Sales Representative

Michael S. Steffen

**** ********* ***** ** • Jupiter, FL 33458 • 859-***-**** (Cell) • **********@*****.***

Objective To secure a position that is challenging and enables me to utilize my financial and leadership skills.

Licensing Series 7, 63, 65, Insurance

Experience TD Ameritrade October 2009-Present

West Palm Beach, FL

Investment Consultant

• Managed book of over 400 High Asset Clients aligning investment solutions with investment

needs

• Top performer in Guidance Solutions including Advisory Products as well as Fixed Income

• Consistently exceeding outbound calls and contact rates

• Cultivated relationship with clients to bring in new business and refer prospects

• Introduced best sales practices at weekly meetings

Fidelity Investments September 2007-October 2009

Boca Raton, FL

Investment Representative

• Exceeded PAS, Insurance, Mutual Funds and Guidance goals

• Consistently exceeding outbound call goals

• Brokerage champion lead

• Developed relationships with clients and prospects by focusing on customer needs

• Worked with regional support group to develop business solutions

Fidelity Investments July 2007-September 2007

Boca Raton, FL

Client Service Specialist

• Worked with Fidelity’s ultra-high net worth clientele

• Uncovered sales opportunities for Account Executives

• Managed inbound calls generated by Account Executives book of business

Fidelity Investments July 2006-June 2007

Boca Raton, FL

Financial Representative

• Uncovered guidance and sales opportunities for representatives

• Assisted with maintaining Top Ten NIGO ranking in nation.

• Maintained excellence in AO tool for efficiency and increased CEI

Fidelity Investments July 2005-July 2006

Blue Ash, OH

Financial Representative

• Exceeded weekly team goals consistently

• Top 10 percent in every category for CEI

• Shining moment November 2005, December 2005 and March 2006

• Team representative of the month, May 2006

• Accurate Trader-Quarter One 2006

Northern Kentucky Chamber of Commerce Jan. 2005- April 2005

Fort Mitchell, KY

Membership Development Intern

• Exceeded monthly sales quota by 30 percent

• Supported effort in direct-mail campaign

• Cold called prospective businesses

• Managed Chamber’s database

Education Northern Kentucky University, Highland Heights, KY

B.A. in Speech Communication, Minor in History, May 2005

Final Overall G.P.A. 3.578 Graduating Cum Laude

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