Joey Proffitt **** Elizabethton Hwy, Johnson City, TN 37601
[pic]
abh91f@r.postjobfree.com . Direct 423-***-****
Financial Rep
Summary
I am in my 7th year as a financial representative. I have had great
success with building business from 0 to becoming Top Producing. I was a
police officer for 9 years which helped me to develop people skills. I
find building trust with prospects the best way to develop clients for the
long term. I was Top Producer for New Peoples Bank 2 straight years. I am
currently working for VALIC inside of a group retirement plan. I enjoy
meeting new people and maintaining clients. I have experience in most areas
of investments. I have also helped clients and prospects to develop budgets
to ensure their way of life way. I am looking for a company I can grow
with and help many more people.
Employment History
Valic, Kingsport,TN 2010 to Present
Investment Rep
Service and grow clients inside of Wellmont health care. Help clients with
service loans and asset management.
. [ Include skills or traits that support your ability to succeed in
your career objective. ]
. [ List other accomplishments relative to your job target (quantify
with measurable terms). ]
New Peoples Bank, Abingdon, VA 2007 to 2009
Fin Rep
Regional manager for 5 branches for financial planning. I traveled
throughout East TN and SW Virginia to meet with clients. I also trained
branches on how to look for a referral and to set appointments.
. Top Producer for 2 years
. Trained many employees on how to help grow business. When Ieft I had
11 branches.
. [ List other accomplishments relative to your job target (quantify
with measurable terms). ]
Education
Milligan College, Johnson City, TN 2003
B.S., Business
GPA: Grad Cum Laude
Skills
. CRPC
. Series 7, 63, 66, life and health
. Completed all my CFP classes and now I just need to pass the test.
. [ Skill Area: List several related skills (separate with commas). ]
Licenses
Securities training, Finra ongoing training., 2003 to 2010. Maintain FINRA
training.
Honors
Top Sales, Top Sales person, 2007 to 2009. Top Sales for New Peoples Bank.
Volunteer
[ Organization ], [ City, State ] 19xx to 19xx
[ Job Title or Position ]
[ Describe the volunteer work you have participated in and your role within
each organization. Emphasize experience, accomplishments, and skills
relevant to your job target. ]