Financial Services Sales Agent Career Research and Resources
Truth In Lending, Inc - Merged with Cherry Creek Mortgage Co.
Built and managed best-practices finance consulting firm from the ground up, stepping into a variety of leadership roles to ensure seamless execution of all initiatives. Crafted policies and procedures, and defined marketing / sales scripts, communication tools and strategies for maximum sales results. Formulated HR manuals and guides. Developed and allocated the budget. Oversaw audits and regulatory compliance.
Avg. Salary: $67,500 · Company Rank: Not Available
Automotive Avenues Inc
Nurtured relationships with new and prospective clients, and managed the sales process to boost sales volume and profits. Identified and addressed the distinct needs of each client. Negotiated contracts. Facilitated financial paperwork and interactions with banking professionals.
Avg. Salary: $67,500 · Company Rank: Not Available
Christian Fellowship School
Supervised all daily operations of the athletic department, including hiring coaches, developing programs and scheduling games. Designed and implemented revenue-generating strategies to boost visibility and funding. Also served as physical education teacher and coach.
Avg. Salary: $67,500 · Company Rank: Not Available
MetLife
Enable successful marketing of stable value financial products through research and development of monthly fund performance reports for 70 separate accounts (reports include details on fund characteristics, commentary, and returns for each account). Regularly partner with Actuarial, Finance, and Legal Departments to ensure all reports are accurate, consistent, and legally compliant. Route reports to sales managers, portfoli...
Avg. Salary: $72,000 · Company Rank: 4.0 out of 5
MetLife
Provided outstanding service in support of more than 60 Bank-Owned Life Insurance (BOLI) and Corporate-Owned Life Insurance (COLI) plans representing more than $1 billion in assets. Partnered with product development and sales teams to develop and distribute plan implementation packages to clients and respond to customer inquiries. Completed wide range of services related to reporting, illustrations, death claims, fund real...
Avg. Salary: $72,000 · Company Rank: Not Available
Washington Mutual / Chase Bank
Serviced clients’ financial planning needs, with particular focus on home mortgages, home equity loans, investments, and traditional banking products.
Avg. Salary: $72,000 · Company Rank: Not Available
Key Equipment Finance
Solicited, qualified and fullfilled the equipment financial needs of clients through direct sales calls. To enhance revenue and shareholder benefits for Key with clientele from $25 million to $2.8 Billlion in revenues.
Avg. Salary: $80,000 · Company Rank: Not Available
Alter Moneta Corporation
Managed, serviced and sold vendor financing, direct financing, and lease programs. Clientele revenue base ranged from $15 million to $300 million.
Avg. Salary: $80,000 · Company Rank: Not Available
HSBC Bank (USA) Inc.
Managed equipment financing and leasing sale on a wholesale, vendor and direct basis. Clientele revenue ranged from $20 million to $500 Million. HSBC SOLD THIS EQUIPMENT DIVISION TO ALTER MONETA CORPORATION.
Avg. Salary: $80,000 · Company Rank: Not Available
Associates Commercial Corporation
Total P & L responsibility for a four state region including personnel, facilities, credit analysis, portfolio growth and control.
Avg. Salary: $80,000 · Company Rank: Not Available
