Customer Service Sales Representative
Resume:
Richard Knox
Experienced Sales Representative
Marshfield, MA 02050
*********@***.***
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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