Bloomberg

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Last updated 11:37 AM on 3/13/26
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33 Terms

1
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Bloomberg values

Inclusion, Philanthropy, Technology, Sustainability

2
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Why do you want to work at Bloomberg?

I read somewhere that Bloomberg is the, “equalizer in the financial markets through information” that tells me that Bloomberg isn’t one of the players, they are the ones refereeing the game. Thats a market perspective I find very interesting. Also, I feel like that’s a very important area where there should be an equalizer. Also, something Kennedy repeated to me is that the growth at Bloomberg is linear, and that’s very important to me.

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Why do you want to work in financial markets?

Fast paced market, rapid career progression

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Tell me about yourself

What are you doing now? I’m a Howard University alumna working as a sales development representative at TEKsystems, it’s a IT service and staffing company. My vertical is healthcare providers and I focus on core applications, data analytics and, IT solutions. What have you done before? Gallo What would you like to do in the future? own a territory at Bloomberg and make my name as a sales leader. Extracurricular activities? dance, art and, volunteer Three areas of expertise that relates to the role? Consultative selling, identifying pain points and, building relationships.

5
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Tell me something you found difficult in a previous project

TEKsystems value messaging and differentiating factor

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What are your strengths?

Pick three from the job description and match it to your experience

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What is Bloomberg?

Bloomberg is a financial technology, data, and media company that provides real-time financial data, analytics, and news to professionals.

It was founded in 1981 by Michael Bloomberg, former mayor of New York City.

Their mission is essentially to help financial professionals make better decisions using data and technology.

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Whats a process you made more efficient?

Outreach

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What sets you apart from other candidates?

My diverse experience, ability to put on different hats, and my background.

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Who are Bloombergs competitors

Thomson Reuters or Refinitiv

FactSet

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Tell me about your experience in finance?

N/A

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What are your weaknesses?

Industry transition from Alcohol to IT services to Bloomberg

I haven’t directly worked in financial markets

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What sets you apart from other candidates?

My diversity in experience

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Apart from the Bloomberg terminal, what other products/services does Bloomberg sell to generate revenue?

Bloomberg sells large financial datasets and analytics tools that companies integrate into their own systems.

Bloomberg Law

  • legal research, litigation analytics, and regulatory information for lawyers and law firms.

Bloomberg Tax

  • Bloomberg Tax offers tax research, compliance tools, and analysis for tax professionals and accountants.

Government Intelligence

  • provides policy, legislative, and regulatory tracking for government affairs teams and lobbyists.

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Bloomberg Terminal main functions

$25,000

Real-time, live market data

Global financial news

Trading Tools: analyze securities, build models, and read news all in one platform

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What motivated you to pursue a career in sales?

at first didn’t want a career in sales

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What excites you about this Sales Associate role?

the opportunity to connect with leaders of interesting verticals, long-term growth and, selling iconic solutions.

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What was your quota in your current/previous role?

Gallo $30,000 - $50,000

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Can you share a success story where you exceeded expectations?

Wycliff win at GALLO

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What metrics did you track daily or weekly?

Outreach number, quota goals on Power BI

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What strategies helped you book meetings or generate pipeline?

Credibility, humanized messaging

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How do you research and identify good prospects?

Research the company and find out what projects they have happening.

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What is your approach to cold outreach?

Personalization, credibility

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How do you handle rejection when prospecting?

Keeping a positive mindset is whats most important to me. The trainer at GALLO would always say, “every no is closer to a yes”

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How do you keep prospects engaged until a meeting happens?

I like to send relevant case studies, articles, or readings that are relevant to them. Also, I send agendas ahead of time.

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How do you personalize outreach to decision-makers?

I personalize through research. This way I can get a better idea of who they area and mirror the messaging in a way that resonates with them.

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Why are you interested in this role?

Through my research on LinkedIn and from speaking with Kennedy, Bloomberg is a place where the intersection of support and accountability meets. Also, I have a very strong growth mindset and I want to be somewhere where that is supported in a linear fashion.

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Where do you see your career in 3–5 years?

I see myself as a senior sales associate, and owning my own territory.

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How would you sell the Bloomberg Terminal to a potential client?

Step 1: Understand the client’s workflow

Step 2: Identify their pain points

  • slow data access

  • fragmented tools

  • lack of market insights

Step 3: Position Bloomberg as the solution

  • speed of data

  • integrated analytics

  • industry-leading information

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How do you stay informed about financial markets?

  • Morning Brew

  • Bloomberg News

  • Financial Times

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Sarah Wheaton - Business Development Strategy Manager QUESTIONS

What are some trends you are seeing in financial markets that are affecting the way sellers conduct business?

What are some ways you see new generation sellers disrupting traditional outreach methods?

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Kelsey Hahn - Manages Law SAs QUESTIONS

How do early-career sales associates leverage data to become successful in their role?

I noticed that you coached 120 swim team members once upon a time, and now you are investing your time coaching sellers. How do you successfully manage a large amount of sellers to step into a pipeline of success?

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Rebecca Dumke - Director of Business Development and Strategy at Bloomberg Industry Group

132% to quota (First year in the field)  in 2018. If you think back to that time and the kind of person you were, what were some qualities that you leveraged to reach that goal?

What are some ways you keep the atmosphere competitive while also keeping it collaborative?

What are some ways you see sales development evolving in the next ten years or so with the further integration of AI and Generative Engine Optimization?

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