Analyst, Global Client Group (Financial Institutions Group)
Core
Analyst supporting consultative sales and client relationship management for large financial conglomerates within the insurance distribution channel.
Role type
Junior sales analyst (financial institutions)
Builds
Client relationships, sales opportunities, and institutional client reporting
Domain
Financial Services / Insurance Distribution
Deliverable
client delivery
Required skills
outbound sales, relationship management, CRM usage, report generation, presentation creation, quantitative problem-solving
Preferred skills
insurance industry background, financial services experience
Technologies
CRM tools, Excel, Word
Responsibilities
Make proactive outbound sales calls to existing and prospective clients; Build strong relationships with partner firms' internal wholesalers; Generate standard and custom weekly, monthly and quarterly reports; Produce standard and bespoke presentation materials; Support Regional Directors in day-to-day client relationship management and sales/prospecting
Seniority
Junior, entry-level IC
