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Online Resumes with "Financial Services Sales Agent"
Insurance Sales Executive - Life Insurance Professional
To use my many years of life insurance experience to plan, protect, and provide for families and small businesses.
Intermediary Sales, Internal Wholesaler
I would like to find a home with a solid company in an intermediary financial sales position.
Tags for this Online Resume: Internal Wholesaler, Regional Director, Investment Specialist, Financial Advisor
I've NEVER played for a losing team.
Better utilize abilities, talents to furter succeed financially.
Financial Services Sales Agent
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
Financial Services Sales Agent
Tags for this Online Resume: Sales Representative, Outside Sales, Account Executive, Business Development Manager, Account Manager, Sales Executive
VP Business Development Financial Services
Obtain a position that allows me to use my extensive client management and customer service skills and to develop new business for a financial services company.
Mutual Funds Wholesaler, Business Development, Relationship Management 12yrs experience
I am currently interested, but not limited to, a position within sales or relationship management (External Wholesaler, Internal Sales Desk Manager, Key Accounts Manager etc). I am also open to other career paths with the exception of transitioning into a financial adviser.
Tags for this Online Resume: Wholesaler, Relationship Management, Business Development, Financial Services, Account Management, Marketing
Sales Management Professional
Sales Professional seeking growth oriented position. Management experience in Mortgage and Real Estate new home sales. Primarily retail sales oriented, very open to wholesale professional career.
Tags for this Online Resume: new home, catering, mortgage, reverse mortgage, experienced, professional
Financial Services Sales Agent
Ideal Companies: No preference
