Richard Knox

Experienced Sales Representative

Marshfield, MA 02050

adtlcj@r.postjobfree.com

+1-508-***-****

Authorized to work in the US for any employer

Work Experience

Director

FFL - Family First Life - Marshfield, MA

December 2019 to Present

Responsible for placing Final Expense, Mortgage Protection, and annuities. Inside Sales Representative

By Appointment Only Inc - Norwood, MA

February 2018 to November 2019

Team driven sales to technology industry. Provide sales and marketing expertise to Sales Reps in the field.

Financial Advisor

Mass Mutual - Boston, MA

2014 to 2018

Advisor to individuals, families and business owners creating insurance and investment strategies to grow and protect their wealth. Planned marketing initiatives to develop prospects. Financial Representative

Guardian Life - Needham, MA

2010 to 2014

Represented the Guardian insurance products selling to individuals and businesses. Managing Director, Equity Sales

Morgan Joseph & Company - Boston, MA

2008 to 2009

Leveraged extensive executive level relationships to Institutional Portfolio Managers, Analysts and Traders.

Director, Head of Boston Trading Desk

Raymond James & Associates - Boston, MA

2005 to 2008

Senior Sales Trader and Manager of Boston Institutional Sales Trading desk. Director, Institutional Trading

RBC Capital Markets - Boston, MA

1998 to 2005

Grew my personal account package revenues from $2 million to $12 million. Senior Vice President, NASDAQ Trading

Tucker Anthony - Boston, MA

1996 to 1998

Vice President, Institutional Trading

Adams, Harkness, and Hill, Inc - Boston, MA

1994 to 1996

Vice President, Equity Trading

Putnam Investments - Boston, MA

1986 to 1994

Education

BA in Economics

University of Massachusetts - Boston, MA

1983

Skills

• Cold Calling

• Selling

• Customer Service

• Prospecting

• Management

• Sales management

Certifications and Licenses

Series 7, Series 6, Sreies 63, Mass. Life and Health. Assessments

Sales Skills: Influence & Negotiation — Highly Proficient May 2019

Using influence and negotiation techniques to engage with and persuade customers. Full results: Highly Proficient

Sales skills — Highly Proficient

June 2019

Using influence and negotiation techniques to engage with and persuade customers. Full results: Highly Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

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