Financial Sales Manager II Salary in Worcester, MA

Financial Products Licensed Sales Representative II - Average Salary $58,000

The Financial Products Licensed Sales Representative II assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative II requires series 6 and 63 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative II may require a bachelor's degree or its equivalent. Typically reports to a manager or head of a unit/department. Working as a Financial Products Licensed Sales Representative II typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work.

Sales Representative II - Licensed - Average Salary $57,997

Sales Representative II - Licensed conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Being a Sales Representative II - Licensed maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. Additionally, Sales Representative II - Licensed may require a bachelor's degree. Completion of the FINRA Series 6 Investment Company Products/Variable Contract Limited Representative qualification exam and any required state licensing is required. Also requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Typically reports to a supervisor or manager. The Sales Representative II - Licensed occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Sales Representative II - Licensed typically requires 2 -4 years of related experience.

Financial Sales Manager - Average Salary $142,103

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Financial Analyst II - Average Salary $83,325

Financial Analyst II analyzes and interprets financial data to advise and support strategic decision-making and achieve business objectives. Ensures all financial reporting, operations, and transactions maintain compliance with organizational and regulatory financial policies, standards, and controls. Being a Financial Analyst II utilizes financial modeling and analytical tools to measure and forecast the impact of various economic scenarios, risks, and business changes. Tracks variances between financial projections and actual results to identify and troubleshoot differences and recommend adjustments or improvements. Additionally, Financial Analyst II prepares balance sheets, income statements, cash flow analyses, and other financial reports to assess company performance and financial health. Requires a bachelor's degree. Typically reports to a manager. The Financial Analyst II occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Financial Analyst II typically requires 2-4 years of related experience.

Financial Planning Analyst II - Average Salary $85,492

Financial Planning Analyst II performs research and analysis to evaluate and forecast business performance and plan investment, budgeting, and financial strategies. Calculates and interprets financial metrics to track and evaluate a company's financial health and performance. Being a Financial Planning Analyst II develops financial modeling and analysis reports to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. Evaluates and monitors economic conditions, market trends, and risk factors to assess investment opportunities and recommend capital allocation strategies. Additionally, Financial Planning Analyst II utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Requires a bachelor's degree. Typically reports to a manager. The Financial Planning Analyst II occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Financial Planning Analyst II typically requires 2-4 years of related experience.