Bessie Brown - Assistant Vice President Resume Simple
To obtain a position that will allow me to utilize my skills and experience in the field of finance, accounting, and customer service.
  • planning, marketing, and marketing, life insurance, closing, benefits, sales and, reporting, clients, insurance
  • closing, marketing
  • 2017-12-252017-12-25

    Assistant Vice President


    • Served as liaison between clients and other departments to ensure accurate and timely reporting of financial results and provided recommendations for improvements to the general ledger and staffing needs.
    • Manage the sales and marketing of the financial services Group, including the development of new and existing relationships with the insurance companies, and the integration of new products and services.
    • Provide coaching and mentoring to new employees on the financial planning process, including the creation of a new account opening, and the establishment of a new brokerage account.
    • Received the first year of the year award for the benefits of the life of the business. This was a new Allstate life insurance company.
    • Led a team of 3 to develop a new business model for the company. Increased the number of clients by over 50% in the first year.
    • Managed the closing of the loan portfolio for the company and the first time in the company. I was responsible for the development of a new client relationship.
  • 2017-12-252017-12-25

    Sales Specialist

    San Ysidro High School

    • Work with marketing team to ensure that all client needs are met and closing. Manage and maintain client relationships.
    • Consistently exceeded sales goals by 150% and increased revenue by over 50%. Achieved 100% of the year in the first quarter of 2014.
    • Work with the sales team to develop and implement a plan to achieve the goals of the client. Provide guidance to the financial advisor.
    • Assist in the development of new business opportunities and provide support to the sales team. Create and maintain a client base.