Sales Desk Intern - Western & Southern Financial Group Distributors (Summer)

Overview:

Generates and delivers a "final" PowerPoint presentation to senior management at the end of the internship period.

Responsibilities:

What you will do:

• Projects: • Contact Management System
• CRM Clean-Up:
• Representative harvesting
• CRD Information, Phone #, Email Address.
• Representative merging.
• Impact: Data integrity is an important part of W&SFGD, as it supports our campaign functionality, servicing and prospecting financial advisors to continue to grow our business.
• Rep Assignments
• Campaign & Tracking:
• Impact: Placing representatives into specific groups based on portfolios purchased, post W&SFGD sponsored events and other activities allows us to campaign to those groups in a very specific way through email, phone calls and approach to gather meetings.

• Impact Wholesaling:
• Impact: Looking at the efficiencies and inefficiencies of a wholesaling team on engagement with a set of financial advisors before a large set of trades are made.

• New Contact Management System (CRM) Impact: A part of the testing team for CRM enhancements to check for bugs and errors.

• Channel Projects: • Impact: Looking at competitive data, administration system assignments/clean-up and updating spreadsheets for internal use only.
• Learning Initiatives:
• Product training.
• Proper profiling of advisors and positioning of products and services.
• Shadowing internal wholesaler.
• Performs other duties as assigned by management.
• Performs other duties as assigned
• Complies with all policies and standards

Qualifications:

• Entering senior year of bachelor's degree. (Preferred)
• Experience in use of word processing, spreadsheet, query and reporting tools such as Microsoft Access and/or Crystal Reports. (Required)
• Proven strong organizational skills.
• Demonstrated computer skills in Microsoft Word & Excel.
• Proven ability to work independently and a self starter.
• Demonstrated ability to handle multiple deadlines and prioritize projects.

Work Setting/Position Demands:

• Works in an office setting that frequently requires being in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.Performs frequent movement of wrists, hands and fingers for continuous computer work.Flexible, part-time to full-time position depending on department workload and candidate availability.Regular weekly schedule required.

Travel Requirements:

• None