Sales Representative
Resume:
ROBERT L. FOSTER
*** ******** ****, *****, ** ***87
**********@*****.***
SALES REPRESENTATIVE/SALES MANAGER
WEALTH MANAGEMENT ADVISOR
Resilient, decisive. high performing sales professional interested in leveraging 15 successful years with break through results. Work independently and build strong relationships with both corporate and individual clients. Adaptable to changing business requirements and market conditions. Proven leader in tailoring client plans to their needs. Recognized as an active listener, clear engaging communicator and effective closer.
AREAS OF EXPERTISE
Cultivating productive B to B client relationship building professional networks with decision makers at major corporations and not for profits.
Excellent presentation, communication, recognized for ability to establish an effective rapport with individuals from diverse backgrounds.
Solid experience in quickly analyzing complex situations; develops effective strategies under heavy
deadline pressure.
Anticipating trends, evaluating viability of products and maximizing profit - making opportunities.
PROFESSIONAL HIGHLIGHTS
E-TRADE, King of Prussia, PA
Financial Consultant, 2011- Present
Ranked in the Top 10 nationally and rated top 5% in Northeast Region. Educate clients about various investment solutions including short term, fixed income, mutual funds and fee based strategic asset allocation offering.
Collect information, analyze and evaluate situation, identify investment objectives and make investment recommendations through a customized financial planning process.
Review client portfolios, keep in constant contact to confirm changes in forecasting and planning.
Key Accomplishments;
Manage $180M in assets over a three year period.
Succeeded in negotiating higher money market note for corporate; increasing from .05% to 1% on cash resulting in additional $240,000 in earning on their cash position. Responding to client’s complaints about fees charged from their former firm, negotiated a competitive rate for their trading, account, margin interest rate and options trading resulting in significant savings in fee charges from 1% to 60 BPS.
BANK OF AMERICA, Wilmington, DE,
Mortgage Recovery Advisor, Contract, 2010-2011
Prevented homeowners from going into foreclosure through research and preparation of financial data.
Liaison with realtors to secure a fair market price for short sale homes.
Key Accomplishment :
Recovered up to 80% of revenue that would have been otherwise dissolved by foreclosure
Foster- Page 2
TD Ameritrade, Radnor, PA
Financial Planning Consultant, 2007-2009
Showed resiliency through economic downturn, assessing high net worth clients need for best suited financial products; managed sales of Mutual Funds and Brokerage investments. Received multiple
bonus awards.
FIDELITY INVESTMENTS, Philadelphia, PA
Financial Planning Consultant, 2003-2006
Qualified clients interested in retirement planning and presented options including Roth IRA’s Mutual Funds and 520 College Fund Accounts. Educated clients about retirement accounts, Roth IRAs and 529 College Fund Accounts.
Recognized for highly responsive and timely service for clients.
MERRILL LYNCH, Wayne, PA
Financial Advisor, 2000-2003
Researched market trends and social and economic analysis; counseled large not for profit organizations to achieve desired investment goals.
Prepared team presentations for CEOs, CFOs and Human Resource Directors for investment idea recommendations.
MORGAN STANLEY, Bala Cynwyd, PA
Financial Advisor, 1999-2000
Learned the dynamics of investment, financial models and products.
Developed prospecting system to attract and retain clients and maximize returns on investment.
Build dependable relationships and resolve client concerns while referring them to a full range of
investment products.
EDUCATION
Indiana University of Pennsylvania, Indiana, PA
Bachelor of Arts Concentration: History/Marketing Finance
CERTIFICATES AND LICENSES
Series 7, 63, 65,
Life and Health Insurance
Pennsylvania Real Estate License.
AFFILIATIONS
Main Line Chamber of Commerce
Greater Philadelphia Chamber of Commerce
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