Financial Services Sales Agent Career Research and Resources
Providence Financial Mortgage
Avg. Salary: $75,000 · Company Rank: Not Available
1st Metropolitan Mortgage
Avg. Salary: $75,000 · Company Rank: Not Available
Liberty Discount Broker
Avg. Salary: $75,000 · Company Rank: Not Available
The Bank of New York Mellon
Sales and marketing support for Sales Directors, preparation and development of sales presentations, reviewed and completed portfolio analysis according to client's current portfolio/time horizon/investment objectives/risk tolerance, opened investment management and custody accounts, organized client/prospect/intermediary/speaker events, organized and updated strategic marketing calendar.
Avg. Salary: $0 · Company Rank: Not Available
The Bank of New York Mellon
Processed cash and securities, posted and settled domestic and foreign trades, created daily excel reports to show failing trades and foreign exchanges, facilitated account conversions from other financial services firms, opened investment management and custody accounts, reconciled accounts with investment manager statements.
Avg. Salary: $0 · Company Rank: Not Available
Wachovia
Sold Strategic Alliance relationships directly to client principals (“C Level”.
Avg. Salary: $75,000 · Company Rank: Not Available
Cendant
Sales within each Brand.
Avg. Salary: $75,000 · Company Rank: Not Available
General Electric
Joined a national team of six Region Training Directors delivering technical, industry related and management training to GE employees and the GEMICO customer base. GE Certified Instructor (instructional design, adult learning principles, and performance consulting); I worked directly with sales to deliver customer centered technical and competency based training sessions.
Avg. Salary: $75,000 · Company Rank: Not Available
Oce Financial Services Inc.
Served as a trainer, mentor, motivator and builder of the Outside and Inside Leasing Sales team. Analyzed customer needs to ensure maximum customer penetration. Designed and implemented sales/marketing programs to generate customer excitement. Responsible for $120 million in leased copier business from the Oce Digital Print Services team and dealerships.
Avg. Salary: $95,000 · Company Rank: Not Available
Pitney Bowes Credit Corp.
Served as a trainer, mentor, motivator and builder of the Outside and Inside Leasing Sales team. Analyzed customer needs to ensure maximum customer penetration. Designed and implemented sales/marketing programs to generate customer excitement. Responsible for $120 million in leased copier business from the Imagistics sales team and dealerships.
Avg. Salary: $95,000 · Company Rank: Not Available
