Financial Services Sales Agent Career Research and Resources
Precision Financial
Building relationships through direct sales, business to business and cold calling. Worked closely with clients while offering financial options. Maintained training in sales and marketing while providing increased sales.
Avg. Salary: $65,000 · Company Rank: Not Available
Citigroup
Responsible for sales involving business to business, cold calling and direct sales. Financial options for clients. Professional networking through industry organizations and maintaining relationships. Prospecting, presentations and training of clients to assist in maximizing sales.
Avg. Salary: $65,000 · Company Rank: Not Available
Aames
Managed both internal and external accounts. Originated sales through various conduits. Personal and corporate financial analysis of programs. Trained clients in both sales and marketing.
Avg. Salary: $65,000 · Company Rank: Not Available
TransAmerica
Daily operations of three local offices. Existing and new business through cold calling, networking, business to business and direct marketing. Approved financial statements along with debt analysis. Responsible for underwriting and processing of loans. Trained time management, sales and problem solving. Maintained professional associations while increasing clients. Demonstrated effective leadership of ten employees while i...
Avg. Salary: $65,000 · Company Rank: Not Available
Merrill Lynch
Sales and direct marketing through corporate financial consultants. Beta testing on new programs, business development. Instituted training on time management programs while providing specialized team finance and analysis. Processing, underwriting and closing of cross collateral programs.
Avg. Salary: $65,000 · Company Rank: Not Available
Michaels Toyota
Contracting completed auto deals, selling finance and insurance products, contacting and finding best rates to complete deals. Keeping customer service at a high percentage.
Avg. Salary: $100,000 · Company Rank: Not Available
Alley Chevrolet
Completing all auto deals,selling financial and warranty produces. Getting all bank approvals.
Avg. Salary: $100,000 · Company Rank: Not Available
Chuck Olson Chevrolet
Managing a crew of 7 people to produce auto sales, including training and closing all deals, also Finance manager last 8 years selling financial and warranty products
Avg. Salary: $100,000 · Company Rank: Not Available
Independent
Execute daily trades in equity index futures contracts using Global Futures trading platform. Develop proprietary rules-based trading strategy to capitalize on short-term market movement and mitigate downside risk. Research short/long term market trends and analyze economic data to frame short-term trading thesis. Utilize real-time market news feed to time daily buys and sells. Audit daily market movement and trading ac...
Avg. Salary: $90,000 · Company Rank: Not Available
Wasatch Advisors, Inc.
Managed institutional client accounts in small, mid, and large cap investment products totaling over $600 million in assets and $6 million in annual revenue for Wasatch Advisors, a highly respected investment management firm. Broad scope of responsibility included: presenting and selling to C-level executives, investment boards, investment consultants, and high-net-worth individuals; negotiating technically complex contrac...
Avg. Salary: $90,000 · Company Rank: Not Available
