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    Personal Financial Representative (Sales and Related)

    118 Personal Financial Representative (Sales and Related)
    Jobs Available
    in Fort Wayne, IN
    $ 16.60 - 55.00/hour

    Resumes of Personal Financial Representative (Sales and Related)

    Writing an effective Personal Financial Representative (Sales and Related) resume is an essential part of your job search. Make sure you include a summary of your experience and goals, plus, list relevant work experience, certifications and computer programs you know. Also, highlight your skills, such as: being a good communicator, managing projects and more.

    Be sure to use some of the same words found in the job description, and don't forget to proofread! Our Personal Financial Representative (Sales and Related) resume examples will guide you through this process. Build your resume at CareerBuilder in a few clicks or, upload an existing one, now.

    Responsibilities

    Typical Personal Financial Representative (Sales And Related) responsibilities to be added to your resume.

    • Sell services or equipment, such as trusts, investments, or check processing services.

    • Contact prospective customers to present information and explain available services.

    • Determine customers' financial services needs and prepare proposals to sell services that address these needs.

    • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.

    • Make presentations on financial services to groups to attract new clients.

    • Review business trends to advise customers regarding expected fluctuations.

    • Prepare forms or agreements to complete sales.

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    Related Skills

    These are the skills employers want to see on your resume for a Personal Financial Representative (Sales and Related) role

    Casualty Insurance Insurance Products Life Annuities Series 65 Uniform Registered Investment Adviser Law License (Ria) Retirement Planning Insurance Sales Series 63 Uniform Securities Agent State Law License Certified Financial Planner Registered Representative (Securities) Series 6 Investment Company And Variable Contracts License (Mutual Funds/Variable Annuities)
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