Rebecca L. Robinson

San Antonio, TX *****

469-***-****

acqeny@r.postjobfree.com

Profile Summary

I am a progressive and experienced professional with a 15 year back ground in territory sales, customer relationship management and

product negotiation. I am seeking a position within the financial services industry that will utilize my background and product knowledge

in the areas of insurance, investments, retirement, estate planning, and banking industries.

Employment

TD Ameritrade Investments 06/2014-Current

Investment Consultant

Used a consultative sales approach to manage and grow a 300 million dollar investment portfolio

Specialized in dealing with high net-worth, corporate and non-profit clients.

Sales of investment, annuity, fixed income, and fee based portfolio management products

Met with outside advisory firms and provided clients with individual planning solutions

Ranked top ten within candidate group and received company accommodation for knowledge and sales of guided portfolio products

JP Morgan Securities 12/2013-06/2014

Vice President Investments Financial Advisor

Managed investment portfolio of over 7 million dollars and 300 clients and increased investment sales by 105%

Analyzed financial statements and investment goals in order to identify financial needs and product sales opportunity

Use of Monte Carlo Simulation tools to create and present custom investment portfolios and retirement planning strategies to clients

Bank of America 01/2013-12/2013

Mortgage Loan Officer

Responsible for the origination of VA, FHA and conventional purchase, refinance and home equity mortgages for new and existing bank customers

Maintained a monthly portfolio of 5-10 million dollars per month

Received accommodation for highest application pull-though, applications to fund and for providing clients with an extraordinary lending experience in 2013

State farm Insurance Company 08/2012-01/2013

Part-Time Agent

• Telephone sales of property and Casualty Insurance to new and existing customers

• Analyzed customers household credit and insurance risk score to determine rate and pricing

• Cross sales of additional products such as auto loans, financial reviews, credit cards and mortgages.

Edward Jones 12/2011-05/2012

Part-Time Account Service Representative

• Responsible for providing a wide range of resource information to brokers as well as internal partners

• Providing agency brokers with assistance throughout the account opening process

• Assisted agency staff in resolving compliance and asset transfer matters to insure opening and funding of accounts.

USAA 03/2009-03/2011

Financial Advisor

Conducted comprehensive financial planning reviews and sales of mutual funds, annuities, life insurance, thrift saving and 529 education plans

Received company accommodation award 2009-10 for outstanding leadership and sales

As a result of outstanding leadership and sales, promoted into management training 2010

Education

Mesa Community College/Arizona State University 2015 expected

Maricopa ASU Pathways Program

Bachelor of Science, Business Law

Phi Theta Kappa National Honors Society

The American College

Certified Financial Planning precertification complete 01/2015

Chartered Financial Consultant Candidate 06/2015

Chartered Life Underwriter Candidate

Certifications/Licenses

FINRA Series 6, 7, 63, 65

Accredited Asset Management Specialist (AAMS)

Accredited Wealth Management Advisor (AWMA)

Life, Health, Property & Casualty Insurance licensed

Contact this candidate