Vance L. Kinney
**** ********* ****, ******** *******, Ohio 44125
***********@****.***
OBJECTIVE:
I am seeking to obtain a position as a Financial Representative and Trusted Advisor assisting clients with comprehensive financial planning, maximizing my sales, management and customer service skills.
EDUCATION & LICENSES:
• Ashland University, Bachelor of Science in Education
• Hondros College: Life, Accident and Health &Variable Products
• Licenses: Series 6 and 63
• KeyBank Medallion Signature Guarantor
• KeyBank Certify Financial Trainer
• Notary Public
PROFESSIONAL EXPERIENCE:
Northwestern Mutual, Cleveland, OH March 2012 - February 2014
Financial Representative
Accomplishments
• Promoted after first year into lead program to mentor new financial representatives
• Achieved first year Bronze Award for sales
• Achieved new record for qualified prospects (500 new prospects)
• Achieved 75 lives club and ranked first out of 10 producers for financial plans
Responsibilities
• Offered a personalized approach to providing customized financial solutions tailored to each client's individual needs
• Established enduring relationships with clients while developing skills in fact finding and referral prospecting
• Provided need base personal planning analysis for each stage of client’s life
• Worked closely with clients to develop customized solutions that met their long-term financial goals and objectives
• Asked probing and challenging questions to uncover a prospective client's needs
• Identified and understood a prospect's needs to help create unique solutions
KeyBank, Cleveland OH July 2008 - February 2012
Branch Manager
Accomplishments
• Promoted from Assistant Manager to Branch Manager in two years
• Achieved top 5% in annuity sales out of 779 producers companywide
• Achieved 256% of annuity sales goal
• Ranked 4th out of 11 producers in the district
• Achieved most improved branch in the area of customer service increased 75% to 96%
• Recognized for deepening clients relationships
Responsibilities
• Demonstrated strong sales, people-management and customer-service skills which included developing and maintaining a good relationship with customers and employees
• Responsible for all of the functions of a branch office, like recruiting employees, interviewing, submittting loans and lines of credit, marketing the branch, building a rapport with the community in order to attract business and assisting customers with account problems
• Attained established Bank and branch goals through active participation in sales management and officer call programs
• Effectively communicated branch performance standards regarding client follow up
• Provided leadership to expand revenue and client relationships
• Ensured that the branch's goals and objectives are met in a timely fashion
KeyBank, Cleveland, OH November 2006 - July 2008
Assistant Branch Manager
Responsibilities:
• Collaborated with business partners by making referrals and conducting joint calls to deepen the client relationship
• Promoted and cross sold products and services to clients by informing of products, servicing and specials promotional and provide appropriate financial solutions
• Actively listened to concerns to provide clients with a tailored solution to close the sale
• Accurately completed new accounts documentation and system input
• Contributed to branch profitability by participating in branch initiatives
Rent-A-Center, Cleveland, OH April 2002 - November 2006
Store Manager
Accomplishments:
• Promoted from Assistant Manager to Store Manager in four years
• Managed Million Dollar store three consecutive years
• Achieved President Silver Club 100 new clients
• Achieved President Silver Club 25% annual profit
• Bronze Award Club for client retention
• Recognized for store of the month
Responsibilities:
• Managed the store inventory to maximize revenue and profit growth
• Properly recruited and hired a diverse staff to meet customer and store needs
• Created, managed and executed plans to increase sales
• Monitored and developed the sales skills of the store's Sales Associates
• Monitored and developed the collection and account management skills of the store
Rent-A-Center, Cleveland, OH January 1998 - April 2002
Assistant Manager
Responsibilities:
• Extensive exposure to managerial training, professional salesmanship, human relations, and interpersonal skills
• Counseled customers with past due accounts
• Processed sales transactions and payroll
• Addressed disciplinary and performance issues
• Created work schedules according to staffing needs and sales forecast