insurance sales.
Account Executive 06/2010 to 01/2012
ProspectMX Lancaster, PA
  • Developed and implemented SEO product-marketing strategies. Created single keyword focused SEO marketing campaigns, client meetings sales processes, and SEO software demonstration features for Skype conference calls.
  • Duties also included extensive prospecting of small to mid-size business owners.   Upon initial meeting, dedicated to qualifying prospects needs, presenting solutions, and teaching value of internet marketing and SEO.
  • 2011 - Awarded Top Selling Consultant with over 14 sales totaling over $600,000.  Achieved, in part, by commitments from one local university and several start-up companies.
Sales Manager 09/2008 to 06/2010
Turf Enterprises, Inc West Chester, PA
  • Responsibilities included planning and directing training and performance evaluations for a team of sales representatives.
  • Instituted one on one training with sales representatives including role-playing, psychology behind overcoming "no", and motivational feedback on their performance.      
  • Monitored customer preferences to determine focus of continued sales efforts.
  • 2009-2010 - Sales team production 150% of goal and exceeded quota in all prospect categories.
Account Executive 06/2000 to 08/2005
Keystone Digital Imaging, Inc Philadelphia, PA
  • Identified prospective customers using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.
  • Based on customers' needs and interests, prepared the best suited office technology products proposals and estimates. Negotiated details of contract and payments and prepared sales contract and order forms.
  • Helped acquire over 15 new accounts each having over 10 business machines.
  • Gathered most new business over 5 year period.   
  • Awarded "Salesperson of the Quarter" five times.
  • 2003 & 2004 President's Club Award - achieved goal by exceeding $500,000 quota.
J.D.: Jul 2008 University of Detroit School of Law - Detroit, Michigan
Bachelor of Arts: History May 2000 Saint Joseph's University - Philadelphia, Pennsylvania Magna Cum Laude
Additional Information
NCAA Division II Athlete - Lacrosse
Special Olympics Coach, Track & Field (Montgomery County)
Series 6, 63, & 65
Life and Health // Property and Casualty Insurance Licenses
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Resume Details

This is a real resume for a Financial Advisor in HAVERTOWN, Pennsylvania with experience working for such companies as Mutual Of Omaha Financial Services, Prospectmx, Turf Enterprises. This is one of the hundreds of Financial Advisor resumes available on our site for free. Use these resumes as templates to get help creating the best Financial Advisor resume.

Previous Companies:

  • Mutual of Omaha Financial Services
  • ProspectMX
  • Turf Enterprises

Previous Job Positions:

  • Financial Advisor
  • Account Executive
  • Sales Manager


  • University of Detroit School of Law
  • Saint Joseph's University

Level of Education:

  • J.D.
  • Bachelor of Arts

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