Customer Service Sales Representative

Bruce Sankin

**** ** **** ***

Coral Springs, FL 33071

954-***-****, e-mail: *******@*********.***

Summary:

High Potential Sales Representative in the Financial Services Industry. Immediate credibility with all levels of top management and clients. Excellent one-on-one and telephonic customer service skills.

Employment Experience:

2/08 to Present – Financial Help Centers

Lead generating software in the Financial Services industries.

4/08 to 4/10– Western & Southern Financial Group

Sales Representative- Duties included dealing with difficult customer service issues. Selecting and overseeing all types of insurance products for corporate and individual clients.

5/91 to 4/08 Sankin & Associates Investment Counselor.

Exceptional ability to resolve concerns and satisfy customers.

Selecting and overseeing Insurance products, Annuities, Mutual Funds, Government and Corporate bonds for Corporate and

Individual clients.

Financial planning on a consulting basis for businesses and estates including qualified plans and all retirement plans.

10/87 to PRUDENTIAL - BACHE SECURITIES. Assistant Vice President and

5/91 Financial Advisor.

10/84 to DEAN WITTER REYNOLDS INC. Financial Advisor.

10/87

1976-1980 Sportswear Manufacturer / Division Head.

Supervised sales, purchasing and production costs, forecasting and budgets. Supervised and managed ten employees, both sales and marketing staff

Licenses:

Life, Health, and Annuity Licenses (215 License)

FINRA: Arbitrator: 1991 – present, Mediator: 1996 - 2010

Member, FINRA Board of Arbitrators

Publications:

Author, Your Personal Financial Help Center! ; Previous book endorsed or reviewed by: NBC, CNBC, National Center for Women and Retirement Research, American Library Association, Wall Street Journal, Money Magazine, American Association for Individual Investors, and many others.

Featured Columnist, Legal Corner, Arbitration and Mediation, Registered Representative Magazine, monthly column. 1993 - 1997. ‘Regulations’, Ticker Magazine, monthly column.

Featured Columnist, Variable Annuities and the Client Account Form, Life Insurance Selling Magazine, February, 2008, Arbitration and Investments; Fort Lauderdale News & Sun-Sentinel,

tri-weekly column, 1991 - 1993.

Instructor:

Course title: “Financial Awareness for Retirees, “Broward Community College 1992-1996

Education:

B. S. Long Island University, Brooklyn, New York; 1969. Major: Finance. Member: Law Society

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