Financial Services Sales Agent Career Research and Resources
Colonial Pacific Leasing Corp.
Developed and executed a sales plan to service over 5000 lease brokers. Responsible for $200 million in annual leased business. Responsible for 10 financial services sales professionals.
Avg. Salary: $95,000 · Company Rank: Not Available
Wachovia Bank/ Wells Fargo
Responsible for leading the financial center employees in establising an enviroment that achieves all sales and service performnace objectives. Facilite teamwork and retain the best employees.
Avg. Salary: $72,000 · Company Rank: 2.0 out of 5
Citi Group
Achieve corporate goals in acquisitions. Loans and leases.
Avg. Salary: $105,000 · Company Rank: Not Available
PEACHTREE SETTLEMENT FUNDING, LLC,
Responsible for raising capital and developing distribution channels for the firm’s Alternative Investment product. Also responsible for selling Firm’s services for originating and servicing life and structured settlement portfolios. Presented product to Registered Investment Advisors, Broker-Dealers, Institutional & Pension Consultants, Placement Agents, and Investors through teleconferences, webinars, conference venues an...
Avg. Salary: $75,000 · Company Rank: 3.0 out of 5
PEACHTREE SETTLEMENT FUNDING, LLC.
Developed and managed relationships with Brokerage General Agencies, Institutional Marketing Organizations, and various Producer Groups and their producers. Built these relationships to market a series of turnkey, private labeled marketing campaigns, such as the Annuity Purchase Program and Renewal Funding Program, which offered Agencies an opportunity to make additional revenue while providing their producers and clients i...
Avg. Salary: $75,000 · Company Rank: 3.0 out of 5
PEACHTREE SETTLEMENT FUNDING, LLC.
Responsible for sales of Peachtree's Leveraged Bonus Program, LBP 401(k) Plus product. Developed national sales strategies, managing seven Regional Vice Presidents and twelve National Account Executives and two sales assistants. Established and maintained relationships with insurance carriers, producers and financial advisors to drive sales and expand client base. Prepared pipeline reports, forecasts, and funding projectio...
Avg. Salary: $75,000 · Company Rank: 3.0 out of 5
PEACHTREE SETTLEMENT FUNDING, LLC.
Advised C-level business clients on effective management of corporate retirement plans. Cultivated partnerships and relationships to expand client base and promote sales growth. Compiled client contact/financial information in proprietary database for analysis which demonstrated significant cost effectiveness by using our product over traditional executive benefit plans. Trained insurance providers, financial advisors, and ...
Avg. Salary: $75,000 · Company Rank: Not Available
JACKSON NATIONAL LIFE INSURANCE COMPANY
Established and maintained relationships covering 2 sales territories comprised of 1200+ financial advisors in banking environment. Coached and Mentored team of 4 new hire wholesalers and responsible for reporting activity and production to Sales Desk Manager. Identified new business opportunities via proactive outbound calling initiatives and marketing campaigns to both existing relationships as well as viable prospects. F...
Avg. Salary: $75,000 · Company Rank: 4.0 out of 5
AMERIPRISE FINANCIAL ADVISORS
Prepared comprehensive financial plans and developed strategies to help clients meet financial goals. Performed and addressed cash flow analysis, retirement planning, college savings, wealth accumulation, protection needs, and estate planning.
Avg. Salary: $75,000 · Company Rank: Not Available
SOUTHTRUST BANK
Avg. Salary: $75,000 · Company Rank: Not Available
