Maire Seitz - Financial Advisor Resume Simple
To obtain a position in a financial institution where I can utilize my skills and experience in the field of finance and accounting. I have a strong work ethic, and the ability to learn and grow.
  • sales training, training, investments, series 6, clients, insurance
  • mutual funds, investments, clients, insurance, series 6, financial analysis, analysis
  • 2017-12-252017-12-25

    Financial Advisor

    Autonomous University of Santo Domingo

    • Sales of over $1.5 million in new assets and insurance. Responsible for the planning and execution of a variety of investment products and services.
    • Develop and implement sales strategies for clients through cold calling, referrals, and referrals. Also, conduct presentations and training seminars for the purpose of providing financial advice.
    • Selling and selling of financial products and services to individuals and businesses. Also responsible for the sales of investments and other financial products.
    • Coach and mentor new employees on how to use the financial products and services available. I have also responsible for the development of a team of specialists.
    • Develop and implement sales strategies to meet and exceed client expectations. Build relationships with existing and prospective customers. Assist in the development of new business.
    • Manage and develop a book of business for the branch and sales force. Work with the financial advisor to create a strong relationship with the client.
  • 2017-12-252017-12-25

    Registered Representative


    • Provided financial analysis and investment advice on mutual funds, stocks, bonds, and annuities. Performed all insurance and investment needs.
    • Developed and maintained relationships with clients through the use of financial products, including: Mutual funds, stocks, bonds, and other investments.
    • Built and maintained relationships with clients, including the investment advisors, wealth managers, and financial advisors. Utilized a consultative approach to develop a comprehensive financial plan.
    • Achieved top producer in the district for the first time in the company. Ranked in the top 5% of the branch in the nation.
    • Provided financial advice to clients and prospects for the purpose of providing investment advice. I was responsible for the successful completion of the client.