Sample Financial Sales Consultant Resume

Posted in Consultant Resume Examples

Kristen Berry
4621 W 1st Street Rd
Visalia, CA 93277

Job Objective Seeking a position of Financial Sales Consultant position in a reputed organization where I can use all my knowledge and experience in a better way to benefit the organization.

Work Experience:

Financial Sales Consultant, August 2005 – Present
Transcend, Visalia, CA

  • Opened new account, sold bank products and provided incomparable customer service.
  • Achieved sales goals established by manager by direct selling and referred deposit, loan and investment products and services as required.
  • Maximized sale of retail products to all customers.
  • Developed customer relationships through cross-selling and up-selling.
  • Contacted potential customers to generate high revenues.

Financial Sales Consultant, May 2000 – July 2005
Kingston, Inc., Visalia, CA

  • Performed account maintenance such as to add or change account set up, to add joint owners, to close accounts.
  • Provided advice to stockbrokers and other individuals who were attempting to sell securities.
  • Examined financial statements, and evaluated investment opportunities.
  • Provided advice to clients about possible investment opportunities.
  • Analyzed and determined best advice and product approach for customer contact situations.

Summary of Qualifications:

  • Extensive knowledge of financial services product
  • In-depth knowledge of loan and investment services
  • Ability to cross-sell products and services
  • Amazing ability to identify customer needs and implement effective solution
  • Excellent interpersonal skills and professional approach
  • Basic computer skills and excellent oral and written skills
  • Strong written and verbal communication skills


Bachelor’s Degree in Business Administration, East Los Angeles College, Monterey Park, CA

Master of Business Administration, Northern Kentucky University, Kentucky, KY

We know how to prepare a professional resume!