Financial Services Sales Agent Career Research and Resources
Banking
Certified applicants for a Mortage Loan
Avg. Salary: $65,000 · Company Rank: Not Available
Northwestern Mutual Financial Network
• Work closely with business clients to identify and address unique financial needs and goals • Provide customized insurance product recommendations and assist with short- and long-term financial planning • Perform extensive business development functions to generate and follow up on leads, deliver winning presentations, close deals, and complete all necessary paperwork
Avg. Salary: $127,500 · Company Rank: Not Available
Midwest Trust
• Established and operated practice specializing in providing charitable and estate planning strategies to eliminate capital gains tax • Recognized for ability to apply expertise regarding the U.S. Tax Code toward optimizing financial performance through tax deductions for charitable trusts
Avg. Salary: $127,500 · Company Rank: Not Available
Carina Holding Company / Jo to Go America, Inc, Green Bay, WI
• Developed sales organization that functioned as a holding company for three subsidiary companies: Jo to Go America, Inc. was the franchisor of retail drive-thru coffee shops; Turn Key Development, LLC owned real estate leased to a Jo to Go America, Inc. franchisee; M2D Agency, Inc. provided point of purchase advertising material to Jo to Go company stores and franchises • Personally drove business development, sales, man...
Avg. Salary: $127,500 · Company Rank: Not Available
DuBois Formalwear
• Steadily promoted from Store Manager to ultimate executive-level position entrusted with a broad scope of responsibilities • Played an integral role in opening sister store, DuBois Bridal, and overseeing all company-owned stores in the district, including implementing a rigorous sales training program and new organizational management strategies
Avg. Salary: $127,500 · Company Rank: Not Available
WELLS FARGO BANK, N.A.
Build relationships and provide expert financial advice and great customer service. As a Personal Banker, you will devote much of your day to building long term relationships with our customers in person and by phone. You will deepen the understanding of our customers financial needs and provide suggestions. While most of the job is performed in the stores, Bankers reach out into the community by placing outbound phon...
Avg. Salary: $30,000 · Company Rank: Not Available
FIRST TRANSIT
Public safety and on time operation of local city and regional bus routes. Major Responsibilities: 1) Drives one of several different coach/buses or company non-revenue vehicles in a safe, courteous, and reliable manner throughout the contracted service area within a daily assigned time schedule. 2) Maintains a strong attendance record. 3) Performs pre/post trip vehicle inspections as required. 4) Possess a functi...
Avg. Salary: $30,000 · Company Rank: Not Available
QUALCARE HOME HEALTH SERICES INC.
Hire staff and build operation as per business plan, develope company brand, marketing and operating policies inline with state and federal guidelines. I was employed for two months at which point the company was closed due to for undisclosured reasons. Up to that point, I was charged with building the 1. companies culture and mission statement. 2. Creating a five year business plan without the owner’s input 3. Creat...
Avg. Salary: $30,000 · Company Rank: Not Available
APIRE HOME HEALTH CARE INC
Direct marketing of hositals and other agencies for new patients. Aspire Home Healthcare is seeking an outstanding sales professional with the ability to deliver the Aspire message throughout the medical community and to patients/families. Candidates must have previous experience selling directly to physicians and must be able to demonstrate a proven ability to increase revenue. Responsibilities include managing an assig...
Avg. Salary: $30,000 · Company Rank: Not Available
PARKWOOD MEADOWS ASSISTED LIVING OF IDAHO FALLS
Direct marketing for new residents. SUMMARY Greets prospective clients, provides tours and information, and undertakes marketing activities. Welcomes and promotes a positive image to residents, families, and guests to the community. The essential function of the Community Relations Director is to increase community census. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. 1....
Avg. Salary: $30,000 · Company Rank: Not Available
