Sales Manager
Resume:
Tricia Nyborg
Email: *********@********.***
Address: 14971W. Bloomfield Rd.
City: Surprise
State: AZ
Zip: 85379
Country: USA
Phone: 602-***-****
Skill Level: Director
Salary Range: $45,000
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
TRICIA
NYBORG
14971 W. Bloomfield Road
Surprise, Arizona 85379
*********@********.***
Licensed and goal-oriented professional seeking a career in the financial services industry where I can utilize my knowledge and experience in an effort to assist individuals and/or businesses in pursuit of their financial goals.
QUALIFICATIONS
Solid communication, interpersonal, time management, analytical, organizational and leadership skills.
Energetic and goal-oriented with a genuine passion for financial planning strategies and a well-rounded background in supporting a progressive organization whose mission is performance and growth optimization.
Positive thinker, self-starter and committed to the highest level of integrity and ethics.
Confidence in working with a variety of clients in a responsive, proactive and professional manner.
Aptitude for balancing and prioritizing multiple responsibilities, especially in high-pressure situations.
LICENSES/EDUCATION
* Series 7, Series 66
* Arizona Life, Health & LTC
* Candidate for CFP(R) Certification:
College for Financial Planning,
(2010-2011), Self-funded
* Bachelor of Science Degree (Marketing): Arizona State University, Tempe, AZ (1984), Self-funded
* Arizona Notary Public
WORK EXPERIENCE
DISTRICT LIFE SPECIALIST
Farmers Insurance Group, Goodyear, AZ (9/2012 - Current)
Write and service Life Sales with existing and prospective clients of District Agents. Facilitate overall awareness and understanding of all Life and Financial products offered in order to grow district agencies, develop the assigned territory and meet required goals.
GATEWAY FINANCIAL ADVISOR
First Command Financial Services, Glendale, AZ (2/2012 - 8/2012)
Conducted in-depth reviews of clients` financial circumstances and objectives. Gathered and analyzed information to aid clients in making informed decisions. Recommended and implemented plans that included strategies designed to help clients pursue their short and long-term goals in the areas of cash, risk and wealth management. Devised and executed business development strategies to attract and acquire new clients. Achieved client satisfaction and loyalty through excellent account servicing.
INVESTMENT ADVISOR REPRESENTATIVE
WFG Investments Inc., Peoria, AZ (7/2007 - 4/2010)
Provided sales, brokerage and administrative support to 10 independent Financial Advisors. Developed and coordinated advisor workshops, special events and direct mail campaigns. Directed and executed market research projects, internal and external communications. Acquired securities` and insurance licenses within a three-month timeframe while working full-time. Received five performance bonuses within first two years of employment. Started as Non-Registered Sales Assistant.
CO-OWNER/MANAGER
TKM Solutions, LLC, Peoria, AZ (1/2002 - 7/2007)
Assisted, part-time, in the procurement, development and implementation of various small business operations (residential real estate investments, independent paralegal services and wholesale food distribution) with spouse, while raising two children, managing a household budget and assisting part-time with administrative responsibilities as an independent contractor for a small, local luxury home developer, DaVinci Properties of AZ.
DIRECTOR OF ADVERTISING
Robson Communities, Inc., Sun Lakes, AZ (5/1993 - 1/2002)
Developed and executed advertising media campaigns for five multi-million dollar master-planned adult resort communities in Arizona and Texas, which included television, radio, outdoor, print and the Internet. Established and presented creative design concepts to senior level executives and department staff, wrote and edited copy for print advertisements and sales collateral and coordinated all marketing on-site and off-site signage operations, photography/video shoots and promotional events, including resident participation.
ADDITIONAL PROFESSIONAL EXPERIENCE
Account Executive, SHR Design Communications, Scottsdale, AZ (1992 - 1993)
Marketing/PR Executive, ARA/Lake Powell Resorts & Marinas, Phoenix, AZ (1987 - 1992)
AFFILIATIONS
* Financial Planning Association (FPA) - Phoenix Chapter - Member
* Altrusa International, Inc. (Community Service Organization) - Sun Cities Chapter - Member
* HALO Animal Rescue (Non-Profit Organization) - Volunteer
COMPUTER SKILLS
* Proficient with all Microsoft Office applications
* Knowledge and Use of Public & Proprietary Financial Industry Software
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