Sample Insurance And Financial Advisor Resume

Posted in Advisor Resume Examples

Benjamin Blassingame
1409 Biddie Lane
Richmond, VA 23219

Job Objective To enhance my skills as an Insurance And Financial Advisor by joining forces with a growing establishment seeking qualified applicants.

Summary of Qualifications:

  • Strong experience in insurance and financial planning
  • Wide knowledge of finance and insurance, retirement accounts, tax services and financing accounts bank sales with proven sales records
  • Ability to build and expand relationships and meet potential new clients
  • Ability to incorporate with bank partners
  • Sound knowledge of trust, banking and credit products

Work Experience:

Insurance And Financial Advisor, August 2005 – Present
NL Financial Services, Richmond, VA

  • Met and contacted new potential clients to discuss financial concerns and needs.
  • Conducted meetings with clients to collect relevant data.
  • Analyzed client needs and presented potential solutions.
  • Provided on-going service to clients.
  • Developed and implemented personal business and marketing plans.
  • Explained about the extensive Portfolio of Insurance Products, Variable Life Products and Mutual Funds to the customers.
  • Issued bonuses and Awards for Achieving Set Production Goals.


Bachelor’s Degree in Finance, Tarleton State University, Stephenville, TX

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