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

Handles various projects, which could include analytical analysis, operations, marketing, client service, compliance, business development, investment research and/or operational/database management-related matters. Has access to Western & Southern Financial Group (W&SFG) senior management. Generates and delivers a "final" PowerPoint presentation to senior management at the end of the internship period.

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. On the other side, this allows us to track progress by the sales persons on contacts, meetings and other activities.
• 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. Finding trends by an external wholesaler and internal wholesaler on their activity, activity counts, types of activities and how often. • New Contact Management System (CRM) Impact: A part of the testing team for CRM enhancements to check for bugs and errors. This is typically a week-long testing period in which 2-3 hours are logged each day doing numerous activities in the CRM.
• 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

• 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