Financial Services Sales Agent Career Research and Resources
Goldman Sachs & Co.
Hired to bring previously outsourced accounting expertise and operations in-house. Worked closely with outside consultants and offshore IT groups to streamline portfolio accounting procedures; increasing efficiency and accuracy.
Avg. Salary: $90,000 · Company Rank: Not Available
Inbar Group, Inc.
Sales: Generate new business prospects on daily basis primarily through direct mail contact. Extensive CRM follow-up and review with prospective buyers. Conduct on-site sales presentations with business owners and schedule meetings with prospective buyers and sellers.
Avg. Salary: $70,000 · Company Rank: Not Available
Prentice Securities Incorporated
Daily trading activity for firm and customer accounts. Compliance reviews involved in daily equity security trading for customer and firm accounts in NYSE and NASDAQ securities. Integrated technology improvements for customer and firm clearing platforms through Fidelity Brokers. Visited institutional accounts to increase business as house accounts. Deal with retail customers and recommended stocks for potential trading. Rev...
Avg. Salary: $70,000 · Company Rank: Not Available
Cigna Financial Services
Generate daily contact with business owners to engage in comprehensive financial planning services
Avg. Salary: $70,000 · Company Rank: Not Available
First Boston Corporation
Manage 4 person operational staff for brokerage office. Perform administrative functions to assist the branch manager.
Avg. Salary: $70,000 · Company Rank: Not Available
Kidder Peabody & Co. Inc
for major brokerage firms in various capacities. Managed multi-state offices for high-quality administrative processing with 31 reporting people supporting multi-profit centers in retail and institutional sales. Selected by senior management to spend 3 months on the road working with consulting firm to stream line operations and reduce costs on firm-wide basis. Conducted national training seminars for cost-control methodol...
Avg. Salary: $70,000 · Company Rank: Not Available
Portola Consulting
Sales and marketing of insurance and investment product and service to individuals and businesses.
Avg. Salary: $100,000 · Company Rank: 4.0 out of 5
The Newport Group
Sales and marketing of Corporate Qualifed Retirement Plan. Developed relationships with third party referral sources. Presented retirement plan solutions to these referred clients.
Avg. Salary: $100,000 · Company Rank: 2.0 out of 5
Wachovia Retirement Services
I marketed and sold Qualified Retirement Plans, I developed third party referral relationships with Financial Advisers who referred their Corporate clients to us to create solutions to their needs.
Avg. Salary: $100,000 · Company Rank: 2.0 out of 5
Direct Capital Corporation
• Prospected assigned markets through business development and networking initiatives including use of existing Direct Capital relationships, third party contacts, industry events, new introductions and warm calling. Generating 1 Million dollars in annual revenue. • Developed and communicated effective business and action plans to address opportunities, and generated and maintained a consistent and accurate sales forecast....
Avg. Salary: $65,000 · Company Rank: Not Available
