Sales Representative Financial Planning

James Busse

Dynamic financial professional with extensive experience in financial

product sales, SaaS solutions and client relationship management. Demonstrates a proven track record of exceeding sales goals, leveraging strategic market analysis and fostering long-term client partnerships. Skilled in high-volume sales environments, financial planning and technology-driven solutions.

(212) 470 - 9111

New York, New York

*******@*****.***

linkedin.com/in/jbusse6

EXPERIENCE

TradeAlgo

Sales Representative

New York, NY January 2024 - Present

● Generated $100,000+ in 2024 revenue

● Exceeded sales targets through CRM-driven lead tracking and pipeline management

● Fostered client retention via data insights and strategic solutions

● Sold SaaS products, exceeding quotas with collaborative approaches

● Delivered tailored demos, securing adoption and client satisfaction

Spartan Capital

Account Executive

New York, NY February 2016 - December 2022

● Utilized sophisticated trading strategies in both domestic and international markets

● Managed multi million dollar accounts

● Developed complex option strategies

● Assessed risk tolerance for retirement accounts

● Facilitated transactions involving stocks, bonds, ETFs and options.

SKILLS

SaaS Sales & Product Demo

Financial Market Analysis

Lead Generation

Pipeline Management

Risk Assessment

Portfolio Strategy

CRM & Sales Reporting Tools

Strategic Negotiation & Closing

Options & Equities Trading

EDUCATION

NY Art Institute

Culinary Arts

New York, NY

FINANCIAL

LICENSES

Series 7

Series 63

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