Financial Services Sales Agent Career Research and Resources
Ameriquest Mortgage
Prospecting and closing of loans. Training new loan officers.
Avg. Salary: $67,500 · Company Rank: Not Available
Reliance Lending Group
Recruiting and training of new loan officers. Managed ten to twelve loan officers at a time.
Avg. Salary: $67,500 · Company Rank: Not Available
Bay Advantage
Prospecting and closing of loans. From initial phone call to funding.
Avg. Salary: $67,500 · Company Rank: Not Available
PricewaterhouseCoopers
Expertly provide development and implementation advice for clients’ goals. Collaborate with my team to bring projects in on time and under budget. Supervised team’s preparation of monthly reports for assigned clients to ensure proper billing and effective resource utilization. Lead team training nationwide to ensure excellent client service.
Avg. Salary: $67,500 · Company Rank: Not Available
Farmers Financial Solutions
Provided adept oversight of marketing and business development, industry event attendance and strategic alliance building. Consulted with business owners to determine best retirement plan options. Expertly completed plan set-ups from design to enrollment, then managed investment accounts. Coordinated with top producing agents in 3 districts generating additional sales. Expanded assets by presenting products and solutions to...
Avg. Salary: $67,500 · Company Rank: Not Available
Tempest Investment Counselors
Developed financial and strategic presentations for firm promotion to prospective clients. Collaborated in cross-functional strategic planning, system structure and marketing method improvements. Communicated with high net worth prospective clients to discuss needs and services. Acted as primary contact for senior management, vendors, and prospective clients. Conducted industry and market research. Negotiated deals with pro...
Avg. Salary: $67,500 · Company Rank: Not Available
JP Morgan Private Client Bank
Contacted prospective clients, guiding them through online services and financial website benefits. Developed business opportunities with high net worth individuals for start-up environment private banking services. Evaluated client needs, determining appropriate service solutions. Conducted executive presentations for online financial services. Developed team training activities to increase productivity.
Avg. Salary: $67,500 · Company Rank: Not Available
Wachovia (formerly World Savings)
I served as a key player in a highly elevated department whose mission was to retain existing customers after they had a payoff request and were ready to leave the bank! By providing solutions, I was the number One agent and exceeded my goals by 250%!
Avg. Salary: $48,000 · Company Rank: Not Available
Independent Insurance Agent
Worked with various lead sources to market individual benefits to home owners and small businesses such with a variety of life products. Also worked the senior market in medicare supplements, final expenses, and LTC. Hired and recruited agents to join my team.
Avg. Salary: $48,000 · Company Rank: Not Available
Wachovia
Responsible for loan modification for existing customers, refinancing, and generating new loans through various mkt programs such as referrals, direct mail, and cross selling.
Avg. Salary: $48,000 · Company Rank: Not Available
