Sales Desk Intern: Support & Solutions for Financial Advisors

Sammons Financial Group Companies; West Des Moines (IA); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

HSA & FSA options

Term life insurance

ESOP

401(k) enrollment

Fridays off

Paid time off

Holidays

Tuition reimbursement

Professional development

Volunteer time off

Corporate matching gifts

Job summary

Sammons Financial Group Companies is seeking a motivated intern to support the internal sales desk for Sammons Retirement Solutions. The role involves assisting with service requests, illustrating designs, and coordinating materials while learning from internal wholesalers and managers across territories.

The internship spans 8–10 weeks with potential extension, featuring an 80/10/10 learning approach and opportunities to gain corporate experience and culture exposure.

Qualifications

• Pursuing bachelor's degree in Business Administration, Finance, Marketing or Economics (preferred).
• Strong written and verbal communication skills.

Responsibilities

• Assist Sales Desk Specialist with inbound requests prioritized by need.
• Create and manage illustrations and packets; handle email/mail illustrations and orders.
• Shadow internal wholesalers to learn roles and daily duties.
• Navigate organization to access resources and resolve adviser questions nationwide.
• Develop knowledge of industry trends and investment strategy methods.
• Represent the company professionally to uphold a positive image.
• Adhere to attendance policy and perform other duties as assigned.

Skills

Communication skills

Microsoft Word

Microsoft Excel

Education

Bachelor's degree in Business Administration, Finance, Marketing, Economics

Job description

Sammons Financial Group Companies is seeking a motivated intern to support the internal sales desk for Sammons Retirement Solutions. The role involves assisting with service requests, illustrating designs, and coordinating materials while learning from internal wholesalers and managers across territories.

The internship spans 8–10 weeks with potential extension, featuring an 80/10/10 learning approach and opportunities to gain corporate experience and culture exposure.