Financial Services Sales Agent Career Research and Resources
Accredited Home Lenders
To maintain organization, structure and implement procedures. Problem solving, delegating and prioritizing are daily tasks
Avg. Salary: $75,000 · Company Rank: Not Available
Charles Schwab & Co
Associate Broker and Client Service Representative.
Avg. Salary: $40,000 · Company Rank: 4.0 out of 5
Mingle, LLC
explaining and selling loan consolidation benefits, customer service, training new eployees, qualifying applicants, customer service
Avg. Salary: $60,000 · Company Rank: Not Available
Countrywide Home Loans
Managing 70 clients in Northern Colorado and Wyoming. Field underwriting each file prior to submission. Competively pricing and packaging each loan to ensure repeat business.
Avg. Salary: $93,000 · Company Rank: 4.0 out of 5
INTL Trading, Inc
International securities sales and origination
Avg. Salary: $100,000 · Company Rank: 4.0 out of 5
Oppenhiemer & Co. Inc.
Internation fixed income sales
Avg. Salary: $100,000 · Company Rank: 5.0 out of 5
Morgan Stanley
• Day traded on behalf of numerous clients in international and emerging markets
Avg. Salary: $40,000 · Company Rank: 3.0 out of 5
Empire Financial
• Mastered the art of the Lehman Brothers Straight-line Sales Pitching technique. • Mentored junior associates and trained them on sales and phone rebuttal techniques
Avg. Salary: $40,000 · Company Rank: 4.0 out of 5
GunnAllen Financial Member
• Generated leads for the head broker which lead to over $20 million in gross revenue. • Researched and created reports on private equities, biotechnology and pharmaceutical sectors
Avg. Salary: $40,000 · Company Rank: 5.0 out of 5
GunnAllen Financial Member
• Generated leads for the head broker which lead to over $20 million in gross revenue. • Researched and created reports on private equities, biotechnology and pharmaceutical sectors
Avg. Salary: $40,000 · Company Rank: 5.0 out of 5
