Sales Intern

Advocate Financial Life & Health Brokerage; Fort Wayne (IN); On-site; USD 19,000 - 25,000; Part time

Job summary

Advocate Financial Life & Health Brokerage is seeking a Sales Intern to support recruiting and business development. This hands-on role focuses on lead research, outreach support, CRM organization, and pipeline coordination within the insurance and financial services sector.

The position offers practical experience in sales development, relationship management, and professional communication, working closely with leadership and recruiting staff to support outreach initiatives and maintain

Qualifications

• Strong written and verbal communication skills.
• Organized with strong attention to detail.
• Comfortable learning new systems and technology.
• Coachable and eager to learn.
• Basic familiarity with CRM systems or sales tools is a plus.

Responsibilities

• Assist with outbound communication efforts through calls and emails.
• Support lead follow-up and appointment scheduling.
• Help maintain outreach campaigns and prospect tracking.
• Maintain accurate CRM records and activity notes.
• Organize pipeline stages and follow-up tasks.
• Assist with lead research and database management.
• Track outreach activity and performance metrics.
• Participate in team meetings and training sessions.
• Collaborate with leadership on recruiting initiatives.
• Contribute ideas to improve workflow efficiency and lead organization.
• Maintain professional and courteous communication standards.

Skills

Communication skills

Organizational skills

Attention to detail

Willingness to learn

Tools

CRM systems

Job description

The Sales Intern will support the recruiting and business development team through lead research, outreach support, CRM organization, and pipeline coordination. This internship is designed to provide hands‑on experience in sales development, relationship management, and professional communication within the insurance and financial services industry. This role works closely with leadership and recruiting staff to support outreach initiatives and maintain organized prospect pipelines.

Pay: $16 per hour

Schedule: 16-24 hours per week

Location: Fort Wayne, Indiana

Key Responsibilities

Outreach & Lead Support

• Assist with outbound communication efforts through calls and emails
• Support lead follow-up and appointment scheduling
• Help maintain outreach campaigns and prospect tracking
• Maintain accurate CRM records and activity notes
• Organize pipeline stages and follow-up tasks
• Assist with lead research and database management
• Track outreach activity and performance metrics
• Participate in team meetings and training sessions
• Collaborate with leadership on recruiting initiatives
• Contribute ideas to improve workflow efficiency and lead organization
• Maintain professional and courteous communication standards

Qualifications

Preferred Qualifications

• Strong written and verbal communication skills
• Organized with strong attention to detail
• Comfortable learning new systems and technology
• Coachable and eager to learn
• Basic familiarity with CRM systems or sales tools is a plus

Physical Demands

• Prolonged periods of sitting and computer use
• Frequent phone and virtual communication
• Occasional travel for meetings or events may be required

Equal Opportunity Employer

Advocate Financial is an equal opportunity employer and prohibits discrimination and harassment of any kind. Employment decisions are made without regard to race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic under applicable law.