Sales Desk Intern - Touchstone (Summer)

Overview:
The sales internship includes a hands-on experience with various assignments within Touchstone Investments that includes internal sales, marketing, data, research and technology. Responsibilities include working in our CRM, campaign tracking, technology testing, and competitive data analysis, and working within our institutional team on lead generation. In addition, this associate will receive training in sales and marketing distribution, product development and other areas of the Touchstone Fund Family. Finally, as a part of Western & Southern Financial Group, this associate will be involved in larger internship activities, both virtual and on campus, to help them develop their skills and network across the Western & Southern enterprise.

Responsibilities:
What you will do:

SalesPage & Salesforce Initiatives - Various assignments working within Touchstone's CRM tools to help enhance the sales experience for both the internal and external sales associate. Within Salesforce, working on special projects for onboarding Salesforce within our retail channel.

Campaign/Event Tracking - Working in the SalesPage CRM to track post-event activity and sales and provide impact reporting to sales management in a timely manner.

Marketing - Supporting the Strategic Marketing Department in providing financial professional lists to each territory before a large communication goes out. Working within the marketing group to setup schedules and a timeline of distributions.

Investment Strategy Specialist - Working closely with our investment strategy specialist team to help with competitive analysis on mutual funds and supporting the population of ticker symbols to build for future opportunity for our sales group.

Institutional Channel - Leveraging financial professional data through a third-party vendor, building out Salesforce to help with uncovering leads for the institutional team to expand their sales efforts into more RIAs and banks. In addition, data mining for 401k opportunities.

Learning Initiatives.

Structure of Fund Family and Wholesaler Distribution.

Touchstone Funds Product Training.

Proper profiling of advisors and positioning of products and services.

Shadowing of internal wholesaler and investment strategy specialists.

Presentation Training, both in person and virtual.

Know Your Value, Personal Branding and Art of the Interview coursework

Performs other duties as assigned

Complies with all policies and standards

Qualifications:
College - Rising Junior or Rising Senior (Required)

Strong organizational skills

Computer skills in Microsoft Word and Excel

Ability to work independently and a self-starter

Ability to handle multiple deadlines and prioritize projects

Candidate must have completed their sophomore year of college

Computer skills in Microsoft Word and Excel

Work Setting/Position Demands:

Office

Focus on multiple projects at one time

Ability to manage multiple deadlines

Travel Requirements:

None