Financial Services Sales Agent Career Research and Resources
Texas A&M University
Trained up to twenty individuals on how to properly officiate games. Managed two soccer fields, consisting of three officials on each. Planned and coordinated training procedures for officials. Observed officials to confirm compliance of training procedures.
Avg. Salary: $45,000 · Company Rank: Not Available
Red Lobster
Responsible for all purchases within cashier register. Constantly increasing guests check average by encouraging promotional items and wine options. Collected cash check-outs and tip stubs from all servers. Provided service for up to sixteen guests at bar top. Managed three tables of no more than six individuals. Delivered take-outs to guests for entire restaurant promptly. Inventoried liquor, beer, and wine, for ...
Avg. Salary: $45,000 · Company Rank: Not Available
Bankers Life and Casualty
Locate needs of clients, in order to provide the proper product. Continuously gain new clients by phoning, mailing, and door knocking. Follow up with clients, causing improved customer satisfaction with the product of purchase. Adapt to the different needs and desires of clients, thus gaining knowledge of what they require. Cross sell clients, allowing multiple purchases or higher valued options of the original product....
Avg. Salary: $45,000 · Company Rank: Not Available
Trajan Wealth Management and Insurance
Determine needs of clients by analyzing their current financial portfolio. Discuss, plan, and implement new strategies which enhance financial position of assets. Co-host seminar events allowing Trajan to gain new prospective clients. Maintain records of all procured clients, keeping up to date records with all transactions. Successfully train new agents on the implementation of a structured client analysis. Continuous edu...
Avg. Salary: $45,000 · Company Rank: Not Available
Merrill Lynch
BUILD A WEALTH MANAGEMENT PRACTICE BY ATTRACTING NEW CLIENTS AND THEIR INVESTABLE ASSETS TO THE FIRM. ONCE ACCOUNTS HAVE BEEN “ONBOARDED” IT IS MY RESPONSIBILITY TO PROVIDE CUSTOMIZED INVESTMENT SOLUTIONS ALIGNED WITH THE CLIENT'S FINANCIAL OBJECTIVES, TIME HORIZON AND RISK PARAMETERS. THIS PROCESS INVOLVES CREATION OF A CUSTOMIZED FINANCIAL PLAN FOR THE CLIENT AND IMPLEMENTATION OF APPROPRIATE MERRILL LYNCH INVESTME...
Avg. Salary: $100,000 · Company Rank: 4.0 out of 5
Regions Bank
Complete Sale, P&L, HR, Customer service, and Oprational responceability for assigned branches.
Avg. Salary: $58,650 · Company Rank: Not Available
CCM Investment Advisors
MY ROLE AND PRIMARY RESPONSIBILITY AT CCM WAS MARKETING/NEW BUSINESS DEVELOPMENT FOR THE FIRM AND ESTABLISHING NEW RELATIONSHIPS WITH “WIREHOUSE ' FIRMS SUCH AS MERRILL LYNCH, WELLS FARGO ADVISORS, UBS PAINE WEBBER , MORGAN STANLEY SMITH BARNEY AS WELL AS REGIONAL BROKERAGE FIRMS LOCATED IN THE SOUTHEAST. THE GOAL BEING TO GAIN ACCESS AND BECOME AN AVAILABLE CHOICE TO FINANCIAL ADVISORS AND THEIR CLIENTSIN THE “LARGE-CA...
Avg. Salary: $100,000 · Company Rank: 2.0 out of 5
Carolina Capital Management
As Founder and President of the firm, my responsibilities were all encompassing for all of the services offered. I was personally involved with each client from their introduction and "on-boarding" to the implementation of management of their assets and on-going monitoring of their portfolio's performance.
Avg. Salary: $100,000 · Company Rank: 5.0 out of 5
RITTENHOUSE FINANCIAL SERVICES
MY PREVIOUS BOSS WHO HAD FOUNDED RITTENHOUSE FINANCIAL SERVICES IN 1985 SOUGHT ME OUT AND ASKED ME TO JOIN THE FIRM.I BEGAN MY TENURE AT RITTENHOUSE AS AN ASSISTANT VICE PRESIDENT. IN THAT ROLE I WAS RESPONSIBLE FOR DEVELOPING NEW RELATIONSHIPS IN THE PHILADELPHIA AREA THAT COULD REFER NEW BUSINESS TO THE FIRM. MY PRESENTATIONS WERE MADE TO ESTATE PLANNING ATTORNEYS, TAX ATTORNEYS, AND ACCOUNTANTS AS WELL AS FINANCIAL ADVIS...
Avg. Salary: $100,000 · Company Rank: Not Available
RITTENHOUSE FINANCIAL SERVICES
DURING THIS PERIOD, MY RESPONSIBILITIES CONTINUED TO INCLUDE THE MANAGEMENT OF CLIENT ASSETS AND OVERALL CUSTOMER RELATIONSHIP MANAGEMENT DUTIES WHICH INCLUDED ALL COMMUNICATION, PORTFOLIO REVIEWS AND INTERRACTION WITH THEIR ATTORNEYS AND ACCOUNTANTS. I CONTINUED TO HAVE A DUAL ROLE AS A RELATIONSHIP/PORTFOLIO MANAGER IN THE PRIVATE CLIENT GROUP WHICH INCLUDED HIGH NET WORTH INDIVIDUALS AND SOME INSTITUTIONS SUCH AS CHARITI...
Avg. Salary: $100,000 · Company Rank: Not Available
