Financial Services Sales Agent Career Research and Resources
JPM Securities
Fixed Income specialist focusing on U.S Dollar rate products covering Central Banks, Bank Portfolios, and U. S Based Asset Managers.
Avg. Salary: $0 · Company Rank: Not Available
J.P. Morgan Chase
•Originate residential real estate loans; through managing the processing staff and coordinating with the underwriting team I am able to ensure timely closings, in turn keeping the costs of doing business down. •Initiate weekly meetings with each lending department (processing, underwriting, closing & funding) to go over all loans that myself and my bankers have in the pipeline. Through these calls we are able to proactiv...
Avg. Salary: $110,000 · Company Rank: Not Available
MetLfe
Provide outstanding service in support of more than 54 Defined Benefit Contribution Plans totaling $275 million in legacy assets. Partner with administrative and other support groups to ensure client satisfaction to complete wide range of services related to reporting, illustrations, death claims, fund reallocations, premium payments, and surrenders. Partner with outside stake holders to successfully bring key initiatives t...
Avg. Salary: $72,000 · Company Rank: Not Available
National Oilwell Varco
Senior Marketing Manager for fiberglass pipeline systems for the US Provided 60 powerpoint presentations to the top ten engineering firms that run the nation's infrastructure
Avg. Salary: $110,000 · Company Rank: Not Available
Law Office of James R. Marlen
Managed staff, in-house investment industry expert, junior attorneys. Formulated and executed legal strategy and tried over 100 individual, multi-party and class actions
Avg. Salary: $110,000 · Company Rank: Not Available
Merrill Lynch
Build and maintain retail and institutional clients. Provide financial planning, estate planning, asset allocation advise.
Avg. Salary: $110,000 · Company Rank: Not Available
Occidental Chemical
Manage and grow direct accounts, distributors and manufacturer's representatives Managed a territory that generated $8 million in sales
Avg. Salary: $110,000 · Company Rank: Not Available
D. Hilton Associates, Inc.
Specialized in nationwide recruitment of qualified candidates for executive level opportunities with credit unions with assets ranging from $20 million to over $10 billion Worked collaboratively in a team of 5 recruiters to successfully place 20 capable candidates in executive level positions with credit unions; independently placed 15 Responsible for identifying potential candidates by utilizing various sources like...
Avg. Salary: $50,000 · Company Rank: Not Available
Wells Fargo Bank
Texas certified notary public Received “Credit Champion” distinction for exceptional performance Designated “Business Champion” of the Alden Bridge branch location Exceeded company sales quota for each quarter by an average of 67% Leader in sales for bank tellers each quarter by at least 20 sales Branch sales figures tripled after my addition to the team Recognized by superiors and patrons for exemplary custom...
Avg. Salary: $50,000 · Company Rank: Not Available
JP Morgan Chase
Manager accountable for the overall production and profitability of a regional wholesale first mortgage prime production region, ensuring all functions and processes are aligned with company goals and objectives. Responsibilities include hiring, training, and development of a regional, multi-state sales and operations team. Conducted staff meetings, established production goals and policies and ensured high levels of cust...
Avg. Salary: $85,000 · Company Rank: Not Available
