Financial Services Sales Agent Career Research and Resources
O'Connor and Company
Managed a small Eurodollar desk,local traders and out-trade risk
Avg. Salary: $65,000 · Company Rank: Not Available
ABN-AMRO
Established new relationships and trust between global bank trading branches and solicited new accounts while recruting traders employed by competitors to bring books of business to improve trading volumes
Avg. Salary: $65,000 · Company Rank: Not Available
HSBC Futures
Built a large customer base and managed day to day service of their accounts
Avg. Salary: $65,000 · Company Rank: Not Available
Balfore Maclane Futures
Transferd customer orders to the correct trading pit for broker execution
Avg. Salary: $65,000 · Company Rank: Not Available
Charles G. Matthies Inc.
Supervised Construction of family oaned real estate company.Licenced Real Estate Broker
Avg. Salary: $65,000 · Company Rank: Not Available
Sun Life Financial Distributors
Created and sustained a top performing sales environment operating at the highest level of integrity and compliance. Oversaw the large-scale growth and expansion of the Sun Life Financial Inside Sales Team. Responsibilities included recruiting, hiring, training and motivating Sales Managers and Sales People. Supervised a team of Variable Annuity Sales Desk Managers. Worked in conjunction with the Executive Vice Preside...
Avg. Salary: $150,000 · Company Rank: Not Available
Guardian Investor Services/RS Funds, Quincy, MA
Hired, supervised and trained Inbound Sales Representatives, Internal Sales Representatives and Assistant Sales Desk Managers. Represented Guardian and interacted with potential clients at several functions per year, including conferences, training sessions, due diligence meetings and branch meetings. Oversaw the restructuring of the sales desk in order to accommodate the distribution of the newly acquired RS Funds. Comm...
Avg. Salary: $150,000 · Company Rank: Not Available
Guardian Investor Services
Proposed the creation of a new Inbound Sales Desk in order to alleviate the burden of inbound phone calls on all outgoing sales representatives, allowing them to focus on sales. Designed work schedules, training curriculum and work flow systems in preparation for rollout. Coordinated the implementation of new computer and phone systems prior to rollout. Interviewed, hired and trained new Inbound Sales Representatives. I...
Avg. Salary: $150,000 · Company Rank: Not Available
Guardian Investor Services
Hired, coached and developed internal sales desk representatives Organized and executed call campaigns dedicated to our Key Account focus firms. Monitored the sales activity of my team and trained internal wholesalers to effectively manage their territory. Created and implemented new sales campaigns designed to achieve goals consistent with my territory’s business plan. Provided weekly reports to Guardian management det...
Avg. Salary: $150,000 · Company Rank: Not Available
Guardian Investor Services
Wholesaled Guardian Fixed Annuities, Variable Annuities, Mutual Funds and Retirement Plans to the Wirehouse Channel in New Jersey and Pennsylvania. Partnered with Regional Sales Director to increase sales by 100% from previous year. Led the country in Wirehouse Channel sales. Used the MARS contact management system to track calls in order to create and maintain relationships with producers. Traveled to territory to cove...
Avg. Salary: $150,000 · Company Rank: Not Available
