View Cart

Certified Resume Writers | Professional Resume Writing Service ~ Starting at Only $99!

The sample below is for a Financial Services Representative Resume Sample. This resume was written by a ResumeMyCareer professional resume writer, and demonstrates how a resume for a Financial Services 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.

Get Started Now!


Results-focused and dynamic professional, with diverse experience steering and directing all aspects of operations, business development, sales, marketing, process improvements, and human resources. Recognized for consistently achieving company goals, and exceptional ability to deliver profitable solutions, and propel company growth. Efficient and highly motivated with working knowledge of the principles and techniques of effective supervision and training. Proactive with excellent interpersonal and communication skills, experienced in working with different teams and personalities including clients and vendors as well as working on own initiative.

Core Competencies
Business Development • Project Management • Strategic Planning & Development • Sales & Marketing
• Process Improvements • Client & Vendor Relations • Financial Management • Program & Events Coordination


MetLife / Bridge Financial Group, Staten Island, NY 03/2009 – Present
Financial Services Representative / Investment Advisor Representative
Provide expertise in relationship management, revenue growth, market penetration, and business development functions. Identify and acquire new markets, develop a solid referral base to increase the value and volume of new, repeat, and referred business. Evaluate client needs, present researched product and service solutions, and close sales.
Key Highlights:
• Function as a subject matter expert to small business clients with an emphasis on restaurateurs, closing sales of life insurance, fixed and variable annuities, and assets under management.
• Plan and execute short and long-term business development plans that support continued levels of revenue growth, improve market share, and optimize business positioning in a competitive sector.
• Collaborate closely with a Senior Specialist from the company’s Division of Estate Planning for Kids with Special Needs (MetDESK), providing educational workshops for local non-profit groups.
• Earned the MetLife Super Starter Achievement Award for Outstanding Sales within the First Quarter.

Banana Republic, New York 2006 – 2008
Assistant Store Manager – Customer Experience Supervisor
Oversaw the efforts of more than 30 employees in all aspects of retail store operations, sales, merchandising, inventory control, and customer service. Performed daily functions including general management, personnel management, scheduling, cash management, financial management, staff development, and client relations.
Carried out HR functions including hiring and recruitment, training and development, performance evaluation, administration of the disciplinary and grievance policies, and terminations.
Key Highlights:
• Coordinated with the General Manager and the leadership team to drive initiatives that improved employee engagement, customer experience, sales revenue, and service standards.
• Successfully increased sales (SPH) by $1300 to $2100 per hour, improving sales conversion rates by 35%, and positively influenced the store business goal of $4.5M in annual revenue.
• Steered improvements in the sales deficit, affecting a 12.4% deficit by 3.8% and increased the store’s credit card acquisition rate to 117.2%.

Birrell & Associates, Inc., Staten Island, NY 2003 – 2006
Owner / Real Estate Appraiser
Directed all aspects of general management, business development, sales, marketing, advertising, payroll, accounting, customer service, and client relations among others. Developed strong professional relationships with clients, banking officials and financial institutions. Managed finance; monitored the cost effectiveness of operations, the return on investment, and bottom line profitability, identifying areas of lost revenue. Computed final estimations of property values, factoring in depreciation, replacement costs, income potential, value comparisons, location, services, special features, and functional design.
Key Highlights:
• Established and built a highly successful appraisal business from the ground up, specializing in the appraisal of 1 to 4 family residential properties located in Staten Island, New York.
• Successfully completed over 5,000 Fannie Mae and institutional underwriting compliant residential valuations, generating more than $22.5 billion in approved mortgage funding.
• Developed the business profile within a highly competitive industry and consistently secured referred business through exemplary standards of customer service and account management.

Joseph S. Birrell & Associates, Staten Island, NY 1991 – 2003
Office Manager / Associate Appraiser
Handled the acquisition, administration and retention of new accounts, and support to existing and potential customers. Provided customer service and collaborated with various clients including national banks, lending institutions, attorneys, courts, builders, government agencies and private individuals.
Key Highlights:
• Prepared appraisals and estimated property values, to secure land value and sales information that supported substantiate findings and completed reports.


Computer Support Systems / Technical Support, 2000 – 2001
The Chubb Institute – North Brunswick, NJ

Real Estate Appraisal Licensing Program, 1997 – 1999
The New York Real Estate Institute – Brooklyn, NY

Salesperson’s Qualifying Courses, 1997
Richmond County Real Estate Institute – Staten Island, NY,

Summer Exchange Student Program – Studying Japanese Culture, 1989
Keimei Gakuen – Tokyo, Japan,

FINRA Series 6 and Series 63 and Life Insurance Licenses, current
Licensed in NY, NJ, and PA

New York State Licensed Real Estate Appraiser, 1997 – 2008


Director; Staten Island Business People (SIBP) Club
Member; Staten Island Chamber of Commerce
Member; Group Volunteer Work with St. Anthanasius Roman Catholic Church of Brooklyn
Member; P.S. 205 Parent Teachers Association (PTA)

Order From Us Securely at