Financial Services Representative
3 weeks ago
Northern Trust Corp., a leading global financial institution, has been a trusted partner for over 130 years, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.
We are committed to our enduring principles of service, expertise, and integrity, which have enabled us to build long-lasting relationships with our clients and partners.
Key Responsibilities:- Conduct thorough research on prospect profiles and collaborate with sales managers on key deals to drive business growth.
- Support the RFP and sales teams in gathering accurate, timely, and quality information from the business and reviewing drafts to ensure the RFP is tailored to prospects' needs.
- Prepare, coordinate, and support all aspects of sales presentations and due diligence visits, including presentation booklets, sales materials, briefing memos, and sessions.
- Maintain accurate and up-to-date sales and prospect databases.
- Represent Northern Trust Corp. alongside sales teams at conferences and events as required.
- Assist sales teams in preparing and running conferences, working closely with events managers.
- Produce regular and ad-hoc sales reports, including prospect and sales snapshots, to inform business decisions.
- Analyze prospect data to identify target markets, differentiators, and product gaps, providing valuable insights to the sales team.
- Utilize knowledge of financial products and services, as well as basic sales concepts, to support the sales process.
- Knowledge of financial products and services, typically obtained through related work experience or formal education.
- Ability to utilize a personal computer to develop sales tools and reports.
Northern Trust Corp. is committed to creating a diverse and inclusive work environment, where employees can grow and develop their careers. We offer a range of benefits, including flexible working arrangements, professional development opportunities, and a commitment to community involvement.
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