Sales Representative Financial Advisor

BENJAMIN CRAIG OGLE

***** *****! Drive, Salisbury, MD 21804 443-***-**** email *********@*****.***

Professional Experience

State Farm Insurance

Sales Representative

• Sales of insurance products

• Director of Marketing

Edward Jones

Financial Advisor

08/1/2019-Present

12/31/2012-5/30/2019

• Management of individual Edward Jones Branch

• Challenged to build book of clients through referrals, networking and seminars

• Challenged to make sure that our branch attains revenue goals through training, marketing and sales efforts

Key Accomplishments

Management of over 35 million in assets, have brought over 1 O million in new assets BB&T Bank

Investment Territory Manager

10/1/09-12/31/2012

• Responsible for sales of bank investment products at nine bank branches

• Challenged to make sure that each branch attains revenue goals through training, marketing and sales efforts

Key Accomplishments

Exceeded all sales goals, set by the Eastern Shore Region M&T Bank

Branch Manager/Investment Sales

1/1/03-10/1 /09

• Held position of investments sales representatives for bank products for five years than became a branch manager with role of selling bank products and managing bank branch

• Responsible for sales, marketing and managed a select territory Morgan Stanley

Financial Advisor

12/3 l/2000-12/30/2003

• Challenged to build book of clients through referrals, networking and seminars

• Challenged to make sure that our branch attains revenue goals through training, marketing and sales efforts

Key Accomplishments

Management of over 35 million in assets, have brought over 1 O million in new assets Coca-Cola Enterprises

Sales Representative

Holt Paper and Chemical

Sales Representative

Education

Salisbury University (Business/Marketing)

Certification

Chartered Retirement Planning Counselor (CRPC)

Accredited Assets Management Specialist (AAMS)

License

Series 7, 6, 63

Life Insurance

12/1997-12/2000

12/1994-12/1997

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