Financial Services Sales Agent Career Research and Resources
Northwestern Mutual Financial Network
Managed financial services franchise through the Northwestern Mutual Financial Network. Solicited sales to both businesses and individuals through effective marketing, cold calling, networking, sales presentations, referrals, and follow up. Designed an in depth financial plan for each potential client, intended to address their unique goals and concerns. Communicated each financial plan to the potential client through a ...
Avg. Salary: $150,000 · Company Rank: Not Available
Fidelity Investments
Assisted sales representatives at the back end of their sales cycle through meetings and conference calls with potential clients. Provided technical, operational, and legal assistance to FILI sales sites. Researched, analyzed, and resolved complicated issues for FILI customers using many Fidelity business partners while focusing on asset retention and business risk to Fidelity.
Avg. Salary: $150,000 · Company Rank: Not Available
Paychex Inc
Responsible for: -Generating new sales of our various HR and Benefit Outsourcing solutions -Prospecting includes: telemarketing, cold calling, running seminars and referral relationships -Using Top Down approach starting at the CFO,CEO, and business owner level -Uncovering needs through highly effective consultative sales approach -Determining and presenting best solution to help potential clients achieve goals -Man...
Avg. Salary: $65,000 · Company Rank: Not Available
Advantage Integrated Marketing
Responsible for: -Generating new business through research and development of sales leads, cold calling, referrals, and telemarketing; using a strategic sales and consultative approach -Maintaining and growing existing business -Establishing strong relationships with clients to ensure loyalty and repeat business -Motivating and ensuring support from entire dealership through product demonstration
Avg. Salary: $65,000 · Company Rank: Not Available
Freedom Financial Solutions
Secure and originate loans daily. Cold calling leads and calling on business partners to get more business brought in.
Avg. Salary: $100,000 · Company Rank: Not Available
Pinnacle Acquisitions
Perform financial services to numerous investors that are looking for portfolio products that Banks are selling and funding projects that have a go-green attitude.
Avg. Salary: $100,000 · Company Rank: Not Available
Berrick Law & Associates
Negotiated with banks to restructure mortgage payments to prevent foreclosures.
Avg. Salary: $100,000 · Company Rank: Not Available
ASAP Mortgage and Investments
Managed 250 brokers within sales operation identifying clients needs and appropriate investment institutions.
Avg. Salary: $100,000 · Company Rank: Not Available
Diamond Home Funding
Served as senior loan officer managing 25 Loan Officers. Managed daily branch opersations and placement of branch loans.
Avg. Salary: $100,000 · Company Rank: Not Available
GFI Group
Directed Overnight Index swaps encompassing six team members. Managed daily P&L. Developed exceptional relationships with foreign brokers.
Avg. Salary: $100,000 · Company Rank: Not Available
