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Briggs McDonald
Adviser Sales
Summary
Highly motivated and results-oriented Adviser Sales with a proven track record of exceeding sales targets. Proven ability to develop and implement successful client onboarding processes, collaborate with marketing teams to generate qualified leads, conduct in-depth needs assessments, manage client portfolios, and provide comprehensive financial planning advice. Excellent communication and interpersonal skills with a strong understanding of financial planning, investment analysis, retirement planning, tax planning, estate planning, and insurance planning. Expertise in educating clients on complex financial concepts and market trends, empowering them to make informed financial decisions.
Education
Bachelor of Science in Financial Planning
August 2017
Skills
- Financial Planning
- Investment Analysis
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
Work Experience
Adviser Sales
- Managed a portfolio of over $50 million in client investments, achieving an average annual return of 7%.
- Provided comprehensive financial planning advice to individuals and families, covering topics such as retirement planning, estate planning, and investment management.
- Educated clients on complex financial concepts and market trends, empowering them to make informed decisions.
- Resolved client queries and provided exceptional customer service, maintaining high levels of client satisfaction.
Adviser Sales
- Exceeded sales targets by 25% in Q3 2022, driving a $1.5 million increase in revenue for the company.
- Developed and implemented a client onboarding process that reduced churn by 15%.
- Collaborated with marketing to create targeted campaigns that generated over 500 qualified leads.
- Conducted indepth needs assessments to identify client requirements and tailor financial solutions.
Accomplishments
- Successfully developed and implemented a comprehensive financial planning strategy for highnetworth clients, resulting in a 15% increase in their investment portfolio
- Consistently exceeded quarterly sales targets by 20%, significantly contributing to the overall growth of the advisory team
- Streamlined onboarding processes, reducing client turnaround time by 30%
- Established and nurtured strong partnerships with key industry professionals, expanding the firms referral network
- Developed and delivered educational webinars on financial management to clients, increasing engagement and trust
Awards
- Top Sales Advisor for Consecutive Quarters Recognized for exceptional performance in sales revenue generation
- Presidents Club Award Achieved sales targets consistently exceeding expectations
- Adviser of the Year Honored for excellence in client relationships and advisory services
Certificates
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
- Chartered Life Underwriter (CLU)
- Certified Wealth Management Advisor (CWMA)
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How To Write Resume For Adviser Sales
- Quantify your accomplishments with specific metrics and data.
- Highlight your expertise in financial planning, investment analysis, and other relevant areas.
- Showcase your ability to build strong client relationships and provide exceptional customer service.
- Tailor your resume to each job application, emphasizing the skills and experience most relevant to the specific role.
Essential Experience Highlights for a Strong Adviser Sales Resume
- Exceed sales targets and drive revenue growth.
- Develop and implement client onboarding processes to reduce churn.
- Collaborate with marketing teams to generate qualified leads.
- Conduct in-depth needs assessments to identify client requirements and tailor financial solutions.
- Manage a portfolio of client investments and achieve consistent returns.
- Provide comprehensive financial planning advice covering a range of topics.
- Educate clients on financial concepts and market trends to empower informed decision-making.
Frequently Asked Questions (FAQ’s) For Adviser Sales
What is the job outlook for Adviser Sales?
The job outlook for Adviser Sales is expected to grow faster than average over the next decade due to the increasing demand for financial planning services from individuals and families.
What are the key skills required for Adviser Sales?
Key skills for Adviser Sales include financial planning, investment analysis, retirement planning, tax planning, estate planning, insurance planning, communication, and interpersonal skills.
What are the career advancement opportunities for Adviser Sales?
Career advancement opportunities for Adviser Sales include positions such as Senior Adviser Sales, Wealth Manager, and Financial Planner.
What is the average salary for Adviser Sales?
The average salary for Adviser Sales varies depending on experience, location, and company. According to Indeed, the average salary for Adviser Sales in the United States is around $75,000 per year.
What are the benefits of working as an Adviser Sales?
Benefits of working as an Adviser Sales include a competitive salary, bonuses, commission, health insurance, paid time off, and opportunities for professional development.
What is the work environment like for Adviser Sales?
Adviser Sales typically work in an office environment and may travel to meet with clients. They may work independently or as part of a team.
What are the challenges of working as an Adviser Sales?
Challenges of working as an Adviser Sales include meeting sales targets, managing client expectations, and keeping up with changes in the financial markets.
What is the most rewarding part of working as an Adviser Sales?
The most rewarding part of working as an Adviser Sales is helping clients achieve their financial goals and make informed decisions about their financial future.