Financial Services Consultant Resume Sample
Stewart Torp
2831 Michael Cliffs,
Houston,
TX
+1 (555) 694 9208
Work Experience
Senior Financial Services Consultant Dublin
11/2017
-
PRESENT
Detroit, MI
- Sells finance & insurance products to customers
- Builds rapport with customers to build a base of referrals to establish customer network
- Maintains impeccable reputation with lenders
- Produces & submits paperwork for title work and secures funding from finance sources in a timely manner
- Processes finance and lease deals accurately, fairly and in accordance with local, state and federal statutes and company policies
- Processes all federal, state, and dealer paperwork related to vehicle transaction
- Understands and complies with all federal, state, and local regulations that affect the new- and used-vehicle and finance departments
- Checks all paperwork for, but not limited to, correct title, lien information, taxes, consumer information before forwarding to accounting
Financial Services Consultant
08/2012
-
09/2017
Phoenix, AZ
- Acquires and maintains current state insurance license, completing continuing credit insurance education
- Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals
- Ensures work areas and customer waiting areas are kept clean
- Follows all attendance and punctuality standards with adherences to timekeeping standards
- Follows the Code of Business Ethics and Conduct
- Understands and follows all work rules and procedures and follows lawful directions from Supervisors
- Upholds the company's non-disclosure and confidentiality policies and agreements
- Maintains a professional appearance for self and subordinates in accordance with company policy
Financial Services Consultant Charlotte
06/2009
-
06/2012
Philadelphia, PA
- Attends pertinent training on request
- Masters or further studies - would be desirable
- Recognised project management qualifications - would be desirable
- Experience of working in and / or with large scale organisations
- Comprehensive reporting and presentation skills are essential
- An ability to work effectively in multi-disciplinary teams
- An ability to contribute and deliver in a project environment
- Effectively manage a number of tasks
Education
Southwestern University
2004 - 2009
Bachelor's Degree in Economics
Professional Skills
- Excellent analytical and writing skills demonstrating fluency in English
- Demonstrated experience managing or conducting research
- At least five years of demonstrated experience working in digital financial services with financial service providers
- Tolerance to ambiguity and flexibility with shifting priorities
- Proven ability to impact and influence client decisions to ensure they are making the right choices based on their individual needs
- Attention to detail to generate results while complying with client experience and quality standards
- A mix of public accounting and large company private industry experience is ideal
How to write Financial Services Consultant Resume
Financial Services Consultant role is responsible for reporting, software, retail, finance, credit, securities, training, trading, research, insurance.
To write great resume for financial services consultant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Services Consultant Resume
The section contact information is important in your financial services consultant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Financial Services Consultant Resume
The section work experience is an essential part of your financial services consultant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial services consultant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial services consultant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Services Consultant resume experience can include:
- A strong attention to detail and commitment to quality and excellent MS Word, Excel and PowerPoint skills
- Proven experience in an automotive retail Finance and/or Sales role
- An ability to build strong networks
- Analytical mind set with a proven ability quickly understand client needs
- Document and share constructive and timely feedback on both the client and FSC experience
- Leveraging multiple resources while educating and devoting time with our participants through intuitive conversations
Education on a Financial Services Consultant Resume
Make sure to make education a priority on your financial services consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial services consultant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Financial Services Consultant Resume
When listing skills on your financial services consultant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical financial services consultant skills:
- Establishes and maintains good working relationships with several finance sources, including the manufacturer
- Establishes and maintains good working relationships with several finance sources, including manufacturer
- Valid and active Life Insurance License (1A)
- Analytical mind set with a proven ability to quickly understand client needs
- CEBS or CIP would be considered strong assets
- CSC, IFIC, CFP, CEBS, CIM or CFA would be considered strong assets
List of Typical Experience For a Financial Services Consultant Resume
1
Experience For Dallas Financial Services Consultant Academy Resume
- Assess clients’ needs for life and health insurance and provide recommended protection solutions
- Assists clients in meeting their financial goals through personalized, in-depth counseling and recommendations of appropriate investments in equity and debt instruments. Helps to determine proper strategy, based on anticipated needs and risk tolerance. Answers clients concerns and questions. Conducts investment seminars for clients and prospects
- Applies current information, along with prior knowledge and experience, to determine the most appropriate investments for each client. Ensures proper account documentation
- Stays abreast of market and securities suitable for clients. Reviews research materials and financial news for areas of opportunity and concerns, and advises clients and other key stakeholders as necessary
- The Fast Track Program is for candidates who are not currently Series 6 or 7 licensed, but wish to become licensed
2
Experience For Financial Services Consultant Charlotte Resume
- Assess GRS members’ needs for life and health insurance and provide recommended protection solutions
- Provide investment and protection guidance to clients related to their Wealth and Protection needs, including Voluntary Benefit insurance, savings and retirement income
- Assess clients needs for life and health insurance and provide recommended protection solutions
- Criteria 2: Proposed approach to work – 20 points
- Criteria 4: Relevance of academic qualifications – 5 points
- Track record or successful development and implementation of DFS projects
3
Experience For Financial Services Consultant Banker Resume
- Previous work in Sub-Saharan Africa and Tanzania, in particular
- Fluent in English, Swahili an asset
- Successful completion of the Canadian Securities Course (CSC) and/or Canadian Investment Fund Course (IFIC)
- Successful completion of the Canadian Securities Course (CSC) and/or Canadian Investment Fund
- Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)
- Financial proposal: 30%
List of Typical Skills For a Financial Services Consultant Resume
1
Skills For Dallas Financial Services Consultant Academy Resume
- Establishes and maintains good working relationships with several finance sources, including the
- Acquires and maintains current state insurance license, completing continuing credit insurance
- Trains the sales staff regarding the benefits of financing, insurance and extended service
- Coordinates finance forecasting with sales department forecasting to achieve desired levels of
- Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting
- Acquires and maintains current state insurance license, completing continuing credit insurance education as needed
- Trains the sales staff regarding the benefits of financing, insurance and extended service programs
- Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income
- Coordinates finance forecasting with sales department recasting to achieve desired levels of penetration and income
2
Skills For Financial Services Consultant Charlotte Resume
- Sells financing and credit life, accident, and health insurance to customers
- Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to
- Seeks new lending institutions to secure competitive interest rates and finance programs
- Develops and monitors guidelines for working with customers to ensure maximum customer
- Seeks new lending institutions to secure competitive interest rates and finance programs continually
- Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction
- Provide investment and protection guidance to clients related to their Wealth and Insurance needs, including insurance, savings and retirement income
- Impact and influence client decisions
- In depth knowledge of individual insurance products (life, health and critical illness)
3
Skills For Financial Services Consultant Banker Resume
- Quebec applicants - Bilingual
- Broad knowledge of pertinent securities market and investment vehicles, along with the experience and perspective to apply toward the effective management of client assets
- Broad knowledge of securities trading patterns and market trends
- Proficient using a Personal Computer and related software applications such as Microsoft Office, Internet, and other job specific databases
- Provides customers with thorough explanation of aftermarket products and extended warranties
- Converts cash deals to finance
- Processes finance and lease deals accurately and fairly through financial sources to secure
- Processes all federal, state, and corporate paperwork related to vehicle transaction
- Understands and complies with federal, state, and local regulations that affect the new- and usedvehicle
4
Skills For Senior Financial Services Consultant Dublin Resume
- Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner
- Provides customers with complete explanation of manufacturer and dealership service procedures
- Provides sales force and sales managers with current information about finance and lease
- Works with sales managers to secure a reasonable profit from every sale
- Ensures collection of all finance and insurance fees
5
Skills For Licensed Financial Services Consultant Resume
- Prepares reports on finance penetration
- Works closely with general sales manager to establish sales department goals and objectives and
- Ensures that they are achieved
- Processes finance and lease deals accurately and fairly through financial sources to secure approval
- Understands and complies with federal, state, and local regulations that affect the new and used vehicle and finance departments
6
Skills For Financial Services Consultant Academy Resume
- Provides customers with complete explanation of manufacturer and dealership service procedures and policies
- Provides sales force and sales managers with current information about finance and lease programs continually
- Works closely with general sales manager to establish sales department goals and objectives and ensures that they are achieved
- Understands and complies with federal, state, and local regulations that affect the new- and used vehicle and finance departments
- High sales and a service orientation
- Positively adapt to change as products, processes and systems continue to evolve
- Proficient knowledge of GRS products, GB products and CSC Rollover products
- Assess clients needs for life, critical illness and health insurance and provide recommended insurance solutions based on the unique circumstances of the client and their family
7
Skills For Financial Services Consultant Resume
- High sales and service orientation
- Proficient knowledge of Individual wealth and insurance as well as Direct-to-Consumer products
- Provide investment and protection guidance to clients related to their Wealth and Financial needs, including Voluntary Benefits (VB) insurance, savings and retirement income
- Highlight investment and insurance options presented to SLF GRS members
- Discover SLF GRS members financial and health needs, including full review of their Pension and Retirement income needs, insurance coverage and additional savings prospects
- CSC Experience is strongly recommended
- Experience training financial services provider staff
- Experience in blended or outbound Call Centres or telephone servicing
- Experience with call centers or telephone servicing
8
Skills For Dallas Financial Services Consultant Academy Resume
- Criteria 3: Familiarity and experience with microfinance and financial inclusion – 10 points
- Valid and active or in progress Life Insurance License is a requirement of this role
- Valid and active Life Insurance License is a requirement of this role
- Valid and active Life Insurance License (LLQP) or Insurance of Persons license in Quebec (1a) is a requirement of this role
- Valid and active MFDA license
- Three professional references including name, affiliation and email addresses
- Highly motivated and focused on delivering results and outcomes
- Comprehensive and deep understanding of life insurance products, wealth management products, financial markets and retirement options
- Familiarity working in refugee settlement camps
9
Skills For Financial Services Consultant Charlotte Resume
- Responsible for achieving Wealth and Protection sales targets
- Comprehensive and deep understanding of insurance products, wealth management products, financial markets and retirement options
- Financial control, including
- Perform risk assessment profile to align members investment needs to their desired risk tolerance
- Provide an overview of Retirement saving options and provide clear explanations around the retirement income products. Make recommendations on maximising savings by using retirement product selections
10
Skills For Financial Services Consultant Banker Resume
- Valid and active Life Insurance License (A1)
- Perform needs analysis for protection products so to align members protection needs to their desired coverage
- Proficient knowledge of Wealth and Insurance products, Group Retirement Services products and Group Benefit products
- Confirmation of availability to take up assignments for the whole period
- Able to adapt to a high-performance culture
- Positively impact and influence the decisions of plan members to ensure they are choosing the right products, funds and services that match their needs, risk tolerance etc
- Criteria 1: Extent of relevant previous experience – 35 points
List of Typical Responsibilities For a Financial Services Consultant Resume
1
Responsibilities For Dallas Financial Services Consultant Academy Resume
- Maintains insurance files
- And finance departments
- Penetration and income
- Education as needed
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