BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
1055-2

Job Type:
Temporary

Title:
Salesforce Consultant (1055-2)

Location:
Owings Mills, MD

Description:
DATES: Start ASAP
COMPENSATION: Hourly based on experience

SUMMARY/RESPONSIBILITIES:
Check with other business units for information on related prospects
Prep buyers for risk underwriting, monitor progress of underwriting and
advise sales team of results
Manage account assignments in Salesforce for the team
Manage sales pipeline report and submit to management team
Assist with new program implementations by collecting necessary information,
submitting tickets to operations desk, monitoring progress of policy setup
and advising sales and account management of progress and completion
Act as owner of the advisory solutions desk email inbox; respond to
internal/external client requests
Run 5 day Pending Requests Report on a weekly basis
Back up Account Managers that are travelling by responding to client
requests or routing to others
Assist with program renewals by submitting tickets to operations desk
Work with IT to get new team members set up with
accounts/phones/laptops/etc.
Monitor inbox and forward notices to appropriate sales and/or account
management members

Requirements:
Bachelor?s degree in Business Administration, Finance or relevant field
Prior Salesforce experience absolutely required
Strong proficiency in MS PowerPoint, Excel and Word
Must be able to handle dynamic/demanding yet rewarding position
Strong communication/time management/organizational skills
Team player with hands-on mentality/entrepreneurial spirit
Ability to pick up on new technologies


Category:
Sales and Marketing

Contact:
matt@bcius.com