Analyst, Global Client Group (Financial Institutions Group)
Core
Analyst supporting consultative sales and client relationship management for large financial conglomerates within Dimensional's Financial Institutions Group.
Role type
Sales Analyst (Financial Institutions)
Builds
Client relationships and sales opportunities for Dimensional investment solutions
Domain
Financial Services / Insurance Distribution
Deliverable
client delivery
Required skills
outbound sales, relationship management, CRM tools, reporting, presentation creation, quantitative problem-solving
Preferred skills
insurance industry background, financial services experience
Technologies
CRM, Excel, Word
Responsibilities
Make proactive outbound sales calls to existing and prospective clients; Build strong relationships with partner firms' internal wholesalers; Generate weekly, monthly, and quarterly reports for institutional clients; Produce standard and bespoke presentation materials; Manage territory contacts and sales activity metrics using CRM tools.
Seniority
Analyst, entry-level to junior IC