BOK Financialposted 3 days ago
Entry Level
Tulsa, OK
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The IW Marketing and Proposal Specialist assists in the development of new business by developing and preparing sales materials, and preparing responses to formal requests for proposals. The IW Sales Specialist also assists directly in the sales effort by identifying, researching, and profiling prospects; working with sales officer to develop sales strategies; provides sales tracking; prepares sales materials for sales calls and presentations; prepares competitive analysis for sales officers and clients.

Responsibilities

  • Develop and prepare sales materials and responses to formal requests for proposals.
  • Identify, research, and profile prospects.
  • Work with sales officer to develop sales strategies.
  • Provide sales tracking.
  • Prepare sales materials for sales calls and presentations.
  • Prepare competitive analysis for sales officers and clients.

Requirements

  • Bachelor's Degree in Marketing or Business.
  • 1-4 years in banking, investments, sales, or marketing; or 9-11 years of equivalent work related experience.
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