2027 Summer Intern - Internal Sales Desk

The Hartford • Wayne, PA

2d • $20 - $25

About The Position

The 2027 Summer Intern - Internal Sales Desk position provides exposure to inside sales, sales support, and the investment consulting group. The intern will use CRM systems for projects, develop customer lists, prepare competitive analysis, analyze territories, gather business intelligence, and support sales campaigns and customer requests. The role also offers opportunities to gain industry and organizational knowledge through daily business interactions and assigned work.

Requirements

• Proficiency in Microsoft Excel.
• Ability to multitask and handle several projects simultaneously.
• Comfort with phone conversations and presentation skills.
• Ability to adapt to a fast-paced environment.

Nice To Haves

• Experience with Microsoft Word and Outlook.
• Interest in capital markets or financial planning; preferred but not required.

Responsibilities

• Use CRM extensively for various projects.
• Build focus customer lists and run competitive analysis reports using Morningstar and CRM.
• Conduct territory analysis and gather business intelligence.
• Create and execute sales campaigns aligned with firm initiatives.
• Execute customer orders and handle other requests.
• Assist in inside sales, sales support, and the investment consulting group.
• Gain industry and organizational knowledge through daily business interactions and job assignments.

What This Job Offers

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