An Investment Representative is commonly referred to as a financial or investment advisor and plays an important role in the corporate world. This position is responsible for advising individuals or business organizations about developing financial plans. They do this by using their skills and knowledge and designing strategies according to the financial objectives of their clients. While maintaining the existing clients, Investment Representative tries to get new potential clients. The key responsibility of these investment professionals is to assess the clients’ financial condition and status. They collect and compile financial details of the clients, and they understand the purpose of their investment. These investment professionals offer representation and advice of financial products such as annuities, insurance, estate planning, stocks, mutual funds, retirement plans, trust funds, and education savings. They also prepare different correspondence and reports, maintain databases and files, and verify all financial data. 

The core responsibilities of Investment Representatives include planning business activities based on the assigned weekly and monthly sales, proactively initiating emails or phone calls to prospects, and fixing appointments with them. Create your Investment Representative Resume by clicking on ''Use this Resume'' button.