Sales Representative

Paul M. Brown

* ***** *** ● Glyndon, Maryland ***71 ● 631-***-**** ● abniek@r.postjobfree.com

SUMMARY

A self-motivated, sales professional with a five-year record of success in building customer

networks and adept in creating, developing, and executing selling strategies customized to meet

client needs in profit-driven, customer-focused environments.

PROFESSIONAL EXPERIENCE

WELLS FARGO ADVISORS, LLC, Melville, NY

Financial Advisor, 2008-Present

1 Manages over $400,000 in assets while establishing new client network

2 Conducts financial needs analysis and recommends appropriate product to meet client

needs

3 Delivers informational sales presentations to new and existing clients and assists

throughout completion of application process while strengthening client relationships

4 Educates and sells client products including brokerage accounts, individual retirement

accounts, 529 educational plans, life, and long-term care plans

5 Creates and implements comprehensive financial plans that correlate with clients long

term goals

METLIFE SECURITIES, INC., Hauppauge, NY

Financial Advisor, 2006 – 2008

1 Managed over $500,000 annually in assets while pro-actively building a new client

network

2 Delivered informational sales presentations to new and existing clients and assisted

throughout completion of application process while strengthening client relationships

3 Educated and sell client products including life, health, long-term care and disability

insurance

4 Sold over 150 life insurance plans totaling $72,000 of company product in a single year

5 Achieved “Superstarter Award” for highest level sales in single quarter

6 Selected to conduct new-hire training sessions and present at trade shows

COLLEGIATE EXPERIENCE – FULL TIME

RAM MARKETING, St. James, NY

Sales Representative, 2004-2005

1 Contacted businesses on behalf of Covad to set appointments for outside sales reps across

nationwide territory

2 Reached out to businesses to establish new client accounts

MARYHAVEN, Port Jefferson, NY

Direct Care Counselor, 2001-2004

6 Taught daily living activities to mentally challenged young adults

7 Conducted training sessions for new hires

8 Coordinated weekly events for residents

EDUCATION

SAINT JOSEPH’S COLLEGE, Patchogue, New York, May 2005

Bachelor’s Degree, Business Administration, 100% Self-Financed

PROFESSIONAL LICENSES

1 Series 7 General Securities Registered Representative

2 Series 66 Investment Company/Variable Contracts Products Limited Representative

3 Series 6 Uniform Securities Agent State Law Exam

4 Licensed Insurance Representative – Life, Accident, Health

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