Vance L. Kinney

**** ********* ****, ******** *******, Ohio 44125

216-***-****

acdrmj@r.postjobfree.com

OBJECTIVE:

I am seeking to obtain a position as a Financial Representative and Trusted Advisor assisting clients with comprehensive financial planning, maximizing my sales, management and customer service skills.

EDUCATION & LICENSES:

• Ashland University, Bachelor of Science in Education

• Hondros College: Life, Accident and Health &Variable Products

• Licenses: Series 6 and 63

• KeyBank Medallion Signature Guarantor

• KeyBank Certify Financial Trainer

• Notary Public

PROFESSIONAL EXPERIENCE:

Northwestern Mutual, Cleveland, OH March 2012 - February 2014

Financial Representative

Accomplishments

• Promoted after first year into lead program to mentor new financial representatives

• Achieved first year Bronze Award for sales

• Achieved new record for qualified prospects (500 new prospects)

• Achieved 75 lives club and ranked first out of 10 producers for financial plans

Responsibilities

• Offered a personalized approach to providing customized financial solutions tailored to each client's individual needs

• Established enduring relationships with clients while developing skills in fact finding and referral prospecting

• Provided need base personal planning analysis for each stage of client’s life

• Worked closely with clients to develop customized solutions that met their long-term financial goals and objectives

• Asked probing and challenging questions to uncover a prospective client's needs

• Identified and understood a prospect's needs to help create unique solutions

KeyBank, Cleveland OH July 2008 - February 2012

Branch Manager

Accomplishments

• Promoted from Assistant Manager to Branch Manager in two years

• Achieved top 5% in annuity sales out of 779 producers companywide

• Achieved 256% of annuity sales goal

• Ranked 4th out of 11 producers in the district

• Achieved most improved branch in the area of customer service increased 75% to 96%

• Recognized for deepening clients relationships

Responsibilities

• Demonstrated strong sales, people-management and customer-service skills which included developing and maintaining a good relationship with customers and employees

• Responsible for all of the functions of a branch office, like recruiting employees, interviewing, submittting loans and lines of credit, marketing the branch, building a rapport with the community in order to attract business and assisting customers with account problems

• Attained established Bank and branch goals through active participation in sales management and officer call programs

• Effectively communicated branch performance standards regarding client follow up

• Provided leadership to expand revenue and client relationships

• Ensured that the branch's goals and objectives are met in a timely fashion

KeyBank, Cleveland, OH November 2006 - July 2008

Assistant Branch Manager

Responsibilities:

• Collaborated with business partners by making referrals and conducting joint calls to deepen the client relationship

• Promoted and cross sold products and services to clients by informing of products, servicing and specials promotional and provide appropriate financial solutions

• Actively listened to concerns to provide clients with a tailored solution to close the sale

• Accurately completed new accounts documentation and system input

• Contributed to branch profitability by participating in branch initiatives

Rent-A-Center, Cleveland, OH April 2002 - November 2006

Store Manager

Accomplishments:

• Promoted from Assistant Manager to Store Manager in four years

• Managed Million Dollar store three consecutive years

• Achieved President Silver Club 100 new clients

• Achieved President Silver Club 25% annual profit

• Bronze Award Club for client retention

• Recognized for store of the month

Responsibilities:

• Managed the store inventory to maximize revenue and profit growth

• Properly recruited and hired a diverse staff to meet customer and store needs

• Created, managed and executed plans to increase sales

• Monitored and developed the sales skills of the store's Sales Associates

• Monitored and developed the collection and account management skills of the store

Rent-A-Center, Cleveland, OH January 1998 - April 2002

Assistant Manager

Responsibilities:

• Extensive exposure to managerial training, professional salesmanship, human relations, and interpersonal skills

• Counseled customers with past due accounts

• Processed sales transactions and payroll

• Addressed disciplinary and performance issues

• Created work schedules according to staffing needs and sales forecast

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