Finance Insurance Consultant Resume Example

(912) 55522-4321
San Francisco, California, CA 94115

Results-driven Finance Insurance Consultant with over 8 years of experience in the financial and insurance industries. Adept at analyzing clients' financial situations and risk tolerance to provide tailored financial and insurance solutions. Comprehensive knowledge of risk management, investment strategies, and various insurance products. Skilled in building and maintaining long-term client relationships and consistently exceeding sales targets. Strong communicator, proficient in financial analysis, and dedicated to helping clients achieve their financial goals.

XYZ Company - Finance Insurance Consultant
02/2018 - current
NYC, New York
  • Collaborated with clients to analyze their financial situations, risk tolerance, and long-term objectives, tailoring financial and insurance solutions to meet their unique needs.
  • Maintained an extensive knowledge of various insurance and investment products, including life, health, property, and casualty insurance, as well as annuities, mutual funds, and other investment vehicles.
  • Developed and delivered compelling presentations to clients, educating them on financial planning concepts and the benefits of various insurance and investment products.
  • Established and nurtured strong relationships with clients, providing ongoing support, advice, and consultation to ensure their financial goals were met.
  • Consistently exceeded quarterly sales targets, generating an average of $30 million in new business annually.
ABC Company - Financial Analyst
01/2015 - 01/2018
Austin, Texas
  • Conducted comprehensive financial analysis, including income statement, balance sheet, and cash flow analysis, to identify trends and assess the financial health of clients.
  • Developed financial models to project future revenue and expenses, helping clients make informed decisions on their investment strategies.
  • Assisted in the preparation of financial reports and presentations, providing clear and concise explanations of complex financial concepts to non-financial audiences.
  • Collaborated with cross-functional teams, including sales, marketing, and operations, to analyze and improve financial performance.

New York University (NYU) - Bachelor of Science in Finance
01/2013 - 03/2017
NYC, New York

Proficient in financial analysis, planning, and modeling
Strong interpersonal and communication skills
In-depth knowledge of insurance and investment products
Ability to develop and maintain long-term client relationships
Excellent problem-solving and analytical skills
Proficient in Microsoft Office Suite, including Excel, Word, and PowerPoint
Experience with financial software tools, such as QuickBooks, Morningstar, and Bloomberg Terminal

Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)