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The sample below is for a Financial Representative Resume Sample. This resume was written by a ResumeMyCareer professional resume writer, and demonstrates how a resume for a Financial Representative 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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Dynamic and results focused professional with strong understanding on developing and implementing financial plans for individuals and organizations, and providing advise on investment strategies and their implications. Analytical and highly reliable in helping clients manage and achieve financial security. Effectively manage multiple, high-priority projects and take pride in providing exemplary customer service. Proactive with excellent interpersonal and communication skills, adept in providing articulate counseling to clients.

Core Competencies
Organizational Leadership • Investment Strategies • Strategic Planning • Client / Investor Relations
• Account Management • Needs Assessment • Customer Service • Negotiation & Presentation Skills


• Obtained 9th ranking out of more than 500 insurance agents from 2002 to 2003.
• Recognized as Rookie of the Year in 1996 and 1st ranked agent in 2006.
• Demonstrated strong ability to meet and exceed sales quotas on a regular basis.
• Successfully reached $4 million in premium in life sales.


WestPoint Financial Group – Mass Mutual 2010 – Present
Guardian Life Insurance Co. / Park Avenue Securities, Tarrytown, NY 2006 – 2010
State Farm Insurance 2004 – 2006
Farm Bureau Insurance 2001 – 2003
AXA Advisors 1996 – 2001


Attended college for 2 years; Indiana University – Bloomington, IN

Secondary Diploma; Hamilton High School – Hamilton, OH

Series 6, 63; Life & Health License; Property & Casualty


Batesville Area Chamber Of Commerce Board of Directors
Rotary Member
MainStreet Board Member
Professional Women’s Association

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