Institutional Sales & Service Associate role at Franklin Templeton focusing on client service and relationship management. Collaborating with sales and management teams to maintain institutional client relationships.
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
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Export Sales Coordinator serving as the primary liaison between corporate headquarters and international customers. Handling orders, quotes, and ensuring compliance with export regulations while managing customer satisfaction.
Drive programmatic revenue at Hearst Magazines by cultivating partnerships and leveraging data insights. Collaborate across teams to shape strategies in a dynamic digital landscape.
Design and implement sales strategies for commercial pest control services at Rentokil. Collaborate with teams to ensure quality service delivery and customer satisfaction.
Regional Sales Manager for ADVANCE Mixer Trucks overseeing sales for the Northeast territory. Engaging with customers through product demo, financing assistance, and territory management.
Sales Manager responsible for driving sales and managing Account Managers in a growing manufacturing business. Taking ownership of account management to elevate performance and unlock growth.
Technical Sales and Marketing Manager driving growth in Covestro's Footwear segment across APAC. Responsible for strategic market development and direct sales in the Sports Shoe industry.
Area Sales Manager leading medical representatives for AstraZeneca in Bangkok and surrounding areas. Ensuring sales results and coaching team for success in pharmaceutical sales.
Strategic Partner Director at Saviynt focusing on CSP engagement to enhance identity security. Designing and implementing regional plans aligned with CSP revenue goals and co - sell strategies.
Director of Sales responsible for statewide growth strategy in California’s public sector IT solutions market. Leading business development efforts and expanding manufacturer partnerships.