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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in generating leads and building relationships within the financial services sector, utilizing tools like Salesforce and ZoomInfo to drive sales success. Proficient in assessing client needs and recommending tailored solutions, with a strong focus on communication and problem-solving skills.
Highest-signal resume keywords
Salesforce ProficiencyLead GenerationFinancial Services ExperienceCommunication SkillsProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead GenerationSales StrategiesFinancial Data SolutionsProduct DemonstrationsPipeline Management
Soft Skills
Interpersonal AbilitiesCreative Problem-SolvingSelf-Driven Attitude
Tools & Technologies
SalesforceZoomInfoNavigator
Certifications & Qualifications
Bachelor’s Degree in Finance
Industry Keywords
Financial ServicesSalesFactSetCold CallingEmail Strategies
About the role
Key responsibilities & impact- Use Salesforce, ZoomInfo, Navigator, outbound cold calling, and email strategies to create new sales opportunities
- Pursue new business opportunities by generating leads, building relationships with prospects, and identifying new sales channels
- Provide information to prospects, assess their needs, and recommend suitable FactSet solutions
- Maintain a pipeline of interested prospects and collaborate with sales representatives on next steps
- Facilitate product demonstrations, manage trial periods, and secure new business deals
- Research leads, start new relationships, and showcase FactSet’s financial data and analytics solutions
Requirements
What you’ll need- Bachelor’s degree in Finance or an equivalent qualification
- Over 3 years of experience in the financial services sector, with at least half in sales, including selling multiple solutions
- Excellent communication and interpersonal abilities
- Demonstrated creative problem-solving skills
- Strong technological proficiency
- High energy levels and a self-driven attitude to succeed within a sales-driven environment
- Familiarity with FactSet or its competitors is an asset
Benefits
Comp & perks- Health, life, and disability insurance
- Retirement savings plans
- Discounted employee stock purchase program
- Paid time off for holidays
- Family leave
- Companywide wellness days
- Flexible work accommodations
- Volunteerism, sustainability, and inclusivity community
- Career progression plans
- Dedicated time each month for learning and development
- Employee-led Business Resource Groups supported by Executive Management