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BRYSON FINANCIAL GROUP - Risk Management Representative Resume Example

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Addison Kelly
XXXX XX XXXXXXXX XXXXX , Long Beach , CA 90803 | (H) XXXXXXXXXXXX | XXXXXXXXXXXXXXXXXXXXXXX
Summary
SALES REPRESENTATIVE/ MANAGER Over 9 years of success - consistently one of the company's best in sales ~ Accomplished sales and account management professional and MBA candidate offering successful experience cultivating and building long-term relationships with C-level executives in multiple industries. Skilled at all levels of the Consultative/Solution Selling process; particularly strong in closing the sale and building rapport and long-term relationships with customers. Tenacious hunter, able to build/grow a territory, penetrate new markets and build market share.  Demonstrated ability cultivating and maintaining long-term client relationships to grow revenue. Highly effective time manager with excellent organizational and follow-through abilities. Well-developed persuasive and communication skills; able to interact with individuals at all levels. Technically astute, can easily learn new product lines, highly technical data, and design specifications. Areas of expertise include: Territory & Account Management Presentation and Closing Skills Consultative Solution Selling Team Building & Sales Leadership Customer Service Collaborative Teamwork Market Research and Analysis Time & Resource Management
Skills
  • Communication - cold calling and networking
  • Active Listening - report building and problem solving
  • Education and Training - product knowledge, demonstration of product functions, features, and benefits
  • Sales and Marketing - needs based and consultative selling, strategic and tactical
  • Management - time management and organization
  • Customer and Personal Service - client retention, follow up, and leads generation
Experience
Risk Management Representative 09/2013 to Present
BRYSON FINANCIAL GROUP Long Beach, CA
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including life, property, medical and dental insurance or specialized policies such as disability insurance and annuities.
  • Seek out new clients and develop clientele by cold calling, networking, and referrals to develop new customers and generate lists of prospective clients.
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Present and Explain features, advantages and disadvantages of various policies and products to promote sale of insurance plans.
REGISTERED REPRESENTATIVE 05/2011 to 09/2013
NEW YORK LIFE INSURANCE COMPANY * IRVINE/LONG Long Beach, CA
  • Insurance and financial services company offering a wide range of licensed and exclusive products Managed risk portfolios with a history of surpassing customer and employer expectations.
  • Leverage consultative-sales strengths to identify opportunities, nurture relationships and open accounts.
  • Managed, developed, and maintained customer retirement and investment accounts Selected Accomplishments: Ranked in the top monthly producers of all new sales representatives.
  • Repeated as Agent of the month and week Dedicated and tenacious sales expert, with a reputation for consummate professionalism and exemplary ethics.
  • Remain current on the latest trends in the industry, with comprehensive knowledge of financial and insurance products, services and best practices.
  • Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.
FINANCIAL REPRESENTATIVE 01/2010 to 05/2011
NORTHWESTERN MUTUAL WOODLAND HILLS, CA
  • Insurance and financial services company offering a wide range of licensed and exclusive products Managed risk portfolios with a history of surpassing customer and employer expectations.
  • Leverage consultative-sales strengths to identify opportunities, nurture relationships and open accounts.
  • Selected Accomplishments: Ranked in the top 10% of all new sales representatives.
  • Dedicated and tenacious sales expert, with a reputation for consummate professionalism and exemplary ethics.
  • Remain current on the latest trends in the industry, with comprehensive knowledge of financial and insurance products, services and best practices.
  • Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.
NATIONAL SALES REPRESENTATIVE 01/2002 to 01/2007
DAVID TEXTILES COMMERCE, CA
  • Textile converter and manufacturer offering a wide range of licensed and exclusive fabrics Marketed products to clothing OEMs and the home sewing/quilting industry, supporting an account base of 50 high-volume/high-visibility accounts.
  • Managed national accounts, and provided sales leadership that led to further growth of the company by uncovering new markets and expanding current accounts.
  • Selected Accomplishments: Targeted multiple strategic accounts, conducted high-level negotiations, and landed key accounts such as Wal-Mart of Canada and Joanne's Fabrics.
  • Conceived and implemented a new business plan to transition customer base to a new niche market, promptly generated $180K in orders.
  • Received multiple letters of appreciation and accolades commending high level of customer service and professionalism.
  • Ranked in the top 10% of all sales representatives.
Education
MBA: Finance and Marketing Dec 2015 California State Polytechnic University - Pomona, Ca
BA: Business Management and Economics Jan 1993 University of Redlands - Redlands, CA
Licenses and Special Education
Life and Health
Series 6 & 63
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Resume Details

This is a real resume for a Risk Management Representative in Long Beach, California with experience working for such companies as Bryson Financial Group, New York Life Insurance Company Irvine, Long. This is one of the hundreds of Risk Management Representative resumes available on our site for free. Use these resumes as templates to get help creating the best Risk Management Representative resume.

Previous Companies:

  • BRYSON FINANCIAL GROUP
  • NEW YORK LIFE INSURANCE COMPANY IRVINE
  • LONG

Previous Job Positions:

  • Risk Management Representative
  • Registered Representative
  • FINANCIAL REPRESENTATIVE
  • National Sales Representative

Schools:

  • California State Polytechnic University
  • University of Redlands

Level of Education:

  • MBA
  • BA

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