Sales Intern

Job Description: 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.

Position Summary

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 Advisor 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 that wants to be exposed to a world class sale organization, be challenged to think creatively and to create process 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 sales process
• Gain insights into how to successfully collaborate within a cross-functional organization
• Increase knowledge of working within CRM and business system & technology

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 to events

Requirements:

• Pursuing a Bachelor’s or Master’s degree in Business, Management, Finance, or related field; will consider recent graduates
• Preferred minimum GPA of 3.0 on a 4.0 scale
• 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

Internship Details

Hourly wage: $15.00 per hour