Internal Wholesaler

Published on June 2016 | Categories: Documents | Downloads: 35 | Comments: 0 | Views: 200
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Internal Wholesaler with 4 years experience looking for a Direct Contributor position.

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Deanna Boskovich [email protected] 833 Grays Creek Lane (980)355-0702 home Charlotte, NC 28214 (704) 293-4893 cell SUMMARY Hard-working, sales oriented Financial Investment Professional with expertise in Wholesale and Retail Financial Sales. Experience in financial planning, traini ng, sales, and customer service. Noted for my sales drive, initiative, and pers istence as well as excellence in presentation skills. Firm foundation in cust omer-centered selling and the consultative sales process. Diligent, dependable and an excellent communicator. Holds Series 7, 63 and 65 securities licenses. PROFESSIONAL EXPERIENCE ROUSSIS INTERNATIONAL, Charlotte, NC January 2010 to Present District Leader Marketed financial services to middle income clients. Recruited, hired and trai ned a team of 9 agents. Used warm market and cold market recruiting and sales p rospecting techniques to build a team and a book of clients. Set up investment portfolios for my own clients and other agents clients. Opened new accounts. * Was promoted twice in the first 5 months. * Was leading training classes on various topics in the first 3 months. * Was consistently ranked among the top 5 agents in the country for those hired in the same month. EVERGREEN INVESTMENTS, Charlotte, NC March 2008 to August 31, 2009 Internal Sales Consultant Responsible for driving sales in assigned territory in partnership with external consultant. Made outbound phone calls to financial advisors in territory to pr omote Evergreen mutual funds, separately managed accounts and customized portfol ios. * Represented Evergreen at the Barron's Top Woman advisor conference and at The Big Apple Circus. * Demonstrated flexibility and resilience in numerous territory and channel chan ges. * Occasional territory travel to assist in seminars / financial advisor sales. * Exercised vigilance in maintaining compliance standards.

TIAA-CREF, Charlotte, NC October 2007 to March 2008 Client Advisor Responsible for handling inbound calls from retirement services clients. Proces sed customer inquiries and complaints, handled loan and disbursement requests. Answered tax questions and ran retirement income projections. * Was one of about 10 advisors named to an experimental sales team to prevent ou

tflows. Deanna Boskovich, page 2 (980) 355-0702 (home); (704) 293-4893 (cell)

* Maintained insurance licensure in 50 states. * Was one of a select group of advisors who handled inquiries from TIAA-CREF emp loyees and former employees, including company executives. * Successfully completed an intensive training program centered on annuity produ cts and the laws pertaining to institutional annuity products. AMERIPRISE FINANCIAL, NC July 2006 to September 2007 Financial Advisor Prospected and developed leads to acquire clients and to build a book of busines s in financial advice and products. Researched financial products and strategies with various firms to recommend to clients. Conducted regular financial reviews with clients. * Won the Mercury Sales Award for achieving ambitious sales goals. * Was frequently recognized for having one of the top 100 fastest growing new pr actices in the country within the firm. * Pioneered new prospecting methods and tracked their success. * Frequently represented Ameriprise at various local community events. CONVERGYS, Charlotte, NC December 2004 to July 2006 Training Specialist Was responsible for training new employees to be successful customer service rep resentatives in a vehicle communication call center. Provided advanced skill tr aining and service specialization training to experienced employees. * Successfully managed new employees through orientation and integration. * Managed new hires to sales, service, and team goals. * Developed training modules to further advance the training curriculum and to i mprove specific skills. EDUCATION

American Intercontinental University, Buckhead, GA 2002-2005 Bachelor of Science Graduated Summa Cum Laude SKILLS Proficient with Microsoft Excel, Word, Powerpoint, Outlook, and Lotus Notes. LICENSES Series 7, 63 and 65. Life and Health insurance licenses in 28 states, and Disab

ility and Medicare Supplement licensed in NC.

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