Sales Intern

AssetMark Financial Holdings•Chicago, IL

2d•$17•Hybrid

About The Position

If you're looking for a place to expand upon your budding skills, AssetMark offers you the opportunity to delve into a variety of work and interact with numerous departments within the organization. If you have a passion for learning and are serious about growing your skill set, let AssetMark be the bridge to your future! We look for you to bring initiative, resourcefulness, and the ability to make sound decisions while you balance vital responsibilities with grace. Your desire for a fast-paced and exciting environment will be realized in this internship opportunity with a company that is dedicated to the personal and professional development of its valued employees. The Job/What You’ll Do: This internship opportunity will focus on assisting the internal sales team by creating Advisor facing reports, campaign management and reporting, pre and post Advisor event support, and working directly with Advisors on very specific tasks. This position may also be called upon to support Salesforce.com projects and limited office administration duties. This role represents an exciting opportunity for a candidate who wants to be exposed to a world-class sales organization, be challenged to think creatively, and create processes and infrastructure that will support and streamline the sales process. Objectives: Gain work experience within a sales organization in a financial services-related field Learn to automate/institutionalize the sales process Gain insights into how to successfully collaborate within a cross-functional organization Increase knowledge of working within CRM and business systems & technology

Requirements

Intermediate-Advanced knowledge of Microsoft Office® (Word, Excel, PowerPoint, Outlook)
Excellent written communication; technical writing proficiency preferred
Comfortable managing and navigating through data and content
Ability to self-direct and manage time and priorities
Attention to detail
Ability to work independently and be a team player
A positive, team-oriented, can-do attitude
Pursuing a Bachelor’s or Master’s degree in Business, Management, Finance, or a related field, we will consider recent graduates
Candidates must be legally authorized to work in the US to be considered.
We are unable to provide visa sponsorship for this position.

Nice To Haves

Preferred minimum GPA of 3.0 on a 4.0 scale

Responsibilities

Campaign management, including prospect and client email, calling, and event campaigns
Working directly with Advisors in a limited capacity to answer questions and provide information
Gather, compile, and analyze data to identify, prioritize, and execute process improvement opportunities within the Sales Administration team
Provide general administrative support to the team as directed
Make calls to prospective financial advisors to confirm data and/or invite them to events