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Account Executive Financial

Location:
Lake Stevens, Washington, United States
Posted:
November 30, 2018

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Resume:

I N Y O N G K I M

**** ***** ** ** #* Lynnwood, WA 98087

206-***-****

ac7t1y@r.postjobfree.com

Highly-accomplished and detail-oriented. Professional & successful at attaining business goals through in-depth financial analysis, budget strategy design, sales development and execution. S K I L L S

• Expert in financial analysis, financial planning and investments

• Positive attitude and willingness to learn

• Analytical, decision-making and management skills

• Excellent communication skills

• Excellent work ethic

• Self-sufficient

• Bilingual in English and Korean

• Adaptable to new environments

W O R K H I S T O R Y

05. 2017- PRESENT COUNTRY FINANCIAL - TUKWILA, WA

Account Executive

Profiling and analyzing investment products to develop customized financial strategies for clients' financial needs.

Client servicing and client acquisition.

Preparing and delivering proposals, pitches and presentations to clients.

05.2002 – 05.2017 AMERICAN MUTUAL INSURANCE SERVICES - BOTHELL, WA

Account Executive

Customized financial strategies and goals for clients' individual and financial needs.

Act as main client contact for managing questions, concerns and project feedback by communicating and preparing with client.

Maintained friendly and professional client interactions at all times. 11.1996 – 05.2002 METLIFE - BOTHELL, WA

Financial Planner

Customized financial strategies and goals for clients' individual and financial needs.

Sold property and causality products such as auto & home.

Answered clients' questions about the purposes and details of financial plans and strategies.

Sold financial products including stocks, bonds and mutual funds. E D U C ATION

Class of 1996 UNIVERSITY OF WASHINGTON - SEATTLE, WA Business Administration Degree



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