Sales Representative

Location:

Posted:

December 27, 2013

Norm Harris

Kent, WA *****

Cell: Same

***************@***.***

Skilled financial professional with 3.5 years of financial services industry and 15 years of practical

management experience. Expertly creates customized financial strategies to meet client needs. Goal-

oriented. Reliable .Excellent communication skills.

FINRA Series 7 License

NASAA Series 66 License

Washington State life, annuity, and long term care licenses

State of California life and annuity licenses

ACCOMPLISHMENTS-My greatest accomplishment was to raise a son who has graduated from

college and has now completed his first year at National Taiwan University Law School. I have written

thus far two novels, one of which has been published in two languages.

Financial Advisor, 03/2010 – 10/03/2013

Edward Jones Investments - Seattle, WA

Analyzed financial information obtained from clients to determine strategies for meeting clients'

financial objectives.

Reviewed clients' accounts and results regularly to determine whether life changes, economic

developments or financial performance indicated a need for plan revision.

Implemented financial planning recommendations.

Sales Representative, 07/1995 - 03/2010

Puget Sound Energy/Wash Energy – Seattle, WA

Determined the cost and pricing of proposals and bids.

Recommended products and services to customers based on their needs and interests, resulting in sales

quotas that usually exceeded company sales expectations.

Estimated and quoted prices, credit and contract terms, warranties and delivery dates.

Director of Training, 06/1993 - 06/1995

Gene Juarez Salons and Spas - Seattle, WA

Supervised up to 120 students in a laboratory setting,

Director of Recruitment, National Sales Trainer, Sales Representative, 07/1981 - 03/1995

ITT Educational Services - Seattle, WA

Developed partnerships with industry and secondary education institutions.

Supervised, hired, maintained, and trained a team of 14 account manager and public relations persons.

Conducted one week long new account representatives training classes of 35 to 40 persons.

Trained new sales managers and supported existing sales managers with regards to their new hire sales

representatives.

United States Air Force

Six years of service. Washington Air Guard. Honorable discharge.