Financial Services Sales Agent Career Research and Resources
Chase Bank
Acquiring new business relationships Profiling Clients cross sell products liaison between cross departments
Avg. Salary: $45,000 · Company Rank: 4.0 out of 5
HTLP
Avg. Salary: $40,000 · Company Rank: Not Available
PHH mortgage
1. Receive incoming and make outgoing calls to offer conventional financing options to high net worth clients including home equity lines, refinancing and home purchases 2. Meet a monthly sales target 3. Consistently update yourself on program guidelines and industry changes
Avg. Salary: $65,000 · Company Rank: 3.0 out of 5
Watson Realty
1. Drafted and negotiated contracts, prepared market analyses, marketed properties, and prepared cost estimates
Avg. Salary: $65,000 · Company Rank: 3.0 out of 5
Humana Health Insurance
1. Investigated disputed claims 2. Resolve customer and provider inquiries and disputes regarding claims information
Avg. Salary: $65,000 · Company Rank: 3.0 out of 5
TXU/ONCOR
Efficiently Interact with All Levels of Internal & External Management and Clients to Estimate / Design / Implement & Upgrade Clients Power Distribution Solutions. Performance Attributes: Deliver Pertinent Project Briefs in Construction Scheduling Meetings, On-Site-Observation, and Prompt Communication to all departments, Clients and Related / Partnered Companies. Client / Business Driven-Prompt Delivery of: Accurate Est...
Avg. Salary: $41,000 · Company Rank: 4.0 out of 5
BNB Bank NA
•Hired, developed, coached and mentored branch staff •Managed and supervised all operational aspects of the branch’s daily activities •Retained and grew most profitable segment of branch’s business portfolio
Avg. Salary: $85,000 · Company Rank: Not Available
HSBC Bank NA
•Achieved aggressive individual goals of $6MM in new commercial/ personal deposits and $4MM in commercial loan bookings per year; achieved 103% of sales goals during prior year •Made appropriate referrals to Investment Advisor in order to reach a $100K in invested revenue
Avg. Salary: $85,000 · Company Rank: Not Available
Chase
•Acquired, grew and retained profitable business prospects that resulted in 60 new relationships for the year •Analyzed business credit packages; developed and cultivated center of influence network
Avg. Salary: $85,000 · Company Rank: Not Available
Citibank
•Hired, developed, coached and mentored a high performing sales team; 2/3 of team was amongst region’s top 25% •Developed and cross-sold top 10% business portfolio; portfolio grew by 11% in 2002 and 2001 •Developed and built Financial Center Business plan to increase revenue; achieved growth of 10% for the year •Built strong working relationships within the community to create opportunities for growth
Avg. Salary: $85,000 · Company Rank: Not Available
