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Finance representative resume examples for 2025

Zippi

Build a better finance representative resume with Zippi, your AI resume builder robot.

Updated March 26, 2025
5 min read
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How to write a finance representative resume

Craft a resume summary statement

A resume summary is your opening statement that highlights your strongest skills and top accomplishments. It is your chance to quickly let recruiters know who you are professionally - and why they should hire you for the finance representative role.

Step 1: Start with your professional title, or the one you aspire to.

Step 2: Detail your years of experience in finance representative-related roles and your industry experience.

Step 3: What are your biggest professional wins? Here is your opportunity to highlight your strongest accomplishments by placing them at the start of your resume.

Step 4: Don't forget, your goal is to summarize your experience. Keep it short and sweet, so it's easy for recruiters to quickly understand why you're a great hire.

These four steps should give you a strong elevator pitch and land you some finance representative interviews.

Hi, I'm Zippi, your job search robot. Let me write a first draft of your summary statement.

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List the right project manager skills

Use your Skills section to show you have the knowledge and technical ability to do the job. Here is how to make the most of your skills section and make sure you have the right keywords:

  1. You often need to include the exact keywords from the job description in your resume. Look at the job listing and consider which of the listed skills you have experience with, along with related skills.
  2. Include as many relevant hard skills and soft skills as possible from the listing.
  3. Use the most up to date and accurate terms. Don't forget to be specific.
These five steps should give you a strong elevator pitch and land you some finance representative interviews.

Here are example skills to include in your “Area of Expertise” on a finance representative resume:

  • Financial Services
  • Customer Service
  • Life Insurance
  • Mutual Funds
  • FINRA
  • Securities
  • Brand Awareness
  • Annuities
  • Health Insurance
  • Patients
  • Financial Products
  • Long-Term Care Insurance
  • Financial Solutions
  • Eagle
  • Professional Selling
  • Financial Security
  • Payment Arrangements
  • Disability Insurance
  • Insurance Products
  • Insurance Coverage
  • Medicare
  • Financial Aid
  • Inbound Calls
  • Financial Objectives
  • Financial Assistance
  • Risk Management
  • Estate Planning
  • Retirement Planning
  • Outbound Calls
  • Financial Analysis

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How to structure your work experience

A work experience section is a vital part of your resume because it shows you have the experience to succeed in your next job.

  1. Put your most recent experience first. Prospective employers care about your most recent accomplishments the most.
  2. Put the job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
  3. Include only recent, relevant jobs. This means if you're a fairly experienced worker, you might need to leave off that first internship or other positions in favor of highlighting more pertinent positions.

How to write finance representative experience bullet points

Your resume is not a list of responsibilities or a job description. Instead, it is your chance to show your accomplishments and show why you're good at what you do.

  • Use the What, How, and Why format. Answering these questions turns a bland job description into an effective showcase of your abilities.
  • What were your responsibilities or goals?
  • How did you accomplish them?
  • Why were your results important? (How did it impact your company? Can you quantify the results in numbers? )

Here are examples from great finance representative resumes:

Work history example #1

Finance Representative

PapA

  • Preformed as a campus representative for Microsoft products, especially Windows7.
  • Developed Excel spreadsheets and SharePoint forms to improve business procedures.
  • Managed quality communication for each customer.
  • Created and maintained Standard Operating procedures, resulting in improved process efficiency.
  • Achieved top sales goals through consistent profiling, cross-selling and follow-up activities.

Work history example #2

Finance Representative

New York Life Insurance Company

  • Passed the Series 6 and 63 FINRA exams.
  • Provided brokerage account information to registered representatives and clientele.
  • Registered Representative of securities products and services through NYLIFE Securities LLC.
  • Used cell phones to maintain communications with other teams.
  • Earned Life Insurance, FINRA Series 6, and FINRA Series 63 licenses within 6 months of employment date.

Work history example #3

Finance Service Representative

Northwestern Mutual

  • Maintained impeccable attention to detail in creating and updating client files compliant with FINRA and the SEC.
  • Constructed a personal client base and fostered growing relationships with ongoing points of communication.
  • Established relationships within small to medium businesses and existing clients through one-on-one communication.
  • Generated personal leads for prospecting, for both initial contact and future follow up appointments, using excellent communication language.
  • Completed Series 6 and 63 FINRA licensing exam.

Work history example #4

Finance Representative

Northwestern Mutual

  • Obtained my series 6 and 63 FINRA securities licenses in 2 months time.
  • Completed Series 6 and 63 FINRA licensing exam.
  • Leveraged legal team on complex cases and worked with internal team on daily client communications.
  • Maintained client satisfaction through frequent communication and periodic performance reviews.
  • Constructed a personal client base and fostered growing relationships with ongoing points of communication.

You can let Zippi customize your resume.

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Add an education section to your resume

Employers are looking for a few things when looking at the Education section of your resume:
  • The highest degree you have achieved.
  • TWhere you attended school, and the dates (Although if you graduated some time ago, leave the date off to avoid ageism)
  • TField of study
  • TAny honors, relevant coursework, achievements, or pertinent activities

Here are some examples of good education entries for resumes:

Bachelor's Degree in business

Strayer University, Washington, DC

2005 - 2008

Highlight your finance representative certifications on your resume

Certifications can be a crucial part of your resume. Many jobs have required certifications.

Start simple. Include the full name of the certification. It's also good to mention the organization that issued the certification. Next, specify when you obtained the certification.

If you have any of these certifications, be sure to include them on your finance representative resume:

  1. Certified Professional, Life and Health Insurance Program (CPLHI)
  2. Certified Sales Professional (CSP)
  3. Chartered Financial Analyst (CFA)
  4. Certified Public Accountant (CPA)
  5. Certified Resume Specialist: Accounting and Finance (CRS+AF)
  6. Certified Medical Office Manager (CMOM)
  7. Certified Management Accountant (CMA)
  8. Certified Financial Planner (CFP)
  9. Long-Term Care Certification (CLTC)
  10. International Accredited Business Accountant (IABA)

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