Financial services planning and sales

Larry Pavone

*** ****** *** ** - ****** Grove IL, 61065 – ***********@*****.*** 815-***-****

Highlights of Qualifications

Over 8 years of successful experience as a financial advisor with over 14 years of banking experience

Expert in referring investment products – generated over $100 million book of business

Proven ability to consistently exceed sales goals by:

Initiating and implementing innovative marketing strategies and sales techniques

Establishing long-term client relationships through excellent customer service and products

Building and motivating knowledgeable and efficient sales/customer service teams

Maintaining extensive product, competitive product, and market knowledge

Adept at prospecting, funnel management, closing business, and account management/development

Effective leader, communicator, problem solver, and team builder dedicated to achieving goals

EXPERIENCE

VICE PRESIDENT IN CHARGE OF SALES

LSI Mortgage Plus June 2009 – September 2013

• Develop a client base through computer generated leads.

• These goals are accomplished through calling these customers, then profiling their individual debt structure and looking for relief

in various area’s that suit this individual customers needs. For example, it can be to lower their rate, reduce their overall date

structure, reducing their term on their loan or saving them on taxes.

• Once the customer commits to the process it is my responsibility to gather the supporting loan documents to ensure that they

meet what was given to us a on the application, I schedule an appraisal, run credit and come back to the customer with a few

programs that will suit one or more of their long or short term financial goals.

• Once agreed upon I walk the closer through the various situations that may arise, get the customers loan closed and am the point

person for the short and long term future for any questions or problems that may arise.

FINANCIAL ADVISOR, Amerilife First Financial November 2008 –May 2009

• Develop a client base through newspaper generated leads, seminars and various centers of influence

• Sell various investment products ( fixed, variable and indexed annuities) to current customers and prospects

FINANCIAL ADVISOR & TEAM LEADER, 1998 to 2007

JPMorgan Chase (formerly Bank One Corporation), Mount Prospect, IL

• Underwrote, sold and trained staff to generate the sale of home equity loans and home mortgages

• Sold a variet of investment products, stocks, bonds, U.I.T’s, managed money accounts, mutual funds, annuities, (both fixed

and variable) Structured them into both IRA and Non-IRA accounts.

• Developed an extensive client base through effective prospecting, marketing, and sales methods

• Hired, trained, and motivated licensed bankers in profiling and investment sales

• Integrated the banking centers with the investment and sales process encouraging tellers and customer service reps to identify

cross-selling opportunities

• Worked closely with sales team to convert referrals and sales leads into enhanced banking relationships including directing

investment transactions for a large number of bank clients

• Communicated effectively with clients to successfully recognize their investment needs and find the best products to meet their

needs

• Monitored clients investments to ensure products continue to meet both long and short-term needs

• Maintained extensive knowledge of financial products and markets

• Established long-term customer relationships and generated numerous referrals by providing high quality financial products

and first rate service

Selected Achievements:

Ranked #1 in overall mortgage and home equity sales for three consecutive years

Ranked number one banker in the nation and promoted to Financial Advisor/Team Leader after first year (1999)

Ranked top 25 in the nation from 2000-2005 and coached my team to average annual gross commissions of $600k-$700k

Increased banking centers investment sales 20% or more every year ($8 million in 2000 to $48 million in 2006)

Built my banking centers book from $0 to over $100 million and coached our baking center to be the #one branch in the

Chicago market for 8 consecutive years

PERSONAL BANKER, 1994 to 1998

First National Bank of Chicago, Schiller Park, IL

• Managed multiple responsibilities including profiling bank clients, opening accounts, and selling various personal financial

products (loans, investments, insurance, etc.)

• Promoted from Teller to Personal Banker in less than a year by exceeding expectations and embracing additional responsibility

EDUCATION

Professional Licenses: Series 6, 7,63 65 Insurance (life, health, and variable contracts)

Associate in Business Administration, Triton College, River Grove, IL

Associate in Science, Criminal Justice, Triton College, River Grove, IL

COMPUTER SKILLS

Proficient in Microsoft Word, Internet Explorer, Streetscape, and Lotus Notes

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