alex's resume

ALEX LESYK

*** *. ********** ****, *******, PA **040 ~ 267-***-**** ~ *********@***.***

SUMMARY OF QUALIFICATIONS

• Certified financial advisor and principal with series 7, 24, 63 and 65 licenses

• Pennsylvania life and health insurance license

• Exceptional record of demonstrating leadership, communication, and organizational skills

• Proficient knowledge of Microsoft Word, Excel, and PowerPoint

• Proven and well experienced in client sales and service

PROFESSIONAL EXPERIENCE

Lincoln Financial Distributors 2007 – 2009

Internal Sales Retirement Solutions Team Leader

• Responsible for the management of internal wholesaling consultants for Lincoln Financial’s Retirement Solutions division (defined contribution plans such as 401(k)’s and profit sharing)

• Coaching of team members in identifying sales opportunities

• Assisted in the hiring and development of the internal sales team

• Served as a representative of the division at national sales conferences

• Represented the division at sales presentations and enrollment meetings

• Maintained required compliance standards for the department

WACHOVIA 2003 – 2007

Financial Specialist

• Utilized various prospecting and profiling resources to identify potential customer needs to sell deposit, loan and investment products

• Emphasis was placed on developing new client relationships while enhancing and servicing current ones

• Regularly excelled in activity and sales goals at the assigned branch: averaging 150% of sales goal.

• Successfully established relationships with local business owners

• Participated as a mentor in developing newly hired employees

NORTHWESTERN MUTUAL FINANCIAL NETWORK 2001 – 2003

Financial Advisor

• Developed clients from self-generated activities

• Maintained high activity with cold call phoning and appointments

• Conducted in-depth review of client financial circumstances, current provision and future aims

• Promoted and sold financial products, designed solutions and assisted clients to make informed financial decisions

• Analyzed information and prepared plans best suited for individual client needs

• Kept clients abreast of changes in products and legislation regarding insurance, pensions, mortgages, individual savings plans, taxation, tax relief, etc.

EDUCATION

Dual Bachelors of Liberal Arts in Political Science & History

TEMPLE UNIVERSITY, Philadelphia, PA

OUTSIDE INTERESTS

International Travel

• Including but not limited to Eastern and Western Europe, the Middle East, Asia (including China and Vietnam), and most recently climbed Mt. Kilimanjaro in Tanzania, Africa.

Special Olympics

• Serving as a volunteer soccer coach for a very special organization

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