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Sales Desk Internship - Summer 2019

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Date: Dec 9, 2018

Location: West Des Moines, IA, US, 50266

Company: Sammons Financial Group

Sammons Financial Group offer some of today’s most sought after life insurance, annuity, and retirement planning products. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.

 

Our Internship program is designed to give students experience with projects and performing tasks within their hired work area. You will be exposed to other areas within the organization by participating in development, culture and volunteer events. This paid internship is 8-10 weeks in length with the possibility of extending hours into the school year.

 

As a Sales Desk Intern you will be responsible for supporting internal sales efforts by assisting internal sales specialists with service related calls and emails that come in to the Sammons Retirement Solutions (SRS) sales desk.  Work with internal wholesalers and managers as needed to promote and increase the sales of Sammons Retirement Solutions’ products and accounts.  Support the administrative functions of the sales desk where needed, including but not limited to, coordinate efforts and communication with sales teams (internal/external wholesalers) in respective territories based on the requirements established by SRS.

  1. Assist Sales Desk Specialist with requests from inbound calls and emails in a timely manner with the ability to prioritize requests based on need.
  2. Effectively assist with illustration design, creation and packet creation, email/mail illustrations and order materials as needed.
  3. Learn all aspects of Sales Desk Specialist and Internal Wholesaler roles through daily interaction and shadowing current specialists and internal wholesalers.
  4. Navigate the organization for available resources to provide problem resolution assistance to financial advisers across the country.
  5. Develop and maintain a high level of knowledge on industry trends, competitive intelligence and investment strategy methods.
  6. Maintain a positive image of the company in work actions and interactions with other’s serving as a representative of the organization.

 

QUALIFICATIONS

  • Individuals pursing their bachelor’s degree in Business Administration, Finance, Marketing, Economics, are preferred
  • Strong communication skills, both verbal and written
  • Strong Computer skills, including Microsoft word and excel

 

 


Nearest Major Market: Des Moines

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