Financial Services Sales Agent Career Research and Resources
BANK OF AMERICA
Utilize consultative sales approach to build a long-term advisory relationship with each client by analyzing their situations and their goals they would like to achieve.
Avg. Salary: $61,000 · Company Rank: Not Available
UVEST FINANCIAL SERVICES
Managed a book of business worth over $3.5 million that included securities and annuity portfolios.
Avg. Salary: $61,000 · Company Rank: Not Available
GFCB Inc
Chief of Operations
Avg. Salary: $0 · Company Rank: Not Available
Wells Fargo Bank
Sales, Customer Service, Operations
Avg. Salary: $0 · Company Rank: Not Available
Physicians Health Plan of Mid Michigan
Health and Life licensed agent. Selected in first quarter of employment to develop new business for new statewide PPO product. Participated in plan design, product build and pricing for new PPO product.
Avg. Salary: $120,000 · Company Rank: Not Available
First Franklin Financial
Finished in top 10% of all Account Executives in period of market decline. Collaborated with senior management to develop a business plan for year. Followed the plan and met goal of finishing in top 10% at a time when state experienced highest foreclosure rate in country, rising unemployment and declining property values. Rapidly developed a territory that has traditionally had slow growth attaining higher than average u...
Avg. Salary: $120,000 · Company Rank: Not Available
Access Mortgage and Financial
Responsible for generating and maintaining lead sources through referrals, cold calling and telemarketing. Hired and trained sales force of 12 Loan Officers. Oversaw telemarketing, customer service and overall process of loan production of Loan Officers. Maintained personal gross production of $12 million in conforming loan closings.
Avg. Salary: $120,000 · Company Rank: Not Available
Student Loan Xpress (CIT)
Responded to inbound calls for new student loans and consolidation, sent out applications, followed up for their return.
Avg. Salary: $0 · Company Rank: Not Available
American Express Educational Loans
Same as most recent job.
Avg. Salary: $0 · Company Rank: Not Available
Various Wholesale Mortgage Lenders
Sales and Service to two hundred plus Correspondent Lenders, Mortgage Brokers and Loan Officers. Develop a territory for Mortgage Banker's presenting multiple products of Conforming, Government, Commercial, Alt-A, Sub Prime and Niche loan products. Implemented a strategic business plan via email blast, flyers, online presentations or in person demonstrating the total package of products. Proactively maintain and strengthen ...
Avg. Salary: $40,000 · Company Rank: Not Available
