Sales & Strategy Internship in Asset Management

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

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