The sample below is for a Finance Estate Planning Resume. This resume was written by a ResumeMyCareer professional resume writer, and demonstrates how a resume for a Finance Estate Planning Candidate should be properly created. Our Certified Professional Resume Writers can assist you in creating a professional document for the job or industry of your choice.
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Finance/Estate Planning
SERVICE | LEADERSHIP | INTEGRITY
? Multi-faceted, knowledgeable, and savvy Finance and Estate Planning professional with extraordinary track record of assisting in business insurance needs, long term care insurance, estate planning objectives, and IRA implementation, eager to contribute advanced business acumen, finance services, and industry knowledge, initiatives toward optimizing the goals of a world-class organization in a Finance/Estate Planning role.
? Decisive and straightforward with transferable skills to develop presentations and documentation that address business needs, implement cutting-edge business goals and estate planning initiatives, and strategically drive support initiatives for clear and concise business operations. Solid capability to gain immediate trust and cooperation from others that positively impact business performance. Dedicated to maintaining a reputation built on quality, service, and uncompromising ethics.
PROFESSIONAL EXPERIENCE
Captive Insurance Agent ? New York Life, Great Plains, SD 2007 to Present
? Provide exemplary customer-centric service and support counseling clients on specific long term insurance options, estate planning goals, and IRA planning and implementation initiatives.
? Strategically discussed with clients, the ?ins and outs? of estate planning procedures and objectives, customer?s accounts, and any other client inquiries or requests.
? Highest Long Term Care Producer for the State of SD.
? Highest Long Term Care producer for New York Life
Captive Insurance Agent ? Horace Mann, Springfield, IL 2005 to 2007
? Recruited to assist in all insurance underwriting services, and Long-Term Care, and acquired certification.
? Discussed all details and specific requirements for IRA institution, and all processes in regards to Long-Term Care initiatives that would provide client with structured support if the need arose.
? Highest producer in Annuities for Horace Mann SD and ND.
? Highest producer for SD/ND for VUL sales for outside broker of Horace Mann.
Internal License Assistant ? State Farm Insurance, Pierre, ST 2003 to 2005
? Provided all business insurance needs for new and existing clients, and assisted in all facets of Annuities administration, IRA establishment, and Estate Planning.
EDUCATION / CERTIFICATION / AFFILIATIONS
Degree ? Southwest Technical College
LUTCF ? American College
CLTC ? Corporation for Long-Term Care Certification
Ed Slott retirement and IRA 3 day training seminars
AALTC American Association of Long Term Care Insurance
NAFIA National Association of Insurance & Financial Advisors
President ? Local chapter of NAFIA
AWARDS
2010-AALTC- Highest Long Term Care Producer for the State of SD
2008-2010 Highest LTC producer for NYL Great Plains
2006 Highest Producer in Annuities for Horace Mann SD/ND
2006 Highest Producer for SD/ND for VUL sales for outside broker of Horace Mann
LICENSURES
Life, Health, Property, Casualty Insurance
Series 6 & 63
Notary Public
Source: http://www.resumemycareer.com/finance-estate-planning-resume-sample/
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