Customer Service Sales
Resume:
James Beaupre
***** **** **** *******, ****** ***67
907-***-**** / *******@***.***
SALES / ACCOUNT MANAGER / FINANCIAL ADVISOR / OPERATIONS
SUMMARY OF QUALIFICATIONS
An accomplished business professional with poise and proven success in sales, client relations and management. Successful in
acquiring new clients through attention to detail, out of the box thinking and developing creative solutions. Having expertise in
business development, financial services, insurance and banking. Equally comfortable working with CEOs, clients or colleagues. A
team player who promotes an environment in which everyone works together with the goal of exceeding client expectations and also
of increased profitability and growth of the company. Resourceful with an entrepreneurial spirit and a desire to excel. Happy to
relocate or to travel for the right opportunity. Key Strengths:
Sales / Account Management Market and Financial Analysis Asset and Liability Management Analytical Skills
Business Development Operations Creative Problem Solving Leadership Client Relations Team Building
PROFESSIONAL EXPERIENCE
CUNA Brokerage Services / CUNA Mutual Insurance 2009 Present
Financial Advisor
• Took over the Financial Services Program at Matanuska Valley Federal Credit Union which was at risk of being closed down
and terminated. Took ownership of the position and within one year, successfully revitalized and turned the Financial
Services Program around. After one year of leadership, the Financial Services Program had one of the best production years
that the Program had ever had in its seventeen years of existence .
• Ranked in the top five in production out of twenty financial advisors within the Northwest District and ranked
in the top one hundred and twenty five in production out of seven hundred financial advisors companywide.
• Was asked by senior management to create two new Financial Services Programs at Spirit of Alaska Credit
Union and at MAC Credit Union both in Fairbanks, Alaska. One week a month flew to Fairbanks to service clients and to
work with the credit union’s CEOs in further developing their Financial Services Programs.
• Requested and single handedly motivated CUNA Brokerage Services management to add Day Hagan Tactical Allocation
Fund to the brokerage platform. Successfully walked the Day Hagan Management team through the sales agreement process
to full completion.
• Supported eight branch locations in acquiring new business and strengthening existing client relationships by providing
creative retirement and investment solutions with brokerage and insurance services.
• Focused on providing solutions specific to each client and delivering a high level of customer service.
• Chartered Retirement Planning Counselor SM (CRPC®) designation from The College of Financial Planning,
FINRA Series 7 General Securities Representative License, Series 66 Uniform Combined State Registered Investment
Advisor License, Series 3 National Commodities Futures License, State of Alaska Insurance License.
Wachovia Financial Advisors 2007 2009
Financial Advisor
• Successfully opened new accounts and gathered customer assets through a period of unprecedented difficult stock market
conditions. Prospected for new business and through relationship building developed a network
of centers of influence to create new clients.
• Worked with business owners and high net worth investors to provide retirement and investment solutions using brokerage
and insurance services.
Mango Designs, Inc. 1988 2007
President / Sales Representative
• Built from ground zero a consistently profitable sales company selling nationwide to high end business accounts.
• Grew the business and increased revenue by providing excellent customer service. Nineteen years of business to business
sales experience. Managed the day to day operations while increasing sales.
Developed strong relationships with decision makers. Extensive travel.
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EDUCATION
University of Florida Associate of Science Horticulture 1981
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