Financial Services Sales Agent Career Research and Resources
Greyhound Leasing & Financial Corp.
Portfolio management including collections and workout
Avg. Salary: $107,000 · Company Rank: Not Available
Aramark Industries
Director of Survey Support & Engineering for the Aramark Education market. This position provided backroom support to the sales team. Included doing audits & design of programs.
Avg. Salary: $67,500 · Company Rank: 3.0 out of 5
SERVICEMASTER INDUSTRIES
Completed Financial & Quality analysis for our sales team. Also designed the Facilities program.
Avg. Salary: $67,500 · Company Rank: 4.0 out of 5
Hillman Capital Management
Leads and directs all relationship management, marketing, and corporate communication activities as the primary point of contact for clients and prospects. Develops and implements the firm's sales and marketing strategies, creates new marketing materials, manages the firm’s website content, and ensures delivery of a consistent marketing message to enhance the HCM brand and drive increased market share. Personally maintains ...
Avg. Salary: $75,000 · Company Rank: Not Available
BB&T Investments
Chartered with responsibility for networking internally and externally to develop a referral-based business model serving the investment needs of individuals and corporate clients. Established initiatives throughout a six-bank region to educate internal referral sources on investment basics and the synergistic benefits of aligning all departments to support the BB&T business objectives of upgrading banking clients to also u...
Avg. Salary: $75,000 · Company Rank: Not Available
Morgan Stanley
Built relationships with high-net-worth individuals and families, identified their immediate and long-term needs, and created investment strategies to achieve their financial objectives. Managed asset allocation, frequently reviewed client accounts for deviation from strategies, and adjusted as necessary to achieve objectives. Created value with corporate clients by providing 401(k) profit sharing plans, defined benefit pla...
Avg. Salary: $75,000 · Company Rank: Not Available
CBIZ
Responsible for working with internal partners to develop new business opportunities with existing clients in other product areas such as accounting and payroll. Reviewed Plan Documents and determined optimal provisions based on client’s situations and needs. Determined plan eligibility, contribution calculations, and completion of cross testing calculations under different scenarios. Conducted all facets of plan administr...
Avg. Salary: $75,000 · Company Rank: Not Available
T. Rowe Price
Accountable for client satisfaction by acting as the daily processing and administrative contact for national enterprise level retirement plan sponsors. Proactively interacted with clients acting as a consultant on plan design, investment performance and measurement, legal and regulatory input, participant communication efforts, new products and services and retirement industry best practices. Maintained active management ...
Avg. Salary: $75,000 · Company Rank: Not Available
T. Rowe Price
Responsible for handling telephone inquiries from Retirement Plan participants, regarding balance information and processing of transactions in their accounts. Accepted and accurately processed transactions such as investment mix allocation changes, exchanges, loans, salary deferral changes and pre-authorized withdrawals. Performed quality review of all transactions to verify accuracy.
Avg. Salary: $75,000 · Company Rank: Not Available
Monarch Mortgage
certified Applicants for Mortgage Loans
Avg. Salary: $65,000 · Company Rank: Not Available
