Personal Financial Representative

Personal Financial Representative Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Personal Financial Representative job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Add keywords directly into your resume's work experiences, education or Skills section.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

  • Life Insurance
  • Retirement Planning
  • Fixed Annuities
  • Disability Insurance
  • Mutual Funds
  • Term Life Insurance
  • Series 6
  •  Find out what your resume's missing
  • Insurance
  • Financial Services
  • Investments
  • Financial Planning
  • Long-term Care
  • Finance
  • Variable Annuities
  • Long Term Care Insurance
  • Health Insurance
  • Property & Casualty Insurance
  • Whole Life Insurance
  • Universal Life
  • Employee Benefits Design

  •   Show full list
  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Personal Financial Representative Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

How do I add skills to a Personal Financial Representative resume?

Review the job posting closely.

Go through the Personal Financial Representative posting you're applying to, and identify hard skills the company is looking for. For example, skills like Fixed Annuities, Retirement Planning and Term Life Insurance are possible skills. These are skills you should try to include on your resume.

Add industry skills like Disability Insurance and Insurance.

Add other common skills from your industry - such as Mutual Funds, Series 6 and Life Insurance - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Universal Life, Health Insurance and Property & Casualty Insurance - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Highlight specific financial experience.

On Personal Financial Representative resumes, you should include examples that show you're comfortable dealing with a range of finance responsibilities, from reporting to automating tasks.

Emphasize your accounting skills.

As the job title suggests, accounting is a pretty common skill for Personal Financial Representative roles. Use the infographic for examples of how to show accounting experience.

Use the exact job title.

Try to add the exact job title, Personal Financial Representative, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Personal Financial Representative Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Personal Financial Representative job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Personal Financial Representative Skills and Keywords to Include On Your Resume

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Personal Financial Representative Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Senior Financial Analyst

Resume Example
Entry Level/Junior Financial Analyst

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Real Estate Financial Analyst

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Chief Financial Officer (CFO) - 1

Resume Example
Chief Financial Officer (CFO) - 2

Resume Example
E-Commerce Chief Financial Officer

Browse Skills from Similar Jobs

Frequently Asked Questions

What skills should you put on a Personal Financial Representative resume?

Some popular Personal Financial Representative hard skills are Life Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Mutual Funds, Term Life Insurance, Series 6 and Insurance.

Depending on the job you apply to, skills like Financial Planning, Property & Casualty Insurance, Universal Life, Health Insurance and Financial Services can also be good to include on your resume.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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