Sales Intern

Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. 

The Job/What You’ll Do:

If you're looking for a place to expand upon your budding skills, AssetMark offers you the opportunity to delve into a variety of work and interact with numerous departments within the organization. If you have a passion for learning and are serious about growing your skill set, let AssetMark be the bridge to your future! We look for you to bring initiative, resourcefulness and the ability to make sound decisions while you balance vital responsibilities with grace. Your desire for a fast-paced and exciting environment will be realized in this internship opportunity with a company that is dedicated to the personal and professional development of its valued employees. 

This internship opportunity will focus on assisting the internal sales team by creating advisor-facing reports, managing campaigns and reporting, providing pre- and post-advisor event support, and working directly with the advisor on very specific tasks. This position may also be called upon to support Salesforce.com projects and limited office administration duties. This role represents an exciting opportunity for a candidate who wants to be exposed to a world-class sales organization, be challenged to think creatively and to create processes and infrastructure that will support and streamline the sales process.

Responsibilities:

• 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 (this may incorporate other projects such as the premier business builder program and other Sales initiatives)
• Provide general administrative support to the team as directed
• Make calls to prospective financial advisors to confirm data and/or invite them to events
• Present on project outcomes and learnings at the end of the internship

Knowledge, Skills, and Abilities:

• Intermediate-Advanced knowledge of Microsoft Office® (Word, Excel, PowerPoint, Outlook)
• Excellent written communication and 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

Education & Experience:

• Pursuing a Bachelor’s or Master’s degree in Business, Management, Finance, or a related field; will consider recent graduates
• Preferred minimum GPA of 3.0 on a 4.0 scale

Internship Details:
Hourly wage: $17.00 per hour
Internship Duration: June 9th – August 15th

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.