Edward Rutherford

Email: abqm9q@r.postjobfree.com

Address: **** *. ***** ***** **

City: Glendale

State: AZ

Zip: 85310

Country: USA

Phone: 623-***-****

Skill Level: Experienced

Salary Range: $40,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Edward B. Rutherford

4135 W. Villa Linda Dr. Glendale,Az 85310 623-***-****

Objective

To continue my career in the Phoenix area, joining a successful, stable work environment where my primary strengths, administration, office management, excellent organization skills and team dedication will be a benefit and asset to the goals of the company.

Experience

USAA

Investment Management Group Investment Sales/Service August 2004 September 2012

Duties include daily activities researching of client transactions, processing client request, helping clients navigate account features, providing issue resolution, responding to inbound client inquires, supporting office staff request, and assisting other USAA operations and service departments.

USAA

Investment Management Group Life/Sales & Service March 2003 August 2004

Responsibilities include selling life insurance to existing members and assisting in the sales and service support of members.

Prudential Securities

Client Advisor March 2001 March 2003

Responsible for all aspects of the high net worth relationship. Demonstrate integrity and trust in all client relationships. Assess financial scenarios and coordinate specialists to provide solutions to our clients. Demonstrate planning and follow up skills with all client interactions. Exceptional confidence in prospecting, profiling, closing and negotiation with a track record of financial sales.

Charles Schwab

Schwab One- Customer Service Rep 1 ( Adecco Temp Agency) November 2000 January 2001

Responsible for working with customers accounts in problem solving, developing customer relationships, and maintaining a high level of customer satisfaction.

Investment Specialist 1 May 2000-September 2000

Focused on furthering business development efforts by lead follow up and building client relationship through high quality personalized service. Generate, qualify and convert leads, establish rapport with clients, help clients match their investment needs with Schwab products and services.

Arizona Automobile Association of Arizona

Sales Agent July 1999 April 2000

Responsibilities include selling personal lines of insurance including auto, home and life insurance. Selling requirements include the sale of AAA emergency road service memberships and the development of building customer relationships through quality customer service.

Allstate Insurance Company

Sales Agent August 1995 July 1999

Owned and operated a successful agency with annual growth to the agency of $160,000.00 new premium each year. Developed and maintained processes to the agency that would enable the agency to grow.

Responsibilities included developing office staff that handled all office administration task. Prepared proposal preparations of both life insurance and personal lines of insurance. Fielded all questions concerning administration, claims, billing and customer complaints. Maintained weekly and monthly progress reports.

Honeywell Inc., Commercial Flight Systems: Phoenix,Az

PC Administrator, December 1980 August 1995

Duties were to maintain a series of systems and links that were connected to main software systems. The systems were set up and designed to assist engineers in developing and designing new technology for the aviation systems for commercial jet carriers.

Mechanical Engineering Aid

Responsible for the support of the Mechanical Engineering Department, during design of electronic avionics equipment, emphasizing in the packaging, lighting, and thermal design requirements. Involved in the design of several avionics products used in the Boeing 737, and 777 aircraft programs.

Personal Skills and Accomplishments

Self motivated team player and individual contributor with strong phone sales skills and success in outbound calling. Proven business development skills and results.

NASD Series 7 and 63 licensed, AAMS Designation

Arizona Insurance licensed for Property, Casualty, Disability, Life and Annuities.

Education

B.S. Degree, School of Global Management and Leadership

Arizona State University

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