Financial Sales Representative Cover Letter

Please consider me for the financial sales representative opportunity. I am including my resume that lists my qualifications and experience.

In the previous role, I was responsible for valuable subject matter expertise on financial products to Cat Dealers, customers and internal staff including, financial merchandising programs and benefits of working with Caterpillar Financial.

Please consider my experience and qualifications for this position:

• Work with 3rd party partners that support digital marketing and call center campaigns
• Work with GT alliance partners, such as Microsoft, to expand sales campaign target markets
• Focus on relationship building and sales development through the promotion of deposits, loans and other specialty services
• Perform client outreach to establish new relationships expand existing banking relationships
• Proactively look for ways to enhance sales and service performance by supporting Bank initiatives and leveraging tools to enhance activities
• Use a relationship selling approach in client/prospect interactions
• Sales, referral and service skills to effectively sell the Banks products and make qualified referrals to Bank partners
• Advanced knowledge of retail products and services and related policies and procedures

I am excited to be applying for the position of financial sales representative. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for insightful financial analytics to support site manufacturing, using statistical analysis, review of trends/prior results and discussions with the functional groups within the organization.

Please consider my experience and qualifications for this position:

• Experience in selling, and negotiating preferably involving a network
• High level of efficiency accuracy and time management
• Committed to great customer service and relationship building
• Successfully answer incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals, how to make changes to an account, product information, and tax questions
• Address questions or concerns related to investments
• Assist participants through the navigation of the automated voice response system the Web Site when executing financial transactions and/or initiating loans
• Appropriately submits requests for research and follow-up if needed after the initial call
• Review, comprehend, and implement all new communication regarding plan updates and changes

I would like to submit my application for the financial sales representative opening. Please accept this letter and the attached resume.

Previously, I was responsible for ongoing financial education implementation support as it relates to the successful use of ECMC’s online platform and related tools and resources.

Please consider my qualifications and experience:

• Currently holds FINRA 6 and 63 registrations state specific life insurance license, and has maintained continuing education coursework to keep licenses and/or registrations in active standing
• Demonstrated knowledge of finance and operating lease products and documentation principles
• The confidence to communicate with anyone
• Successful track record of consistent territory growth and quota obtainment and excellent customer selling skills
• Goal oriented, self-motivated individual who is confident, and thorough
• Experience Selling Consulting Services, preferably Cloud consulting solutions and/or Solution Selling
• Preferred – experience selling to clients in the Financial Services (FSI) sector (past experience working in this sector is ideal)
• Experience negotiating complex fixed price contracts

In response to your job posting for financial sales representative, I am including this letter and my resume for your review.

Previously, I was responsible for financial information and management tools for efficient planning, monitoring, inspection and control in the area of IT solutions and projects.

Please consider my qualifications and experience:

• C-Level interactions in current role
• Negotiation & objection handling skills
• Leadership & “quarterback” skills
• Experience selling a Workforce Management or Human Capital Management (HCM) software solution strongly preferred
• Relevant work experience or equivalent in similar roles
• Proven track record of selling complex IT solutions in Kenya
• Proven Cloud Sales experience
• GRIT attitude and Passion

I am excited to be applying for the position of financial sales representative. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for insightful analytics for senior management discussions on multi-year forecasts, strategic initiatives and opportunities to improve financial performance.

Please consider my experience and qualifications for this position:

• Impact and results-oriented individual with a track record of sales success
• Able to think creatively, challenge assumptions and comfortably speak about financial products
• A genuine curiosity in understanding a merchant's unique business goals and challenges
• Strong organizational skill-set and a passion for learning
• Previous experience within the Payments or Lending industries
• Working knowledge of finance and/or leasing industry best practices
• Work effectively in a fast-paced environment and under pressure
• Strong verbal and written communications skills with attention to details