Sales Customer Service
Resume:
Marvin Gregory Goodman
Chattanooga, TN 37405
Email: abno9b@r.postjobfree.com
OBJECTIVE
To obtain a position where I can maximize my multilayer selling skills, quality
assurance, territory development, training experience, customer service, and a
successful track record in the Financial Consulting and Sales environment.
SUMMARY OF QUALIFICATIONS
Results-oriented, high-energy, hands-on professional, with a successful record of
accomplishments in the sales and development of Investment and Retirement
plans, as well structuring Wealth Transfer strategies for both middle income and
high net worth individuals. I am experienced in many financial products including
Mutual Funds, REITS, individual stock and bond offerings, as well as Variable
Products. I also have a strong knowledge of the Commodities and Derivatives
Markets.
Major strengths include strong leadership, excellent communication skills,
competent, strong team player, attention to detail, dutiful respect for compliance
in all regulations, as well as supervisory skills including training and mentoring
platform personnel, scheduling multi branch appointments, appointment setting
and prospecting training for retail bank personnel, and other administrative tasks.
Thorough knowledge of current compliance rules and practices, and a clear
vision to accomplish the company goals. Computer and Internet literate.
PROFESSIONAL ACCOMPLISHMENTS
I have built and help restructure several territories for the Financial Products
sales in the bank and wirehouse channels. Managed personal books that
averaged $10,000,000 in assets. Increased sales in many territories as much as
186% of goal within six months. Worked with Financial Center Managers of
strategic plans to meet and exceed their Financial Products goals. In 2003 I was
one of the top five consultants in the Atlanta Retail Market for SouthTrust
Securities for Fixed and Variable annuities. In 2008 approximately 20% of my
sales came from Individual Insurance sales including Single Premium Life,
Universal Life, and Term Life Products.
WORK HISTORY
• US Bancorp Investments and Insurance, Nashville, Tennessee 2007 – 2008
• A. G. Edwards and Sons, Inc., Chattanooga, Tennessee 2006 –2007
• SunTrust Investment Services, Chattanooga, Tennessee 2004 – 2006
• SouthTrust Investments Inc. ( Wachovia/Wells Fargo ), North Georgia 2002 – 2004
• Edward Jones Investments, Chattanooga, Tennessee 2002
• Barnes Global, Chattanooga, Tennessee 1999 – 2002
• North American Credit Services, Inc., Chattanooga, Tennessee 1995 – 1999
EDUCATIONAL BACKGROUND and LICENSES
• University of Tennessee at Chattanooga - 1991
Bachelor of Science: Business Administration and Marketing
• American College of Financial Planning – 2006
Accredited Asset Management Specialist (AAMS) – 2006
LICENSES
• Life, Health, and Variable Products
• FINRA Series 6, 63, 7, 66
• No Customer Complaints on U-4
Personal References and Business Plan available upon Request
Contact this candidate