Sales Associate responsible for delivering world class service while achieving sales goals at The Paper Store. Engage customers and maintain merchandising standards in a fast paced retail environment.
About the role
- Sales Intern at AssetMark assisting the internal sales team with reports and campaign management. Gaining financial services experience while supporting Salesforce.com projects and administrative duties.
Responsibilities
- This internship opportunity will focus on assisting the internal sales team by creating Advisor facing reports, campaign management and reporting, pre and post Advisor event support, and working directly with Advisors on very specific tasks
- This position may also be called upon to support Salesforce.com projects and limited office administration duties
- Gain work experience within a sales organization in a financial services-related field
- Learn to automate/institutionalize the sales process
- Gain insights into how to successfully collaborate within a cross-functional organization
- Increase knowledge of working within CRM and business systems & technology
- Campaign management, including prospect and client email, calling, and event campaigns
- Working directly with Advisors in a limited capacity to answer questions and provide information
- Gather, compile, and analyze data to identify, prioritize, and execute process improvement opportunities within the Sales Administration team
- Provide general administrative support to the team as directed
- Make calls to prospective financial advisors to confirm data and/or invite them to events
Requirements
- Pursuing a Bachelor’s or Master’s degree in Business, Management, Finance, or a related field, we will consider recent graduates
- Preferred minimum GPA of 3.0 on a 4.0 scale
- Intermediate-Advanced knowledge of Microsoft Office® (Word, Excel, PowerPoint, Outlook)
- Excellent written communication; technical writing proficiency preferred
- Comfortable managing and navigating through data and content
- Ability to self-direct and manage time and priorities
- Attention to detail
- Ability to work independently and be a team player
- A positive, team-oriented, can-do attitude
Benefits
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
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