Financial Services Sales Agent Career Research and Resources
Lido Graphics
Avg. Salary: $112,500 · Company Rank: Not Available
Chrysler Financial
Provided a consultative sales approach, presenting an analysis of an independent dealership operations and financial statement with recommendations to the management and ownership. - Analyzed and evaluated operations and financial statements for all dealerships. - Maintained superior solution selling which resulted in the highest level of achievement in relation to goals set by senior management. Provided products a...
Avg. Salary: $80,000 · Company Rank: Not Available
Merrill Lynch
Trained and directed four registered representatives in product knowledge, asset gathering, achieving daily and monthly sales production goals, planned and coordinated all marketing and sales activities covering 600 clients and annual sales of $5 million.
Avg. Salary: $95,000 · Company Rank: 4.0 out of 5
Morgan Stanley Smith Barney
Senior Regitered Wealth Manager directing team of four registered representatives managing 700 private client relationships with investable assets of $250 million. Managed over 30 C-level executives utilizing team approach to investing through various product lines. Managed all elevated concerns and complaints.
Avg. Salary: $95,000 · Company Rank: 4.0 out of 5
Mutual of America
•Solicit and procure group and individual retirement plans. •Provide insight on design of 401(k), 403(b), 401(a), and 457(b) retirement plans. •Provide on-site employee education and new enrollment meetings, in group and individual settings for over 160 accounts in Washington, Oregon, Idaho, Alaska, and Montana. •Responsible for increasing plan participation, plan contributions and asset transfers. •Assisted plan admin...
Avg. Salary: $100,000 · Company Rank: Not Available
ICP Capital
Headed all fund marketing until 2009.
Avg. Salary: $200,000 · Company Rank: Not Available
Guggenheim Partners
Sourced companies for agency representation in private equity
Avg. Salary: $200,000 · Company Rank: Not Available
Deutsche Bank Alex. Brown
Source new business and run portfolios for high net worth clients.
Avg. Salary: $200,000 · Company Rank: Not Available
Merrill Lynch
Wealth manager
Avg. Salary: $200,000 · Company Rank: Not Available
Jobs My Way
Created marketing/sales campaign to introduce product to Fortune 500 Companies and large government agencies. Identified and developed relationships with C-level executives and corporate recruiters
Avg. Salary: $95,000 · Company Rank: 2.0 out of 5
