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Sales Financial

Location:
Rehoboth Beach, DE
Posted:
January 05, 2021

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Resume:

Qualifications

Bilingual in both English and Spanish

Former Finance Intern at FirsTrust Financial Resources (AXA Equitable)

Persistent and driven- played two sports throughout collegiate career while having part-time job.

Youthful yet eager to learn- willingness to learn a business from the inside out and setting myself up for the greatest chance of success.

Adaptability to different types of programs and databases (Paperclip, Asset Map, and eMoney)

Great leadership, interpersonal, and communication abilities

Experience

FACD at Edward Jones October 2018- May 2019

Finance Intern at FirsTrust Financial Resources (AXA Equitable) December 2016- March 2017

Responsible for monitoring, updating, and linking clients’ online account access and laying out client asset for quick glance through company database.

Student Ambassador (Admissions Office at Bryn Athyn College) Fall of 2014-May 2017

Sales Associate at Fossil Inc. May 2011-July 2015

Meeting daily sales quota and making sure all customer needs are met

Education & Activities

Bryn Athyn College of The New Church August 2012-May 2017

Attained my Bachelor of Art in Business with a focus in Marketing Management

Sussex Technical High School August 2008- June 2012

Volunteer at Bryn Athyn Elementary School August 2013- December 2013

Team IMPACT (Men’s Lacrosse) September 2014- May 2017

Professional Experience

Former finance intern where I was in charge of handling new client accounts and creating an outline of their assets and liabilities in order to make a personalized financial plan

Top sales associate in daily sales, items per customer, and sales per hour at Fossil Inc.

Willing to take the initiative and do anything necessary to complete the job at hand

Successfully passed SIE Exam, Series 7, Series 63, and Life, Accident & Health Exam



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