The board
- Hours
- Full time
- Where
- Phoenix
- Posted
- 3 days ago
The Inbound Sales Intern participant is considered to be an integral part of the Inside Sales Team and are provided with tasks that provide tremendous educational exposure. This position offers a great opportunity for someone looking to get started in the industry. The Inbound Sales Intern will assist all areas of the department on product distribution activities. In addition, gain a fundamental understanding of the financial services industry by working with numerous stakeholders of the organization. The environment is fast paced, dynamic, fun and engaging.
What you'd do
- Maintain CRM system activity for Inside Sales: Adding new advisors, updating advisor information, and scheduling activities.
- Order product materials for dissemination through our Harte Hanks account.
- Distribute literature orders to multiple financial branches
- Customized Seminar invites, postcards and document on Demands Books
- Territory specific mailings: ordering literature (either through Harte-Hanks or by the copy center) stuffing envelopes, and creating labels.
- Research stock market information such as group-tickers and update fund materials
- Learn about financial hypothetical illustrations and bind literature materials etc. for advisors to utilize during wholesaler meetings
- FINRA Broker checks to verify they are advisors per Compliance.
- Scheduling and set up for meetings, book conference rooms, organize video conferencing needs.
- Run call reports: sales desk and Inbound, on a daily and monthly basis.
What they want
- Proven attention to detail and strong organizational skills.
- Strong written and verbal communication.
- Ability to manage multiple tasks and projects effectively and efficiently.
- Working knowledge of computer based programs including MS Word and Excel.
- Starts
- 2026-10-01