Financial Services Sales Agent Career Research and Resources
Home Savings of America
Set and Structured direct marketing plans to obtain the highest return on investment. Educated families on the benefits of debt consolidation with tax benefits. Built sales/operational team from 0 to 12 members, including hiring and training Effectively used DU/LP to qualify loans according to current guidelines Created new Vendor relationships to build product pipeline including FHA, VA and USDA loans to increase prici...
Avg. Salary: $55,000 · Company Rank: 3.0 out of 5
Power Windows and Siding
Set and Structured direct marketing plans to obtain the highest possible close rate for appointments. Educated families and businesses on the benefits of home improvement for energy conservation and tax benefits
Avg. Salary: $55,000 · Company Rank: 4.0 out of 5
Flagstar Bank
Structured all loans to make credit recommendations using Fannie Mae and Freddie Mac guidelines Spearheaded a new product development effort including FHA and VA programs and guided the successful launch of products that resulted in a 20% increase in lead conversion for the bran. Providing needed support to operational and underwriting staff. Facilitated and led motivational and strategic planning meetings to highlight b...
Avg. Salary: $55,000 · Company Rank: 4.0 out of 5
SVG Inc
Provided operational leadership and management for this correspondent lender in 40 states and specializing in loans for purchase and refinance of residential properties. Designed and analyzed print and internet advertising campaign to maximize lead generation. Managed and directed a 36 member sales staff and 20 person underwriting team in the corporate office and 2 branches Increase product line to include Alt-A, Sub P...
Avg. Salary: $55,000 · Company Rank: 4.0 out of 5
Brown & Co.
Managed a 9 person staff and increased daily trade volume to 1250.for a brokerage service. Achieved top producing team award (out of 12 branches) for best customer service, product usage and trade execution Worked with high net worth clients to establish investment goals. Earned Series 7, 8 and 63 licenses
Avg. Salary: $55,000 · Company Rank: 4.0 out of 5
Success Trek Seminars, LLC
Developing and presenting motivational and training presentations, coaching individuals to achieve more in their sales careers, marketing services to different organizations.
Avg. Salary: $57,500 · Company Rank: Not Available
Key Bank
• Met with business leaders and developed fiscal policy. • Procure new loans, deposits, and individual investments products. • Worked closely with branch staff to achieve business, sales, and service quality goals with focus on increased profitability.
Avg. Salary: $100,000 · Company Rank: Not Available
Foresters
• Determined needs of prospect clients, conducted needs analysis, created financial planning models, and presented solutions to clients. • Informed customers about life, disability, and long term care insurance products. • Reached sales targets by acquiring new members and attaining referrals. • Organized marketing events to generate more leads and sales. • Developed and retained relationships with clients by providing ...
Avg. Salary: $100,000 · Company Rank: Not Available
Faulkner's Island Capital
Financial Service Sales and Advisory work. Frequent travel. South, Midwest, Philadelphia and Boston.
Avg. Salary: $150,000 · Company Rank: 5.0 out of 5
Advanced Equities
Sales
Avg. Salary: $150,000 · Company Rank: 2.0 out of 5
