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Mark Brann
Farmington,MO
Summary
A seasoned Financial Services Representative, I excelled at Self Employed Insurance Group by boosting sales revenue through strategic planning and superior customer relationship management. Leveraging skills in financial planning and client relationship building, I consistently surpassed sales targets. My approach combines analytical thinking with a strong work ethic, ensuring client satisfaction and loyalty.
Personable and motivated with passion for financial services, bringing strong analytical and problem-solving skills. Possesses knowledge of financial products and services, complemented by proficiency in customer relations and account management. Dedicated to delivering exceptional service and driving financial success for clients.
Offering solid foundation in customer relations and financial concepts, eager to develop and grow within financial services sector. Delivers ability to quickly absorb new information and apply learned skills effectively. Ready to use and develop communication and analytical skills in sales and sales management role.
Diligent in direct sales with solid background in financial services. Proven track record in assisting clients with financial decisions and managing portfolios efficiently. Demonstrated ability in customer service and financial analysis.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Self Employed Insurance Group
01.2005 - Current
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Negotiated contracts with vendors and suppliers, ensuring the best pricing and terms for company profitability.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
- Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
- Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
Education
Bachelor of Science - Accounting And Finance
Western Governors University
Salt Lake City, UT01-2021
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Account documentation
- Regulatory compliance
- Financial product sales
- Customer relationship building
- Estate planning
- Sales goals
- Account maintenance
- Life insurance
- Retirement planning
- Account retention
- Financial planning
- Financial markets
- Investment strategies
- Financial reporting
- Sales quota achievement
- MS office
- Records management
- Financial information systems
- Strong work ethic
- Punctual and dependable
- Analytical thinking
- Client relationship building
- Communication management professional
- Flexible schedule
- Investment analysis
- Strategic communication management professional
- Registered tax return preparer (RTRP)
- Registered tax return preparer
Certification
- Series 66 License – FINRA.
- Series 7 License – FINRA.
- CompTIA Certification
- Life Accident and Health Insurance license in 43 states.
Interests
Timeline
Financial Services Representative
Self Employed Insurance Group
01.2005 - Current
Bachelor of Science - Accounting And Finance
Western Governors University
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