We’re a financial marketing and sales organization dedicated to helping independent financial advisors become household names in their communities. From branding and practice management to radio and digital marketing, our goal is to serve them well so they can serve American retirees well. At Impact Partnership Wealth, we look for teammates who exemplify our company values: Positivity, Excellence, Grit, Get it done mindset, Invested and Coachable.
Position Highlights
As a Sales Support Intern, you will spend time getting familiar with insurance new business processing and the intricacies of back-office functions of an internal marketing organization. You will learn to complete the daily tasks of a fast-paced operations department and gain knowledge of the financial services industry while doing so. Intern hours will not exceed 30 hours a week.
Principle Duties & Responsibilities
Duties include but are not limited to:
- Running Morningstar reports, advisor support, and case design to ensure accuracy of data
- Update advisor contracts to reflect current status.
- Complete daily tasks as assigned.
- Data Entry into the CRM system.
- Assist with internal projects as needed.
Desired Skills and Experience
- Self-motivated with ability to work independently.
- Strong attention to detail with ability to meet deadlines.
- Proficient in Microsoft Office Tools required, skilled in the use of a personal computer and specialized software.
- Excellent written and oral communication skills, strong follow through and sense of urgency, strong relationship building skills and problem-solving skills
- Handles multiple tasks easily and in an orderly fashion
- Demonstrates ownership of their work & the overall process
- Most importantly, positive attitude!
