Christine M. Papa
**** ******* **** *********: 757-***-****
Virginia Beach, VA 23452 E-mail: abmxsa@r.postjobfree.com
A strong work ethic and a passion for marketing have resulted in capturing numerous accounts and expanding client base. Possess
excellent interpersonal, analytical, and organizational skills. Experience and education have provided excellent working knowledge in the
following key areas:
Sales & Marketing Relationship Management Seminars & Presentations
Marketing Campaign Development Mutual Funds and Investments Market Analysis
PROFESSIONAL EXPERIENCE
Norfolk, VA
AMERICAN FUNDS DISTRIBUTORS
Area Sales Representative – Western Pennsylvania 8/2006 – 6/2009
Coordinated marketing campaigns and actively targeted financial advisors through outgoing phone calls/ in-person presentations in order to
establish and maintain long term relationships. Responsible for promoting the American Funds mutual fund product line, including the
Virginia 529 Plan and Retirement Plans, through all national full service, regional, bank, and independent distribution channels.
• Make daily proactive sales calls to establish and maintain strong relationships with financial advisors.
• Consult with Financial Advisors on topics such as identifying, structuring and implementing investment strategies as well as
current economic outlook.
• Travel to make presentations to various size groups of financial advisors and shareholders on related products and investment
strategies.
Marketing Support Representative 5/2005-7/2006
Partnered with an external wholesaler to efficiently coordinate his sales efforts. Responsible for all aspects of the administrative side of the
territory. Scheduled branch and individual meetings, organized citywide regional meetings, completed expense reports, and created
correspondence.
John Hancock Boston, MA
Annuity Service Representative 9/2004-1/2005
6/2002-5/2003
• Set up annuity accounts via applications and electronic wires.
• Executed follow up calls to other insurance companies and agents.
• Applied the transferred assets to accounts.
• Active in the mentoring and training of new student co-ops.
Wellington Management Co, LLC. Boston, MA
Assistant Account Administrator 6/2003-12/2003
• Affirmed trades through the use of an in house database.
• Reconciled daily and month end cash on equity and fixed accounts.
• Ran trade reports to ensure compliance with trade regulations.
• Aided in the completion of monthly analytics on key balance sheet accounts.
EDUCATION
Northeastern University, Boston, MA
Bachelor of Science, Business Administration. April 2005, Finance/Marketing Major
PROFESSIONAL AFFILIATIONS/ TRAINING
• FINRA Series 6 & 63 licensed
• “Effective Executive Speaking”- Taught by Dr. Glenn Pfau www.drpfau.com
• “Advanced Presentation Skills for the Sales Professional”- Taught by Dr. Glenn Pfau
• “Idea Soup & Ready, Set, Go!” / How-to-organize a presentation- The Fusion Group www.thefusiongroup.com
• “Probe, Present, Plan”- The Fusion Group www.thefusiongroup.com