Velma Hauser - Financial Advisor Resume Simple
I am a highly motivated, results-driven, and financial professional with over 10 years of experience in the banking industry. I have a proven track record of success in the areas of financial services, and sales.
  • analysis, tax, clients, organization
  • brokerage, networking, marketing, increase, social networking, twitter, clients
  • 2017-12-252017-12-25

    Financial Advisor

    Verisk Analytics

    • Perform analysis of financial data to determine the best solution for client needs. Provide recommendations for products and services.
    • Educate clients on the importance of tax and retirement planning, and organization of their financial needs. I am also responsible for the development of a new client base.
    • Prepare financial statements for clients to help them understand their financial goals. Provide information on the client's current situation and make recommendations for changes to the client's financial situation.
  • 2017-12-252017-12-25

    Sales Producer


    • Created marketing campaigns, including social media, networking, and cold calling. Managed and maintained a high level of client relationships.
    • Worked with clients to develop and implement marketing strategies, including social media, direct mail, and telephone. Created and maintained a positive relationship with the company.
    • Conducted market research to determine the best product for the company. Created a marketing plan to increase sales. Developed a new website for the company.
    • Managed and maintained a high level of customer relationships and the ability to build a strong client base. Increased sales by 30%.
    • Increased sales by developing and implementing a marketing plan, including cold calling, email, and web pages. Personally generated over $1.