Financial Services Sales Agent Career Research and Resources
Delaware Investments a Member of Macquarie Group
1.Improved territory relationships, by independently traveling in the DC metro territory to advance sales. 2. Proactively sold all Delaware fixed income and equity mutual funds and Separately Managed Accounts in Georgia, Virginia, DC and Maryland. 3. Developed and executed a business plan that involves sales generation and maintaining client relationships. 4. Employed daily presentation skills with existing clients, prospec...
Avg. Salary: $230,000 · Company Rank: Not Available
Morgan Stanley
1.Managed the selling of Morgan Stanley Institutional Liquidity Funds in the Southeast region. 2.Maintained a close relationship with both the New York MS Liquidity Sales Team and the MS Liquidity Portfolio Managers. 3.Traded all Morgan Stanley Institutional Liquidity Funds: MS Enhanced Cash, MS Inc. Funds, MS Trust Funds and MS Off-Shore Funds. 4.Performed daily analysis on MS Institutional Liquidity funds, through the pr...
Avg. Salary: $230,000 · Company Rank: Not Available
SEI Investments
Avg. Salary: $230,000 · Company Rank: Not Available
Banking
Responsible for bringing in new customers and business accounts to the bank. Looking for new products based on reviewing current customer files to ensure that customers are satisfied with products that I recommend. Secure personal loans as well as business loans. Assist with resolving customer issues with their various accounts.
Avg. Salary: $60,000 · Company Rank: Not Available
Keystone Vail Resorts
Reconcile 32 home owners accounts to ensure that they received their monthly revenue. Trained all front desk staff for proper procedures for recording sales and revenue.
Avg. Salary: $60,000 · Company Rank: Not Available
Hilton Hotels
Train Front Desk Staff, Bellman, Shuttle Drivers
Avg. Salary: $60,000 · Company Rank: Not Available
Guardian Life
Sales, customer accounts, and customer service
Avg. Salary: $67,500 · Company Rank: Not Available
Modern Woodmen of America
Sales, marketing, quality control, and customer service
Avg. Salary: $67,500 · Company Rank: Not Available
Indepent Order of Foresters
Sales, quality control, and customer service
Avg. Salary: $67,500 · Company Rank: Not Available
Bank One
Bank Operations at Branch Level
Avg. Salary: $67,500 · Company Rank: Not Available
