Financial Services Representative Resume

Added on July 3, 2011 in Accounting and Banking Resumes, F, Sales and Marketing Resumes by admin

Donna Powell

3035 Salem Meadows Dr Sw

Rochester, MN55902


Professional Profile

Results-oriented financial services professional exemplified by a steady increase of responsibility.

Customer-satisfaction focused: Utilize verbal communication skills and superior product knowledge to perform benefits analysis and proactively recommend and implement solutions. Results-motivated: Deliver highly effective and energetic service and sales presentations culminating in exemplary results. Team-oriented: Apply negotiation and team building skills to coordinate the activity between internal departments required to meet client needs.

Education and Licenses

MBAUniversity of Minnesota, Rochester, MN May 2007

BS Political Science (International Business concentration) University of Minnesota, Rochester, MN May 2001

Series 6 & 63

Life, Accident and Health Insurance

Pursuing CFP Designation

Professional Experience

Agstar Financial Services, Rochester, MO August 2001 – Present

Institutional Liaison September 2007 – Present

  • Create Time & Action plans geared toward the successful and timely implementation of all interdependent processes and compliance issues related to plan administration
  • Foster and maintain relationships with high priority institutions of $350,000,000 in assets and effectively retained 10 major institutional clients
  • Evaluate customer relationships and ensure that all recommendations and procedures are fully functional, prior to their implementation
  • Monitor and proactively combat the administrative activities of competitors, resulting in the retention of 700 individual clients
  • Conduct sales and service meetings to determine best cost effective and efficient plan to implement
  • Assess and evaluate customer plan requirements by conducting needs assessments using service surveys
  • Advise institutions on changes or enhancements to administrative procedures and policies
  • Measure and manage internal procedures to identify and resolve service shortfalls
  • Coordinate communications between internal processing areas, ensuring proper plan implementation.
  • Provide detailed financial information for the completion of Form 5500
  • Perform compliance testing and compute employer contributions
  • Develop strategies for implementing plan design changes
  • Interpret plan documents

Service Plus Representative August 2004 – September 2007

  • Contributed to the development, implementation and control of specialized marketing campaigns targeted to individual customers
  • Monitored and combated the activities of competitors to influence individual customers
  • Conducted follow-up sales contacts resulting in increased annuity premium volume
  • Designed and implemented strategies to counter competitive tactics
  • Expanded new business from external rollovers and asset transfers

Individual Telephone Consultant August 2001 – August 2004

  • Promoted Agstar Financial Services products, services and investment performance relative to those of competitors
  • Calculated and recommended optimal combination of products needed to achieve retirement goals
  • Counseled individuals on a broad range of financial planning issues using superior product knowledge
  • Guided individuals in establishing financial goals
  • Proactively corrected misinformation

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