5 дней назад
Summer 2027 Internal Sales Intern (June-August)
21 - 25$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Summer 2027 Internal Sales Intern (June-August) (Financial Services): Supporting inbound sales and product distribution activities for an asset manager with an accent on CRM maintenance, advisor materials, market research, and meeting coordination. Focus on organizing territory-specific mailings, verifying advisors through FINRA broker checks, preparing sales reports, and coordinating internal and advisor-facing activities.
Location: Boston, United States; hybrid schedule with 2 remote days and 3 on-site days
Hourly pay: $21.00-$25.00
Company
is an investment management firm focused on mutual funds, financial services, and long-term investment outcomes.
What you will do
- Maintain CRM activity for the Inside Sales team, including adding advisors, updating records, and scheduling activities.
- Order and distribute product literature, seminar materials, postcards, and other advisor resources.
- Coordinate territory-specific mailings, labeling, envelope preparation, and document fulfillment.
- Research stock market information, including group tickers, and update fund materials.
- Perform FINRA broker checks and prepare materials for wholesaler meetings.
- Schedule meetings, arrange conference rooms and video conferencing, and run daily and monthly sales call reports.
Requirements
- Strong attention to detail and organizational skills.
- Strong written and verbal communication.
- Ability to manage multiple tasks and projects efficiently.
- Working knowledge of Microsoft Word and Excel.
- Must be authorized to work in the United States.
- Open to rising seniors graduating in 2028.
Culture & Benefits
- 10-12-week summer internship running from June 9, 2027, through August 13, 2027.
- Internship activities include new-hire orientation, senior leadership speakers, social and networking events, and presentation challenges.
- Students gain exposure to investing, the mutual fund industry, employee engagement, and sales at an asset manager.
- Hybrid work environment with two remote days and three on-site days.
- Paid hourly internship with a collaborative and learning-focused work environment.
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