Sales Desk Specialist Intern - SIG (Summer 2027)

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

What You Can Expect In This Role

Responsible for supporting internal sales efforts by assisting internal sales specialists with service related calls and emails that come in to the Sammons Retirement Solutions (SRS) sales desk. Work with internal wholesalers and managers as needed to promote and increase the sales of Sammons Retirement Solutions' products and accounts. Support the administrative functions of the sales desk where needed, including but not limited to, coordinate efforts and communication with sales teams (internal/external wholesalers) in respective territories based on the requirements established by SRS.Internship Information: Our Internship program is designed to give students experience with projects and performing tasks within their hired work area. You will be exposed to other areas within the organization by participating in development, culture and volunteer events. This paid internship is 8-10 weeks in length with the possibility of extending hours into the school year.Our internship program holds an 80/10/10 approach, meaning that 80% of your work time will involve performing tasks or working on projects within your hired work area. Another 10% of the time, you will be exposed to learning in other areas within your assigned division to get more corporate experience. Then, the final 10% will be spent in shared experiences across the organization, where you will get to really learn about our culture and work environment.

What You Can Expect In This Role

Responsible for supporting internal sales efforts by assisting internal sales specialists with service related calls and emails that come in to the Sammons Retirement Solutions (SRS) sales desk. Work with internal wholesalers and managers as needed to promote and increase the sales of Sammons Retirement Solutions' products and accounts. Support the administrative functions of the sales desk where needed, including but not limited to, coordinate efforts and communication with sales teams (internal/external wholesalers) in respective territories based on the requirements established by SRS.Internship Information: Our Internship program is designed to give students experience with projects and performing tasks within their hired work area. You will be exposed to other areas within the organization by participating in development, culture and volunteer events. This paid internship is 8-10 weeks in length with the possibility of extending hours into the school year.Our internship program holds an 80/10/10 approach, meaning that 80% of your work time will involve performing tasks or working on projects within your hired work area. Another 10% of the time, you will be exposed to learning in other areas within your assigned division to get more corporate experience. Then, the final 10% will be spent in shared experiences across the organization, where you will get to really learn about our culture and work environment.

What You'll Do In This Role

• Assist Sales Desk Specialist with requests from inbound calls and emails that come in and priority based on need.
• Effectively assist with illustration design, creation and packet creation, email/mail illustrations and order materials as needed.
• Learn all aspects of Sales Desk Specialist and Internal Wholesaler roles through daily interaction and shadowing current specialists and internal wholesalers.
• Navigate the organization for available resources to provide problem resolution assistance to financial advisers across the country.
• Develop and maintain a high level of knowledge on industry trends, competitive intelligence and investment strategy methods.
• Maintain a positive image of the company in work actions and interactions with other's serving as a representative of the organization.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Other duties as assigned.

What We're Looking For

• Individuals pursing their bachelor's degree in Business Administration, Finance, Marketing, Economics Preferred
• Strong communication skills, both verbal and written
• Strong Computer skills, including Microsoft word and excel

Other Requirements

• Criminal background check required.
• FINRA regulations require fingerprinting for this position. Management reserves the right to determine and approve incumbent suitability for this position.

Salary Range Information

USD $20.00 - USD $20.00 /Hr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.

What you can expect when you join Sammons Financial Group

• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work-life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work- together shaping our future shared success.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Additional Information

Sammons Financial Group Is An Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.

ADA

Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact [e-mail] or call 800-728-2987.

E-Verify

Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Policy for External Search Firms and Agencies

Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.