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The sample below is for a Associate General Agent Resume Sample. This resume was written by a ResumeMyCareer professional resume writer, and demonstrates how a resume for a Associate General Agent Resume Sample should properly be created. Our Certified Professional Resume Writers can assist you in creating a professional document for the job or industry of your choice. A professional resume writing service can significantly increase your changes of securing employment in a quick time manner.

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Accomplished and dynamic financial adviser and management professional, with more than 11 years’ experience in agency management, consistently recognized for effective operations and client relationship management and ability to develop sales and marketing strategies, delivering profitable solutions to attract and maintain accounts and customers, and propel company growth. A highly dedicated individual and a proven leader with documented success in progressively dynamic and challenging positions, with working knowledge of the principles and techniques of effective supervision and training. Self-motivated and efficient with a valuable track record in business development and account management strategies, with proven ability to work effectively in busy environments with positive results. Proactive with excellent interpersonal and communication skills, fluent in Laotian and Thai languages, experienced in working with different personalities including clients and vendors as well as working on own initiative.

Core Competencies

Organizational Leadership • Account Development • Sales & Marketing • Customer Service • Staff Training & Development • Strategic Planning & Implementations • Market Evaluation • Client Relationship Management


Allegis Financial Partners • Northern Utah start-end-date
Associate General Agent
Managed sales projections, developed sales strategies, established resources and budgetary requirements and contributed to critical policies and decision making to achieve sales goals. Provided evaluation and motivation to sales force. Performed periodic reviews of team members, created individual activity plan with quarterly and year-end sales objectives. Resolved customer disputes, maintained and developed excellent client relationships and prepared personal business portfolio of high value clients. Implemented sales activities and client contact schedules to optimize sales initiatives and achieve stated business objectives. Monitored market trends, developed long-term relationships with key clients, participated in client meetings with individual members of the sales team, provided feedback and closed critical sales deals. Attended in key marketing activities and improved networking with present and prospective clients. Provided strategic contributions to product launches, promotions, and advertising and high profile exhibitions. Expanded sales opportunities across existing client portfolio, improved strategic partnerships and prepared accounting plans. Prepared regular reports on performance trends and revised projections vis-a-vis initial targets. Trained sales staff and enforced organizational rules and regulations within department.


Technical Sales
Weber State University, Ogden UT

Chartered Life Underwriter, Accredited Estate Planner and Life Underwriter
The American College, Pennsylvania


Chartered Life Underwriter, Accredited Estate Planner & Life Underwriter Council Fellow, 2005/2011/2012
The American College of Bryn Mawr, PA

National Association of Insurance and Financial Advisors
Northern Utah Estate Planners Association
Park City Utah Chamber of Commerce
Davis County Utah Chamber of Commerce

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