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The graph below is a comparison of salary data for 10 jobs in Carrollton, Texas, as provided by the free SalaryExpert® Salary Report and Salary Calculator. If you are a professional who requires compensation survey data for your work please consult ERI Economic Research Institute's Salary Assessor.

Financial Representative:
Sells financial products and services and provides customer service in person, by telephone, or by mail. Manages territory marketing and sales activities to achieve sales goals within budgeted expenses and compliance with all company policies. Establishes, grows, manages, and expands... [+] More

Financial Representative:
Sells financial products and services and provides customer service in person, by telephone, or by mail. Manages territory marketing and sales activities to achieve sales goals within budgeted expenses and compliance with all company policies. Establishes, grows, manages, and expands relationships in designated geographic territory.

Prospects for new clients using phone calls, individual and group meetings, workshops, presentations, etc. Determines customer's financial services needs and communicate services and products that address these needs. Presents financial solutions for retirement, insurance, college planning, and investment. Performs transactional work for customers such as opening accounts, completing payroll deductions, and taking stop payment orders. Interviews customers to obtain personal and financial data and completes applications for credit card and other loans. Conducts existing client account reviews. Cross-sells products and services like mortgages, IRA's, auto loans, etc. Meets or exceeds individual monthly sales goals. Maintains files and supplies of promotional materials. Analyzes investment performance data. Prepares for future sales presentations. Develops, presents, and helps implement financial plans. Reports daily sales activities, territory growth progress, competitive intelligence, and improvement opportunities to internal sales specialist, Sales Managers, and other interested parties as appropriate. Keeps abreast of and communicates trends in competitive issues, product, and the market. (Source: eDOT Job Description) [-] Less

A renter's cost of living for someone making $97,182 in Carrollton, Texas is 99.5% of the US National Average. For more information, or to compare cost of living data between two cities, click here.

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Financial Services Representative, Financial Sales Representative, Personal Financial Representative, Sales Representative Financial, Financial Service Representative, Customer Service Representative Financial, Financial Customer Service Representative, New Accounts Representative Financial, Chief Financial Officer, Director of Financial Reporting, Financial Analysis Director, Patient Financial Services Director, Top Financial Reporting Executive, Financial Analysis Manager, Financial Reporting Manager, Financial-Decision Support Analyst, Financial Institution Manager, Financial Analysis Supervisor, Chartered Financial Analyst, Financial Analyst, Financial Analyst Accountant, Financial Aid Counselor, Financial Specialist

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