Financial Sales and Relationship Manager Resume
Darlene D. Valtierra
131 Goldleaf Lane
Jersey City, NJ 07 041
(331) 110-7866
SALES AND FINANCIAL relationship management
Excellent · Books are sold to pension plans and investments for companies and individuals.
· Ensure licensed in New Jersey.
• Communication and excellent interpersonal skills. Able to determine the needs of the customer and to offer long-term projects investment objectives.
Apparent · Ability to lead projects and to ensure the transition plan.
° Jurisdiction and independently and as part of a team.
PROFESSIONAL EXPERIENCE
STOOJIAN AND Galetta – Jersey City, NJ
Since 2004
INVESTMENT EXECUTIVE
• Provide consultation to customers of new and established 401 (k).
• To improve sales by 35% compared to the previous record, excellent customer service.
• Present financial products to business owners, individuals, managers and human resource managers.
· Gives financing seminars for employees and plan administrators on asset allocation and risk reduction.
• Help customers to choose and design their plans. Provide education and ongoing support.
AND BLAKE EDWARDS – Newark, NJ
2001-2004
FINANCIAL ADVISOR
° provided consulting services to small and medium enterprises.
To innovate is used for marketing upsell to existing customers and generate new business customers.
Wayside SECURITIES – Hoboken, NJ
1995-2001
DIRECTOR
• The recruitment for working with high net worth individuals using a consultative selling approach.
• Identification opporunities market expansion, focusing on B2B sales and build relationships with small businesses.
• Provided more than $ 300,000 in gross annual sales for the first year.
Partners CMSJ – Hoboken, NJ
1989-1995
Vice-president
· Provided consultations investment to individuals.
· Estimate the customer’s needs and goals, and worked as independent money managers to achieve these objectives.
• Delivered quarterly reports to clients.
PRUHOME VALUES – Trenton, New Jersey
1985-1989
Investment Executive
• Provide investment advice to retail customers.
EDUCATION
School of Finance (50 credit hours)
Hoboken, New Jersey
Licensure
Registered investment advisor
NJ State Insurance
Professional affiliations
Investment Management Consulting Association, member