Global Client Group Analyst – Insurance & Sales

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Dimensional Fund Advisors seeks a motivated Analyst for the Global Client Group (GCG) within the Financial Institutions Group (FIG). You will learn investment solutions, engage in consultative sales activities, and gain familiarity with insurance products and distribution strategies.

You will develop client relationships, perform outbound calls, and support regional directors while leveraging analytics and reporting tools.

Qualifications

• Bachelor's degree with a 3.0 GPA or higher.
• 1–2 years of experience in the Financial Services Industry (including internships).
• Background in financial services; insurance industry background a plus.

Responsibilities

• Make proactive outbound sales calls to existing and prospective clients.
• Build strong relationships with partner firms’ internal wholesalers.
• Learn and leverage Dimensional’s tools and reporting.
• Manage territory contacts and sales activity in CRM.
• Produce standard and bespoke presentation materials for clients.
• Occasional travel may be required.
• Support marketing with fund-related content and reporting.

Skills

Communication skills

Team collaboration

Excel proficiency

Self-starter

SIE license

Series licenses

Education

Bachelor's degree

Tools

CRM systems

Reporting tools

Job description

Dimensional Fund Advisors seeks a motivated Analyst for the Global Client Group (GCG) within the Financial Institutions Group (FIG). You will learn investment solutions, engage in consultative sales activities, and gain familiarity with insurance products and distribution strategies.

You will develop client relationships, perform outbound calls, and support regional directors while leveraging analytics and reporting tools.