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Financial Representative

Financial Representative Must-Have Resume Skills and Keywords

Are you interested in improving your job outlook and increasing your salary? How can you demonstrate that you are the most qualified candidate for a Financial Representative position? Of course continuing to gain experience working as a Financial Representative may be your best qualification, but there are other ways you can also develop your skills, like continuing education or volunteer opportunities. More immediately, however, you can be ready for your next opportunity or promotion by educating yourself about the duties, responsibilities, and required skills of a Financial Representative and making sure your resume reflects your experience properly. In order to do so, you’ll want to know that employers commonly feature Financial Advising and Insurance Sales as the most prominent terms in their Financial Representative job descriptions, yet those who have held the position of Financial Representative and list it on their resume indicate Financial Planning and Business Administration more predominantly. Do you know what you would list? We designed the ZipRecruiter Career Keyword Mapper to help you solve this problem and hopefully improve your resume. Using machine learning tools paired with industry research, our Marketplace Research Team helped analyze millions of job postings and resumes to identify the most important keywords related to Financial Representative jobs. Our goal is to help you discover opportunities to improve your resume or to help you understand what skills and qualifications you need to be a Financial Representative or to advance your career into beyond this role.

Top Skills Mentioned in Job Descriptions

Top
10
Job Skills
Employers require a broad range of skills and qualifications in their descriptions of Financial Representative positions. The top three keywords make up 40.41% of the total set of top terms. Look to the Resume Checklist below to see how Financial Advising, Insurance Sales, and Life Insurance Sales shares stack up against the share from resumes. Financial Planning, Sales Experience and Annuities represent an additionally healthy share of the employer Financial Representative job postings with their combined total of 29.01%. At 30.6%, Relationship Management, Mutual Fund Management, Pension Administration, and Insurance License appear far less frequently, but are still a significant portion of the 10 top Financial Representative skills and requirements according to employers.

Top Skills Mentioned in Resumes

Top
10
Job Skills
Job seeker resumes showcase a broad range of skills and qualifications in their descriptions of Financial Representative positions. The top three keywords represent 42.8% of the total set of top resume listed keywords. Look to the Resume Checklist below to investigate how Financial Planning, Business Administration, and Customer Relationship Management match up to employer job descriptions. Compliance, Economics, and Outlook represent a very decent share of skills found on resumes for Financial Representative with 29.31% of the total. At 27.89%, Health Insurance, Database, Social Media, and Vendor Management appear far less frequently, but are still a significant portion of the 10 top Financial Representative skills and qualifications found on resumes.

Most Important Skills Required to Be a Financial Representative as Listed by Employers and Employees

Here is a simple table of the top 10 skills and qualifications as listed by employers in Financial Representative job postings since January of 2018, followed by the top 10 skills and qualifications most commonly listed by people who held the title of Financial Representative on their resumes.
Top Financial Representative Skills
Skills Required by Employers Share
Financial Advising 20.29%
Insurance Sales 10.14%
Life Insurance Sales 9.98%
Financial Planning 9.83%
Sales Experience 9.67%
Annuities 9.51%
Relationship Management 7.77%
Mutual Fund Management 7.77%
Pension Administration 7.61%
Insurance License 7.45%
Skills Listed by Employees Share
Financial Planning 16.32%
Business Administration 14.65%
Customer Relationship Management 11.83%
Compliance 10.80%
Economics 9.77%
Outlook 8.74%
Health Insurance 7.71%
Database 6.94%
Social Media 6.68%
Vendor Management 6.56%

Financial Representative Resume Checklist

Our Resume Keyword Checklist is based upon an analysis of the most commonly found terms within both job descriptions and resumes for Financial Representative positions. Our algorithm helps isolate phrases and patterns to identify the most frequently recurring and reused keywords from each data source, while correcting for uncommon and outlier results. Various heuristic methodologies are then applied to ultimately create two top 20 lists of the most important and significant skills, certificates and requirements found within Financial Representative job postings and resumes. We then merge the two lists together and use a combination of statistics and rules-based scenarios to create a list that is audited by the Marketplace Research team, and finally turned into the checklist you see below. Our hope is that knowing this information can help you make your best impression with your next potential employer.
Uncommon Keywords on Financial Representative Resumes
Job Descriptions
Resumes
25%
50%
75%
100%
Insurance Sales
Financial Sales
Sales Experience
Financial Advising
Employer job listings frequently list Insurance Sales, Financial Sales, Sales Experience or Financial Advising as requirements in Financial Representative job descriptions; however, candidates mention them far less frequently on their resumes. If you possess any or all of these experiences, including these keywords prominently on your resume when applying for a Financial Representative position may help you stand out more to hiring managers.
Common Keywords on Financial Representative Resumes
Job Descriptions
Resumes
25%
50%
75%
100%
Client Acquisition
Mutual Fund Management
Marketing Communications
Finance Management
Insurance License
Deal Closing
Sales and Marketing
Medicare
Annuities
Entrepreneurship
Series 7 License
Both employer job listings and resumes from people who’ve held the position of Financial Representative tend to always include skills and requirements found in this list. Whether you’ve only got Client Acquisition, Mutual Fund Management, Marketing Communications, Finance Management, Insurance License, Deal Closing, Sales and Marketing, Medicare, Annuities, Entrepreneurship or Series 7 License in your background and experience, make sure to highlight the term prominently on your resume. As a candidate you’ll be competing with many others who are bound to have as many as you (or more!) of these common resume keywords highlighted in their application for a job as a Financial Representative.
Uncommon Keywords on Financial Representative Job Descriptions
Job Descriptions
Resumes
25%
50%
75%
100%
Relationship Management
Financial Planning
Employer job listings rarely list Relationship Management or Financial Planning as important skills or qualifications in Financial Representative job descriptions. Nevertheless, candidates mention them much more commonly in their resumes. If you possess any or all of these experiences, including these keywords prominently on your resume when applying for a Financial Representative position may go unnoticed or even discounted by hiring managers.

FAQs about Financial Representative Skills and Resume Keywords

What are the most important Financial Representative job skills to have on my resume?

The most common important skills required by employers are Client Acquisition, Mutual Fund Management, Marketing Communications, Finance Management, Insurance License, Deal Closing and Sales and Marketing. These skills and requirements are just as likely to be mentioned by employers as well as on resumes of people that held a position as a Financial Representative, suggesting that having these keywords on a resume are important for success as a Financial Representative. Additionally, employer Financial Representative job descriptions list Insurance Sales as a desirable experience, even though Insurance Sales appears 4 times less on resumes, suggesting that it's worth considering including this keyword if you possess the experience.

What are the least important Financial Representative job skills to have on my resume?

Although you'd probably love to load up your resume with every possible keyword you can, employers tend to look for the things they specify in the job description. Our analysis suggests that highlighting too prominently terms like Relationship Management and Financial Planning may be something to reconsider. These two terms appear 0.49 and 0.24 times less often than in job descriptions for a Financial Representative role. This implies that highlighting either of these keywords on your resume may not be a great way to impress a potential employer.

How do I make sure my resume has all of the right keywords for a Financial Representative position?

Unless your resume has a good density of the following skills and experience listed, you may not be considered for the role of Financial Representative. Make sure to include a strong showing for the following keywords on your resume:
  • Client Acquisition
  • Mutual Fund Management
  • Marketing Communications
  • Finance Management
  • Insurance License
  • Deal Closing
  • Sales and Marketing
  • Medicare
  • Annuities
  • Entrepreneurship
  • Series 7 License
Additionally employers frequently list the following as desirable qualities in a Financial Representative candidate, but they are far less common on most resumes:
  • Insurance Sales
  • Financial Sales
  • Sales Experience
  • Financial Advising
Finally people who held the position of a Financial Representative and list it on their resume are adding these terms that are less likely to be noticed by employers. You may want to consider downplaying these terms on your Financial Representative application:
  • Relationship Management
  • Financial Planning

Before applying for a Financial Representative job

At ZipRecruiter, we understand better than anyone the importance of using the right keywords to describe your experience — it’s crucial to attracting the right employers! We built our business on the ability to effectively match job seekers with employers using AI-technology that understands your resume and how likely you are to be noticed by a potential future employer. Having a ZipRecruiter profile that showcases your most relevant skills and abilities can help you get recruited into a new role as a Financial Representative. Get started on your journey with a new ZipRecruiter Profile today!

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