Financial Services Sales Agent Career Research and Resources

Brown Brothers Harriman

Sales & Sales Management - Financial Services Sales Agent - New York, NY

Recruited from college to participate in the Business Analyst Program. Rotated through various departments of the bank to gain a working knowledge of the firm as a whole. Calculate & process quarterly & monthly investment management fees for for all U.S. clients.

Avg. Salary: $127,500   ·    Company Rank: 4.0 out of 5

Wells Fargo

Sales & Sales Management - Financial Services Sales Agent - Haverford, PA

Responsible for developing and executing effective acquisition strategies to grow commercial accounts, loans, investment dollars. Also targeted development of business owner affluent household relationships.

Avg. Salary: $70,000   ·    Company Rank: Not Available

Wells Fargo NA, Wells Fargo Advisors

Sales & Sales Management - Financial Services Sales Agent - Haverofrd, PA

Responsible for developing and executing effective acquisition strategies to grow accounts, loans, mortgages, brokerage and investment dollars.

Avg. Salary: $70,000   ·    Company Rank: Not Available

Wachovia Bank NA, Wachovia Securities

Sales & Sales Management - Financial Services Sales Agent - Norristown, PA

Responsible for developing and executing effective acquisition strategies to grow accounts, loans, mortgages, brokerage and investment dollars.

Avg. Salary: $70,000   ·    Company Rank: Not Available

Eventions By Purple Haze

Sales & Sales Management - Financial Services Sales Agent - Bala Cynwyd, PA

Developed and successfully managed entrepreneurial venture from inception thru 30 years of various and dynamic phases, markets and product lines. Managed all phases of business with 30 employees. Area of expertise included; Sales, Marketing, Product Development and Management, Leadership, Teamwork, Training

Avg. Salary: $70,000   ·    Company Rank: Not Available

Atlantic Coast Bank

Sales & Sales Management - Financial Services Sales Agent - Jacksonville, FL

Responsible for the establishment and growth of mortgage lending division.

Avg. Salary: $150,000   ·    Company Rank: Not Available

PHH Mortgage Corporation

Sales & Sales Management - Financial Services Sales Agent - Mt. Laurel , NJ

Manage division P&L for the achievement of profitability targets. Manage, train, mentor, and expand sales team.

Avg. Salary: $150,000   ·    Company Rank: Not Available

Green Point Mortgage

Sales & Sales Management - Financial Services Sales Agent - N ovato, CA

Establish and grow production for the eastern region.

Avg. Salary: $150,000   ·    Company Rank: Not Available

Dun & Bradstreet

Sales & Sales Management - Financial Services Sales Agent - Davis, CA

Analyze and document customer’s business goals & initiatives associating these with various Risk Management, Sales & Marketing, IT and Procurement solutions. Responsibility for exceeding my target of two million dollars annual revenue. Establish an excellent working relationship with my customers. Lead various product Specialist and supporting team members to optimize customer’s experience. Create and present profession...

Avg. Salary: $120,000   ·    Company Rank: Not Available

SuperCuts

Sales & Sales Management - Financial Services Sales Agent - Austin, TX

Accountable for cash value within the register and store vault. Marketed sales events in order to increase profits during quarterly periods. Improved working conditions for all stylists within the store. Liable for hundreds of products and thousands of dollars after nightly tasks.

Avg. Salary: $45,000   ·    Company Rank: Not Available