Financial Services Sales Agent Career Research and Resources
TIAA-CREF
Provided a broad range of financial consulting/plannning services to customers in the acacdemic and not for profit area to ensure asset retention and growth. Key accounts included NYU & Columbia University. Serviced as a Lead Consultant on the Columbia University account. Other roles at TIAA-CREF inlcuded Team Manager of the National Contact Center and as a Senior Consultant responsible for servicing high net worth clien...
Avg. Salary: $0 · Company Rank: Not Available
Kidder Peabody
Registered Representative concentrating in stocks, bonds and mutual funds. Built a successful book of business through extensive prospecting, cold calling and marketing. Promoted at the firm from initial position of Institutional Sales Assistant.
Avg. Salary: $0 · Company Rank: Not Available
Ashton & Crawford Inc
Managed deposits of over $25M and loans of $8M. Supervised and motivated a team of twelve employees. Worked directly with top executives of national and international corporations to deliver excellent service on loans and deposits.
Avg. Salary: $30,000 · Company Rank: Not Available
Sullivan and Frank Consultants
Controlled second largest investors' portfolio after only three years with the firm. Consistently high ranking sales performance.
Avg. Salary: $30,000 · Company Rank: Not Available
Five Star Merchant Services
My main objective was to build a sales team. I did the recruiting, hiring training and motivating of sales reps. I developed policies and procedures, comp plans and sales goals.
Avg. Salary: $120,000 · Company Rank: Not Available
ACH Business Services
I managed daily activities of the business including sales, marketing and product development. As part owner of a small company I wore many hats and did any jobs necessary. We introduced a new check processing technology into a new market of Back Office Conversion.
Avg. Salary: $120,000 · Company Rank: Not Available
US Dataworks
US Dataworks is a leader in delivering enterprise payments solutions to financial institutions, businesses and government entities. Whether it's electronic check conversion, distributed capture or end-to-end payments processing, US Dataworks provides the framework for doing it at an enterprise level, with industry-leading efficiency, flexibility and scalability. In my role I developed the reseller base and did direct sales ...
Avg. Salary: $120,000 · Company Rank: Not Available
First Data
The global technology leader in information commerce, First Data helps businesses, such as merchants and financial institutions, safely and efficiently process customer transactions and understand the information related to those transactions. I started out in the sales department at TeleCheck and quickly moved up to Sales Manager of South East Texas. I continued my career by becoming a director and have national responsibi...
Avg. Salary: $120,000 · Company Rank: Not Available
Bank of America
Accountable for acquisition of new co-brand and financial institution portfolios and expanding and developing existing strategic credit card partnerships representing over $6.5 billion in loans. Motivated and developed client management team of 30 people focused on new sales activities, revenue generation, delivering value-added support to partners, cross-selling products, marketing and account growth.
Avg. Salary: $196,000 · Company Rank: Not Available
MBNA Marketing Systems
Entrusted to build start up regional operation for Consumer Finance Division which grew to over 400 employees in business units of Sales Finance, Lending, Collections, Customer Service, Activation and Fraud. Responsible for all aspects of the operation including; recruiting, retaining and motivating staff, devising incentive plans, coaching and training, developing and implementing objectives and achieving desired results.
Avg. Salary: $196,000 · Company Rank: Not Available
