Financial Services Sales Agent Career Research and Resources
Prebon Yamane Inc.
Led daily operations on internal trading desks. Built and nurtured relationships with internal teams around the world.
Avg. Salary: $100,000 · Company Rank: Not Available
Questar Capital
Accountable for the professional development of 130 independent registered representatives within designated territory of Northeastern US; coached representatives on how to increase sales and broaden sales products. Responsible for over 50% of top representatives in company. Reviewed representative sales metrics/history to diagnose issues and appropriately coach representatives; consistently grew representative sales due t...
Avg. Salary: $57,000 · Company Rank: Not Available
Ameriprise Financial
Increased broker productivity by educating them on products, competitors and sales strategies; learned inside products while training inside sales representatives on complex outside products. Significantly exceeded past revenues; inside sales force reached $9B in sales in 2007 and outside channel reached $750M as a result of sales training and mentoring. Developed product training manual teaching consultants how to effec...
Avg. Salary: $57,000 · Company Rank: Not Available
Ameriprise Financial
Recruited to build and grow sales for brand new outside distribution channel to New England states; grew sales from $0 to $40M annually in 2 years. Jumped from 20th to 3rd ranked region in 1 ½ years. Strategically marketed products to over 1000 representatives; educated representatives on sales process. Maintained largest distribution network, selling products to more than 10 different Broker/Dealer companies; expanded terr...
Avg. Salary: $57,000 · Company Rank: Not Available
Farmers Insurance
Sold auto, home and life insurance; attracted new customers by cold calling, networking and conducting other new business development
Avg. Salary: $57,000 · Company Rank: Not Available
Charles Schwab
Significantly grew revenue through advising clients on effective investment strategies; met with clients face-to-face monthly. Serviced and retained existing clients by delivering outstanding customer service. Increased efficiency in bank office by instituting reorganization; streamlined responsibilities and reduced layers of management.
Avg. Salary: $57,000 · Company Rank: Not Available
Burlington Capital Markets
Shopped research and stock (equity) ideas to institutional client base. Provided maintenance research calls and stock merchandise calls. Developed relationships with clients and increased commission and revenue. Process computer orders and billing of clients trades. Check trading blotter to ensure accuracy of trade and billing.
Avg. Salary: $65,000 · Company Rank: Not Available
Suntrust Robinson Humphrey
Covered a set territory of institutional clients. Shopped research and stock(equity) ideas to institutional client base. Provided maintenance research call and stock merchandise calls to clients. Built relationships over time that increase commission and revenue. Entered trading orders on the computer and billing of trades. Check trading blotter to ensure correct trade, price and billing.
Avg. Salary: $65,000 · Company Rank: Not Available
Financial Insights, LLC
Providing marketing, sales, and management services to mortgage brokers and insurance agencies - and offering mortgage services, insurance services, financial consulting services, and real estate consulting services to individuals and small business owners.
Avg. Salary: $0 · Company Rank: Not Available
Robinson Humphrey Company
I opened new accounts, entered orders, handled billing problems and other administrative functions for a senior financial advisor. I also handled the training program for new retail brokers joining the firm. I put together the training schedule, instructors and testing. I also handled the travel and accomodations for all attending.
Avg. Salary: $65,000 · Company Rank: Not Available
