INDUSTRY STATS
According to the U.S. Bureau of Labor Statistics, Financial Representative positions are at a 6% growth rate, which is as fast as average. With that said, there are currently 492,100 jobs in the market right now. The total number of jobs is expected to increase by 31,300 to 523,400 in the period of 2020-30.
What’s more, the median annual wage for the Financial Representative jobs was $83,660 in May 2020. The lowest 10% earned less than $48,760, and the highest 10% more than $159,560.
Our conclusion? The Financial Representative job market is wide open for candidates.
Top financial representative sections that make the best resume
- Header
- Professional summary
- Experience (with numbers and results)
- Relevant skills
- Education
- Certifications
How to write the perfect financial representative resume experience section
Financial representative experience section: checklist
- List your positions in chronological or reverse-chronological order;
- Go for 4-6 bullet points;
- Add only relevant work experience;
- Include information about the challenges you’ve faced, the actions you’ve taken, and the results you’ve achieved;
- Use action verbs instead of filler words.
We’ve selected some of the top Financial Representative resumes made using the Enhancv platform to illustrate what a great experience section looks like. Use them as inspiration when building your own resume:
- Increased clientele from zero to 747
- Counseled clients on personal portfolios to best achieve their financial goals
- Advised clients, demonstrating an expertise includes Risk, Asset, Income and Estate Management
- Increased revenue by 20% by implementing an effective collections strategy.
- Developed and implemented financial counseling services to assist patients with understanding and managing their medical bills.
- Collaborated with insurance companies to resolve claim issues and minimize payment delays.
- Maintained accurate and up-to-date patient financial records and ensured compliance with regulatory requirements.
- Provided exceptional customer service to patients and resolved any billing or payment concerns in a timely and professional manner.
- Reduced billing errors by 25% through streamlining processes and implementing quality control measures.
- Resolved billing and insurance issues for patients and healthcare providers.
- Managed accounts receivable and reduced outstanding balances by 30%.
- Created financial reports and analyzed data to identify areas for improvement.
- Collaborated with cross-functional teams to ensure smooth and efficient billing processes.
- Reduced patient registration errors by 15% by implementing a new process for data entry.
- Achieved a 95% collection rate of patient financial responsibility through effective communication and follow-up with patients.
- Collaborated with ancillary departments to ensure patients received prompt and accurate service.
- Maintained accurate records of patient information and financial transactions, utilizing Microsoft Office and medical terminology knowledge.
- Assisted 100+ patients monthly in obtaining financial assistance for medical bills.
- Increased patient satisfaction by 25% through effective communication and counseling.
- Improved the accuracy of insurance verification and eligibility by 20% through process improvements.
- Developed and implemented a new payment plan system, resulting in a 30% increase in patient payment compliance.
PRO TIP
In writing your Financial Representative resume, you will no doubt want to list your previous duties - as you should. But steer clear of just listing your duties, instead of your achievements. Make your resume stand out by communicating what you have done, and not merely what the job needed you to do.
Action verbs for your financial representative resume
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Financial representative resume: How to write a strong skills section
The ultimate financial representative skills section checklist:
- Balance between all kinds of hard skills – technical, analytical, etc.
- When it comes to technical skills, match them to the job description;
- Add keywords present in the job advert to pass ATS;
- Don’t forget to list transferable skills such as communication, teamwork, work ethic, and presentation skills.
Top skills for your financial representative resume
Microsoft Office
SAP
Excel
Salesforce
Data Entry
Quickbooks
Project Management
Customer Service
CRM
Communication
Negotiation
Critical thinking
Problem solving
Collaboration
Flexibitly
Resilience
Dedication
Empathy
PRO TIP
Avoid getting sidetracked by Applicant tracking software by including a tech skills' section matching the job description and your own qualifications.
Financial representative resume header: tips, red flags, and best practices
Checklist for your financial representative resume header
- Your name and surname in a legible and larger resume font
- The job title you’re applying for or your current job title as a subheading to your name
- Link to your portfolio or online profile, such as LinkedIn
- Address (City and State for the US; just your city for rest of the world)
- Email address
- Headshot (required or welcomed in the EU; not required and sometimes frowned upon in the US)
Stick to popular email providers such as Gmail or Outlook. And use these professional formats to create your username:
- first.last@gmail.com
- last.first@gmail.com
- firstlast@gmail.com
- f.last@gmail.com
- first.l@gmail.com
Recommended reads:
PRO TIP
Some companies, states, and countries have policies about identifying information like photos on your Financial Representative resume. Be sure to check all the relevant rules before submitting yours. If you’re in doubt, you can always try contacting the company’s HR department to ask for their policy.
Financial representative resume summary: things to include and things to avoid
Job-winning financial representative resume summary checklist:
- Mention your total years of experience in the field;
- Highlight one or two of your top achievements;
- Avoid getting into too much detail – you’ll do that in the experience section;
- Focus on short sentences that are easy to read and add value to your application.
Resume summary formula:
PRO TIP
You’re not going to get hired simply because of a good summary or objective. However, your recruiter can bump you up in front of similarly experienced candidates who didn’t demonstrate such passion and drive.
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Highlighting Education, Courses, and Certifications in Your Financial Representative Resume
Education section checklist:
- What? Where? What’s the result? Answer these questions when mentioning education and courses on your resume;
- Give preference to courses and degrees that are relevant to the job position;
- Be honest! Some recruiters love checking with colleges and universities to see if you’ve really been enrolled in them;
- Share more about certifications that have helped you turn into a professional, and mention the bodies that have issued them.
Top Certifications for Your Financial Representative Resume
The Complete Financial Analyst Course 2022
Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, PowerPoint: Everything is Included!
Financial and Economic Modeling and Investments
Financial Statement Analysis, Business Analysis, Investments, Finance, Financial modeling, Financial Ratio Analysis,MBA
Introduction to Financial Ratio Analysis
Learn to calculate and interpret various activity, liquidity, solvency, profitability, and valuation ratios
Beginner to Pro in Excel: Financial Modeling and Valuation
Financial Modeling in Excel that would allow you to walk into a job and be a rockstar from day one!
Financial Analysis and Financial Modeling using MS Excel
Perform financial analysis & financial modeling using Microsoft excel. For people who want to become a Financial Analyst
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PRO TIP
If you hold a certain major and a minor, your majors should be mentioned first.
Financial representative resume format 101
If a couple of years ago Financial Representative resumes could be text files with no graphic elements, today’s recruiters need a bit more to remember you.
And yet, you can still choose between three basic resume formats:
- Reverse-chronological resume format;
- Functional skills-based resume format;
- Combination (or Hybrid) resume format.
But when it comes to choosing the right format for your Financial Representative resume, there are two factors to keep in mind: your experience and whether you’re looking for an industry change.
The reverse-chronological format is the most common one. That being said, it gives recruiters exactly what they’re used to in terms of order and information. However, it’s not suitable for applicants with employment gaps or not enough experience.
We at Enhancv suggest the functional skills-based resume format for people with limited work experience who find reverse-chronological resumes irrelevant. This format showcases the applicant’s most significant accomplishments, skills, and strengths.
Don’t miss our resume format checklist:
- Go for a traditional easy-to-read resume font sized 10-12p;
- Don’t risk it: choose standard 1-inch resume margins;
- Make sure your Financial Representative resume fits in one to two pages;
- Save your resume in PDF to avoid having it edited by someone else.
Looking for more tips? Check out our job-winning guide for crafting a resume that gets you remembered!
Recommended reads:
PRO TIP
Test your draft Financial Representative resume by sending it out to peers and mentors in your circles. Ask them to review it as if they are hiring you for a project and implement the feedback afterwards.
Other sections for your Financial Representative resume
If the position you’re applying for allows for that, you can include some non-traditional sections in your resume. This will add a bit more depth to your application and will also give the hiring manager a better idea of who you are as a person.
Some ideas include:
A financial representative resume recruiters would love
You’ve drafted an amazing Financial Representative resume, but are still not sure whether it will make a strong first impression? After all, recruiters go over tens of resumes each day, right?
Right! And the recipe for getting their attention includes a dash of creativity.
What’s more, a creative resume is perfect for adding your personality to the mix. For example, you could mention your favorite books, quotes, movies, or even what your day usually looks like.
Regardless of what you choose, make sure your levels of creativity match the industry, the company, and the position. Otherwise, your resume might look silly and inapt.
What makes a great financial representative resume: key takeaways
- Choose a resume layout that sends the right message across and fits your current career situation;
- Create a resume header that shows your desired job title, and easy to find contact numbers;
- Be specific about your experience, accomplishments and future goals in your summary;
- Feature detailed metrics and specific examples that show the impact you made in your previous roles when describing your experience;
- List soft skills backed by examples;
- Add all of your technical skills and certifications that you have and match the job description;
- Show off a dash of personality in your resume that will demonstrate your culture fit and the right mix of hard and soft skills.
