Manager Sales
Resume:
RYAN ANDERSON
Fife, WA
Cell: 253-***-****/ Home: 253-***-****
E-mail: **************@*******.***
PROFILE
Motivated professional with 20 years experience in financial services. Specific specialties: operations, management, sales, training, and audit. Strengths include exceptional communication skills, budget and planning, attention to detail, and personnel management.
PROFESSIONAL EXPERIENCE
Principal Financial Group (2015)
Seattle/ Tacoma, Washington
Financial Representative
Building a personal book of business by advertising, calling, and meeting with clients and prospective clients. Building relationships with people by listening, meeting needs and making recommendations to clients to help plan for future needs. The firm focuses on employee benefits/ 401k plans, and overall financial wellness, based on a foundation of education.
Farmers Financial Solutions, LLC (2006 - 2014)
Mercer Island, Washington
Regional OSJ Manager
Managed a six state territory, which included 45-55 District Managers and State Executives (OSJ Branches) and 625 registered representatives. Communicated broker/ dealer policies, to enforce rules and regulations, and trained registered representatives to sell products based on Firm and FINRA guidelines. Annual audits of 45-55 OSJ Branches and a sample of 100+ registered representatives ensured compliance with FINRA and Firm policies. Remained under budget for nine consecutive years, resulting in saving on average $3000 per year. Managed monthly reports from SalesForce (contact relationship management system), ensuring quality and accuracy throughout the region.
Farmers Financial Solutions, LLC (2000 – 2006)
Mercer Island, Washington
OSJ Operations Manager
Managed the daily operations for the Office of Supervisory Jurisdiction, supervising a staff of six people. Supervised variable universal life, variable annuities and mutual fund transactions. Assisted registered representatives in making suitable recommendations to their clients. Provided training and education to registered representatives via telephone and, on occasion, in small group sessions or one-on-one meetings. Reviewed daily transaction blotters and managed monthly quality control and exception reports.
RYAN ANDERSON **************@*******.*** PAGE TWO
Great Northwest Financial Services (2000)
Seattle, Washington
Financial Advisor
Managed a personal book of business by making calls, sending letters, and generating referred leads. Conducted one-on-one meetings with prospective clients in order to generate sales. Reviewed clients’ investment objectives, time horizon and risk tolerance to make recommendations to the client. Worked with individual retirement accounts, mutual funds, traditional life insurance and variable life insurance products.
Talbot Financial Services (1998 – 2000)
Seattle, Washington
Internal Wholesaler & Operations Manager
Made outbound sales calls to Bank of America investment representatives on the west coast, promoting fixed and variable annuity products. Assisted investment representatives in order to help close sales. Effectively managed a customer service call center team that was responsible for all annuity business sold by 33 investment representatives through Seafirst Bank/ Bank of America. Responded to, researched and resolved customer requests and complaints.
EDUCATION
Associates in Arts and Sciences – Bellevue College 2010
PROFESSIONAL DEVELOPMENT
Registered Representative: Series 7, 63, 26 & 51
Washington State Life and Disability Insurance Licensed
Microsoft & Apple Products Proficient, Sales Force CRM user
GE Corporate Quality Training
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