Financial Services Sales Agent Career Research and Resources
Title Access
Maintain current customer base while generating new business relationships.
Avg. Salary: $80,000 · Company Rank: Not Available
Independence Title/Guardian Equity Services
Maintained accountability for all aspects of account management, sales, marketing, and strategic planning.
Avg. Salary: $80,000 · Company Rank: Not Available
Real Estate Index/Chicago Title
My specialized expertise helped develop and implement strategic plans that achieved growth while overseeing a staff of 5 sales representatives.
Avg. Salary: $80,000 · Company Rank: Not Available
Self Employed
• Successfully manage $10 million trading book both long/short equities funded by Private Client and provide extensive analytical expertise for a variety of transactions through due diligence, and documentation review. Steered efforts toward conducting careful analysis of proposed trades using 3rd party research, then follow up with own thesis. Realize gains on monthly basis by gathering and analyzing market intelligence...
Avg. Salary: $125,000 · Company Rank: Not Available
BTIG LLC
Provided market updates, research, breaking news and shopped flow to the street. Initiated Mutual Fund and Hedge Fund accounts that currently did not trade with BTIG. Analyzed market conditions to determine appropriate trading strategy for client orders.
Avg. Salary: $125,000 · Company Rank: Not Available
Lighthouse Financial Group
Provided expert analysis of market conditions by gathering key data, analyzing trends, creating reports and offering comprehensive evaluations to meet client objectives. Collaborated with multiple hedge funds to determine and execute strategies and manage capital exposure when trading client orders.
Avg. Salary: $125,000 · Company Rank: Not Available
Bear Stearns
Traded and reported retail, block and not held equity OTC orders for Professional Traders, Correspondents and Bear Stearns Private Client Service representatives using Instinet, Redi Plus ECN, Brut ECN, and Bear Stearns’ market makers. Led a four man desk and supervised the training of new employees.
Avg. Salary: $125,000 · Company Rank: Not Available
HSBC Bank USA
HSBC serves more than 47 million customers through our four Global Businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. Their network covers 71 countries and territories in Europe, Asia, the Middle East and Africa, North America and Latin America.
Avg. Salary: $80,000 · Company Rank: Not Available
N.R.F. Funding Corp./Home Affordable Forensic Corp.
Our company prides itself on speed, honesty and excellent customer service. At N.R.F. Funding Corp we are relentless in achieving your goals and making your "DREAMS BECOME REALITY." Established in 1999, its founders have over 30 years of experience in the lending industry. N.R.F. Funding Corp is FHA approved, and familiar with all available Government Programs, licensed in New York, New Jersey and Florida. We have some of t...
Avg. Salary: $80,000 · Company Rank: Not Available
Wells Fargo Home Mortgage
Generated business and relationships via telephone only.
Avg. Salary: $80,000 · Company Rank: Not Available
