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
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.
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.