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Your Name

Financial Advisor

Pflugerville, TX

your.email@example.com
111-222-3333
www.your-website.com

Work Experience

Financial Advisor

WELLS FARGO ADVISORS,

Jun 2012Nov 2012

Added 15 new accounts in 11 weeks and a total exceeding $117,000 Assets Under Management. 
Completed the NASAA Series 66 Uniform Combined State Law Exam, scoring 86.

Practice Management Development (Advisor Trainee)

MERRILL LYNCH WEALTH MANAGEMENT,

Sep 2011Mar 2012

Completed the FINRA Series 7 General Securities Exam

Insurance Agent, Life and Health Lines

INSPHERE INSURANCE SOLUTIONS,

Jul 2010Aug 2011

  • Presented Life, Health, and Long Term Care insurance products to individuals and business owners.
  • Regularly prospected small businesses of 2-100 employees, giving presentations to management and employees for group Health, Disability and Life insurance benefits, though respective HR departments.
  • Attended meetings of Austin Human Resource Management Association, local business leads groups, giving presentations at various functions.
  • Used internet-based tools: Jigsaw.com, ZoomInfo, etc. as well as referrals-based activities to win new clients.
  • Attended meetings of NAIFA,the largest professional association dedicated to the protection and advancement of insurance and financial advisors nationwide.

CONTRACT SALES POSITIONS IN INTERIM

Blue Ice Technology, Invenio Marketing Solutions, Pivot Networks, Austin, TX

Feb 2009Jun 2010

Professional Account Management, Sales, Lead Generation, Scoring

Inside Sales Associate / Account Manager

DELL, Round Rock, TX

Jan 2007Dec 2008

  • Developed and implemented account plans successfully driving attainment of critical business objectives.
  • Provided exceptional service in managing existing accounts, while identifying and securing new business in a fast-paced environment.
  • Effectively managed key accounts, including Rolls Royce, Citizen’s Financial, The Hartford, State Street, , FKI Logistex and supporting channel partners.
  • Achievement vs. Quota: Q1FY08 – 112%, Q2FY08 – 108%, Q3FY08 – 136%, Q4FY08 – 117%
  • Key Accomplishment: Enabled a customer to evaluate a new storage technology, Equal Logics PS5000e iSCSI SAN, providing customized follow-up throughout the evaluation and ensuring that all technical resources were available to the customer, resulting in saving $700K for the customer and a $3M win for Dell and the Acquisitions East team.

Inside Sales Associate / Account Manager

APPLE COMPUTER, Austin, TX

Apr 2005Oct 2006

  • Managed relationship and ensured customer satisfaction for key business accounts: Genentech, Sun Microsystems, Bank of America, Lucas Films (including Skywalker Sound and Industrial Light and Magic), Hallmark, The Gap, Nike, Adobe Systems, Knight Ridder and McClatchy Newsgroup.
  • Utilized databases and prospecting tools and methodologies to identify new opportunities.
  • Developed appropriate sales strategies to grow and develop pipeline.
  • Achievement vs. Quota: Q3FY05 – 180%, Q4FY05 – 196%, Q1FY06 – 128%, Q2FY06 -107%, Q3FY06 – 109%, Q4FY06 – 104%
  • Key Accomplishment: Working with the Field Systems Engineer and Engineering Team, sold several Xsan installations to customers in the media/broadcast space (KEYE, KTVT), and research pharmaceutical space (Genentech). Xsan storage area network when deployed across vMirror and Xserve / Xserve RAID saved the customer over $400K versus the nearest competitor and resulted for a $650K win for Apple and team.

DEPLOYED IN SUPPORT OF OPERATION IRAQI FREEDOM July 2003 - December 2004

Sales Associate

G.E. CAPITAL MODULAR SPACE, Pflugerville, TX

Jul 2002Jul 2003

  • Managed a wide range of sales and customer support functions as a member of a 4-person team supporting new and existing sales of modular structures, and on-site professional services.
  • Key Accomplishment: Took leading role in the sale of a 100% modular elementary school building, generating $4 million in revenue.

Inside Account Executive

SUNSET DIRECT, Austin, TX

May 1999Feb 2002

  • Performed lead cold-call prospecting, lead generation, and account management, regularly exceeding performance metrics for calls and lead generation.
  • Key Accomplishment: Recognized by CEO and company founder for developing an MS Excel-based lead-tracking module utilized by several members of the sales team to effectively manage accounts and leads, developing and mentoring junior employees in the use of MS Word and MS Excel

Education

Qualification Certificate in U.S. Army Public Affairs Officers Course,

U.S. Army Defense Information School, Fort Meade, MD

20032003

Qualification Certificate in U.S. Army Ordnance Officers Advanced Course / Career Captains Course

U.S. Army Ordnance Center and School, Aberdeen, MD

20002000

Qualification Certificate in U.S. Army Ordnance Officers Basic Course

U.S. Army Ordnance Center and School, Aberdeen, MD

19961996

Bachelor of Arts in Political Science and International Studies

University of Texas at Austin, Austin, TX

19921996

Skills

Sales and Proficiency Development Courses: “How to Win Friends and Influence People” - The Dale Carnegie Institute, 2002 “Selling By Phone” – Linda Richardson, 2005 “Sales 2.0 – DreamForce 2006” – Salesforce.com, 2006 “Six Keys to Winning the Complex Sale” – Rick Page, 2006 “Secrets of Question-Based Selling” - Thomas Freese, 2008 “The Consultative Sales Process” – John Males, Baker Communications Group, 2008 Computer Hardware and Software Proficiencies: Highly Proficient in the use of both Apple/Mac and Microsoft applications for the office (Word, Excel, Access, Outlook, PowerPoint) and the Salesforce.com CRM.

Additional Information

MILITARY EXPERIENCE AND ACHIEVEMENT

Company Commander, 736th General Support Maintenance Company, Gatesville / New Boston, TX
  • Key Accomplishments: Led 216 soldiers for 20 months through training tasks requisite for promotion. Prepared the unit for deployment alongside the 1826 Transportation Company for deployment to Afghanistan.
Division Logistics Coordinator, DISCOM, 49th Infantry Division, Austin, TX
  • Key Accomplishments: Coordinated materiel allocation and logistics support workflow at the Division Support Command Level, resulting in a 41% reduction in missed maintenance targets in consecutive state-wide Annual Training exercises. The estimated savings to the Texas Army National Guard, as provided by the Army Finance Directorate at National Guard Bureau Headquarters was
$4.25M.
Platoon Leader / Executive Officer, Company C, 249th Main Support Battalion, Austin, TX
  • Key Accomplishments: Performed the duties of the Company Commander in his leave, coordinating the work of Company C, 249th MSB with five other companies in the Battalion, providing Direct Support Maintenance and Logistics support and coordinating training of internal and external (Unit-Level) maintenance technicians. Provided for the health and welfare, support and training of 130 soldiers as Executive Officer and 38 soldiers as Heavy Equipment Maintenance Platoon Leader through five consecutive Annual Training exercises and 48 monthly training assemblies.

Awards and Decorations:
Meritorious Service Medal (1), Awarded Year: 2004
Army Commendation Medal (2), Awarded Years: 2000, 2002
Joint Service Achievement Medal (1), Awarded Year: 2004
Army Achievement Medal (3), Awarded Years: 1995, 1998, 2000
Army Reserve Components Achievement Medal (6), Awarded Years: 1995, 1996, 1997, 1999, 2000, 2002, 2004
National Defense Service Medal (1), Awarded Year: 1993
Texas Faithful Service Medal (1), Awarded Year: 2004
Iraqi Campaign Medal (1), Awarded Year: 2004
Global War On Terrorism Expeditionary Medal (1), Awarded Year: 2004
Army Service Ribbon (1), Awarded Year: 1994
Army Reserve Components Overseas Training Ribbon (4), Awarded Years: 1995, 1997, 1998, 2002
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