Question: This activity is important because you will be more successful in the job application process when you carefully analyze job postings. The goal of this
This activity is important because you will be more successful in the job application process when you carefully analyze job postings.
The goal of this activity is to demonstrate your understanding of effectively conducting a job search.
Read the case and answer the questions that follow.
Haniz was seeking a new role in financial services. She wanted a role in a larger financial institution with more room for growth and promotion. She found the following job posting:
POSITION: Commercial Sales Associate, Financial Services
DESCRIPTION: Based in New York, Los Angeles, or Chicago, the commercial sales associate supports the Financial Services FS team. This role involves identifying and prioritizing new business opportunities; initiating, developing, and maintaining issuer and intermediary relationships; and tracking opportunities in our customer relationship management CRM software platform.
This person will collaborate closely with all members of the FS commercial team to achieve regional revenue targets.
RESPONSIBILITIES:
Collection and analysis of market data to prioritize sales opportunities.
Strategic analysis and segmentation of regional markets to identify new business opportunities across all sectors
Marketing by phone, email, and social media to prospect issuers and clients.
Setting up facetoface marketing meetings for the FS team with relevant issuers.
Engaging and managing relationships with existing clients.
Attending meetings alongside the sales team to pitch products and services and to learn best practices in managing meetings.
Effectively coordinating within the organization to ensure we execute new business in an efficient and timely manner.
Identifying market trends to assist in decision making regarding new marketing material, new product development, and pricing strategies.
Using knowledge gathered from marketing activities to provide input for regional event planning and marketing campaigns.
QUALIFICATIONS:
Fouryear degree with a finance andor marketing focus is required. An advanced degree MBA or equivalent is helpful.
A minimum of two years of experience in a brokerage or financial services support role.
Highenergy level, a cando attitude, and takes initiative.
Strong written and verbal communication.
Exceptional teamwork skills and the ability to be a dynamic member of the team.
A track record of success working with customers and clients.
Good judgment and discretion working with highly confidential information.
Superior multitasking and organizational skills.
Quickly gain broad knowledge of clients and their needs.
Outstanding analytical skills, organizational skills, and attention to detail.
Excellent computer skills: MS Office: Word, Excel, PowerPoint; email and social media; experience working with CRM software such as Salesforce.
Ability to navigate the politics of large external organizations to determine where decision making occurs and how to best initiate and develop a broadbased relationship.
Ability to interact credibly and confidently with clients at the highest levels including seniorlevel executives eg CEOCFO as well as across a variety of departments including finance, accounting, and purchasing.
COMPENSATIONBENEFITS INFORMATION:
Salary range for this position is $ to $ plus performancebased incentives.
Based on the job posting, which of the following is most likely the most soughtafter skill set?
Multiple Choice
leadership
finance skills
supply chain management
relationship management
computer skills
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