Financial Services Sales Agent Career Research and Resources
Bank Of America
Avg. Salary: $65,000 · Company Rank: Not Available
Bank Of America
Avg. Salary: $65,000 · Company Rank: Not Available
MBNA America
Avg. Salary: $65,000 · Company Rank: Not Available
Enterprise Rent-A-Car
Avg. Salary: $65,000 · Company Rank: Not Available
Sterling Capital Management
Responsible for building and maintaining relationships with advisors and their clients to generate assets and revenue in the states of North Carolina, South Carolina and Georgia. Involves interacting with clients/prospects primarily through face-to-face visits, but also through conferences, seminars, client events and telephone calls. Be able to provide actionable insight and information on the markets to position oneself a...
Avg. Salary: $150,000 · Company Rank: Not Available
Sterling Capital Management
Achieve financial, quality and activity goals in territory Partnered with field-based sales force (typically 1:1 relationship) to provide substantive client interactions to build relationships, grow and retain assets, and ensure productivity of top clients. Assist financial advisors within an assigned territory in the area of portfolio construction and practice management. Develop communication and presentation skills to...
Avg. Salary: $150,000 · Company Rank: Not Available
Patrick Taylor/Northwestern Mutual
Manage client relationships, oversee the day-to-day office activities, create personal financial plans for each client, phoning to set appointments with clients and prospective clients, meet with clients and prospective clients, conduct one-on-one fact-finding appointments with prospective clients, conduct closing appointments with clients, develop and execute cross-selling plans for non-securities products, monitor daily s...
Avg. Salary: $50,000 · Company Rank: Not Available
Northwestern Mutual
Building a financial practice through prospecting with business owners, professionals, and friends. Marketing, phoning, running the day-to-day activity of the practice, risk management planning for business owners and individual families. Networking in the community to meet prospective clients, forecasting, goal planning, meeting with clients via face-to-face or conference calls. Opening accounts, setting appointments, etc.
Avg. Salary: $50,000 · Company Rank: Not Available
Family Church
Provide leadership to a team of 50 people, manage the logistical aspect of the Haitian-American satellite campus, motivational speaking weekly, to an audience of 30 to 100. Building teams, and delegate task to teams of volunteers and staff. Vision casting, main point person for the Haitian community at large.
Avg. Salary: $50,000 · Company Rank: Not Available
Palm Beach Atlantic University
Recruit students from around the country and specific international locations for the University. Tasked with recruiting 150 plus students per year. Travel around the country and the world to attend conferences and college fairs. Obtain prospect leads, follow up with them and their parents to present the University's value and culture to the prospective students. Met with students on a one-to-one basis to conduct advisi...
Avg. Salary: $50,000 · Company Rank: Not Available
