Western & Southern Financial Group Distributors Sales Desk Intern (Summer 2027)

Western & Southern Financial Group • Cincinnati, OH

8d • Onsite

About The Position

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.

Requirements

• Experience in use of word processing, spreadsheet, query and reporting tools such as Microsoft Access and/or Crystal Reports.
• 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.

Nice To Haves

• Entering senior year of bachelor's degree.

Responsibilities

• Contact Management System - CRM Clean-Up: Representative harvesting - CRD Information, Phone #, Email Address. Representative merging.
• Rep Assignments - Campaign & Tracking: 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: 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: 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed