Sales Customer Service

from the desk of

SHARON SEIFERT

San Rafael, CA

(P) 415-***-****

(F) 415-***-****

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

PROFILE

Proficient in computer skills including Mac and PC, contact management

systems, Microsoft Word, Excel, PowerPoint, Apple iWork; excellent verbal &

written communication skills.

EXPERIENCE

Self Employed, San Rafael, CA 2009-Present

Registered Representative (FINRA), Sales of insurance (life, health, long

term

care, disability) sales and service of existing investment clients.

SR. Financial Consultant, US Bancorp Investments, Marin County, CA

2007-2009

Responsible for sales of insurance and investment products to clients of

four US Bank branches in Marin County, CA. Interfaced with bank manager

and staff for training, referrals, profile knowledge. Gave seminars focused

on

current investment, insurance topics.

Personal Financial Representative, Allstate Insurance Company, San

Francisco, CA 2005-2007

Developed ongoing marketing strategies for Allstate P & C agencies to meet

their financial services goals. Increased territory sales 65% first year.

Sales

of insurance (life, health, long term care, & health) to Allstate clients

and

referrals, sales of investments & retirement plans.

SR. Financial Consultant, US Bancorp Investments, San Francisco Bay

Area 2000-2005

Sales of insurance, annuities, investments to clients of six US Bank

branches in SF Bay area. Trained managers and staff on identifying

referrals,

held seminars for marketing & customer appreciation

EDUCATION

University of IL BA--Psy

1975

SKILLS

Excellent sales and customer service abilities, marketing & seminar

experience, training, management

REFERENCES

Available on request

Contact this candidate