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Sally Anderson478 University Street
Harrisonburg, Virginia 22801
Mobile Phone: (540) 555-1234
Email: [email protected]
Summary of Qualifications
Consultative Sales ~ Client Relationships ~ Business Growth
Dynamic, results-oriented professional that offers a solid
background of experience highlighted by significant
accomplishments. Innovative and organized with a history of
developing comprehensive strategies and translating
them into practical tactics that produce results. Outstanding
communication, negotiation, and interpersonal skills
with a reputation for forming productive business relationships
at all levels. Independent self-starter and natural
leader that builds cohesive teams and fosters collaborative
efforts, providing the motivation and direction to drive
excellence. Strong critical thinking, problem solving, and time
management skills with proven success at handling
multiple responsibilities in high-pressure environments.
Knowledgeable and skilled in:
Account Management Securing New Business Networking and
Cross
Selling
Banking Services Investment Products Loans and Credit Lines
Life Insurance Formal Presentations Employee Development
Selected Accomplishments
Achieved and exceed established goals every quarter at ASR,
earning recognition as a top 10%Producer.
Selected to participate in a special, ongoing ASR Corp new
business project based ondemonstrated performance and strong
product knowledge.
Co-founded a built wholesale business from the ground up,
successfully forming a network of2,000 distributors through
effective communication, marketing, and sales management
skills.
Professional Experience
ASR Corporation, Chicago, Illinois 2004Present
Client Financial Analyst
Increase the client base by proactively identifying new leads,
acquiring new accounts, and managing newclient relationships as a
personal banker
Maximize sales opportunities through extensive client
interaction, accurately matching and effectivelypresenting products
to meet all their needs.
Assess clients financial health and provide sound advice
regarding individual cash flow, creditmanagement, savings,
retirement, insurance, and risk management goals.
Deliver presentations and accurate information on a wide range
of products, including: Banking: checking, savings, and money
market accounts Investments: stocks, bonds, mutual funds, and
retirement accounts Insurance: term, universal live, and variable
universal life policies Credit: mortgage, home equity loans,
personal loans and lines of credit, and credit cards
Broaden Client relationships by partnering with ASR Corporation
specialists to create unique productsolutions and capitalize on
cross-selling opportunities.
Ensure each client receives the highest standards for service,
resulting in high referral and retention rates Investigate and
resolve various issues, identifying root causes to develop
effective solutions that generate
strong client satisfaction levels.
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Sally Anderson (540) 555-1234 Page 2 of 2
ZXY Consulting, Chicago, Illinois 20022004
Finance Manager
Oversight of bank reconciliation, accounts payable, general
ledger account review, and state and federaltax compliance.
Designed general ledger procedure manual and provided staff
training Developed plan for comprehensive audit system while
facilitating communication between internal and
external auditors
Designed new system for year-end physical inventory, cutting
time from 10 to 6 days Recruited, trained, and supervised staff of
six Awarded Most Reliable Team Member for outstanding attendance
and accountability
ABC Marketing, Spencer, West Virginia 2001-2002
Sales & Promotion Marketing Assistant
Creation of unified user database and online reference system
resulting in a 30% increase in EBITA Prepared presentation
materials. Agendas, and meeting notes for weekly product meetings
Assisted with new product marketing material development Asked by
senior management team to participate in a presentation on
innovative marketing strategies for
post dot.com bubble
Education and Certifications
The University of Chicago Chicago, Illinois
Bachelors of Science Finance and Accounting
Minor field of study Information Systems
Graduated in top 3% of class of 500
Vice President of Student Accounting Club Awarded Academic
Scholarship due to academic achievement Awarded athletic
scholarship for womens lacrosse
Reed Business School
Yatair, Illinois
Advanced Diploma in Financial Planning (ADFP)
Passed test and earned certification on first attempt
Personal Activities Active Member in Food for Friends, a
nonprofit soup kitchen in downtown Chicago Successfully topped Mt.
McKinley in 2002 after a week-long endeavor and rigorous eight
month
physical conditioning regiment
Attempt to visit one new country per year
Rights that do not flow from duty well performed are not worth
having
-Gandhi
