This activity is important because you will be more successful in the job application process when you carefully analyze Using knowledge gathered from marketing activities to provide input for regional event planning and marketing

campaigns

QUALIFICATIONS:

A four$-$year degree with a finance and$/$or marketing focus required; advanced degree $($MBA or equivalent$)$ helpful

A minimum of two years of experience in a brokerage or financial services support role

High$-$energy level, a "can$-$do$"$ 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 multi$-$tasking and organizational skills

Ability to 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, Power Point; 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 broad$-$based relationships

Ability to interact credibly and confidently with clients at the highest levels including senior$-$level executives $($e$.$g$.,$

CEO$/$CFO$)$ as well as across a variety of departments including finance, accounting, and purchasing

COMPENSATION$/$BENEFITS INFORMATION:

Salary range for this position is $$61,500$ to $$95,000$ plus performance$-$based incentives.

Based on the job posting, which of the following is likely the most sought$-$after attribute? Multiple Choice

ambitious

patient

loyal

friendly

objective

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 is seeking a new role in financial services. She wants a role in a larger financial institution with more room for growth

and promotion. She finds 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:

Collecting and analyzing market data to prioritize sales opportunities

Performing 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 face$-$to$-$face 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