Sales Internship – Summer 2027

Horizon Investments, LLC.; Charlotte, Northern (NC, KY); Hybrid; USD 2,066,000 - 3,031,000; Full time

Job summary

Horizon Investments, LLC. is seeking a Summer Intern to join the Distribution team in Charlotte, NC, gaining hands-on experience in sales, strategic relationships, and cross-functional exposure to Technology, Investment Management, Consulting, Marketing, Data, and Compliance.

The internship aims to prepare the candidate for a full-time offer upon graduation, with responsibilities including learning consultative sales techniques, supporting regional directors, and developing a capstone project

Qualifications

• Candidates will learn consultative sales techniques.
• Exposure to CRM and data gathering processes.
• Develop presentation skills through capstone projects.
• Gain understanding of distribution and strategic relationships in asset management.

Responsibilities

• Learn and apply consultative sales techniques.
• Support Internal Sales and Regional Directors in client engagement.
• Call shadow and take notes during client sales presentations.
• Assist Strategic Relationships with conference data collection and follow up.
• Deliver a final presentation to Sales on Goals Based Investment Management.
• Complete a mock territory business plan as if you are the Advisory Specialist responsible for the territory.

Skills

Consultative sales

CRM usage

Data gathering

Presentation skills

Job description

The Horizon Investments Distribution Summer Intern position will provide experience in the primary distribution functions of a growing goals-based investment manager including Sales and Strategic Relationships. This position would also provide an introduction to other departments at Horizon including Technology, Investment Management, Consulting, Marketing, Data, and Compliance. This role will provide the successful candidate with hands-on experience in the different functions of an award-winning asset management firm. The goal of the internship is a full-time job offer upon graduation.

The intern will work within the Sales team that engages with financial advisors to distribute investment solutions which can be used inside of a financial plan. You will learn the various stages of the consultative sales cycle, including creating awareness, facilitating onboarding, and retaining customers. This will also include an introduction to how Horizon strategies are positioned to financial advisors and the necessary education for advisors beginning to incorporate a goals-based framework. Upon the conclusion of their internship, the intern will be required to complete two capstone projects, a sales presentation and a mock business plan.

This position will also spend time with the Strategic Relationships team to observe and learn the importance of the distribution relationships at the key account level and what all is necessary to maintain strong partnerships with these firms. As a part of this rotation the intern will support the Head of Strategic Relationships and Strategic Relationships Manager in campaign organization, gathering data for conference and event follow up, and driving process through utilization of the CRM.

Intern Duties and Responsibilities

• Learn and apply consultative sales techniques
• Support Internal Sales and Regional Directors in client engagement
• Call shadow and take notes during client sales presentations
• Assist Strategic Relationships with conference data collection and follow up
• Deliver a final presentation to Sales on Goals Based Investment Management
• Complete a mock territory business plan as if you are the Advisory Specialist responsible for the territory