Analista de Informações Estratégicas na BAT em Santa Cruz do Sul, RS. Conduz análises estratégicas e desenvolve dashboards corporativos para decisões gerenciais.
About the role
- Entry level Distribution Analyst scheduling appointments for sales teams and supporting expense management in a financial services company.
Responsibilities
- 50-70% responsible for scheduling appointments (in-person/virtual) for our sales teams
- Proactive scheduling calls to existing clients and prospects
- 15-20% responsible for supporting designated sales teams with expense reports
- Process check requests for meeting reimbursement and charitable contributions
- 5-10% other tasks: Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings
- Update meeting notes capture and update in the CRM (Salesforce)
Requirements
- Bachelor's Degree Preferred
- No Experience Required; 2+ Years Preferred
- Excellent communication skills, both written and verbal
- Financial Services experience is preferred
- SIE, Series 7 and Series 66 optional and encouraged to be obtained within the first 6 months
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness and work life offerings
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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