Western & Southern Financial Group Distributors Sales Desk Intern (Summer 2027)

Overview

Handles various projects, which could include analytical analysis, operations, marketing, client service, compliance, business development, investment research and/or operational/database management-related matters. Has access to Western & Southern Financial Group (W&SFG) senior management. Generates and delivers a "final" PowerPoint presentation to senior management at the end of the internship period.

Responsibilities

What you will do

Projects

• Contact Management System - CRM Clean-Up:
• Representative harvesting - CRD Information, Phone #, Email Address.
• Representative merging.
• Impact: Data integrity is an important part of W&SFGD, as it supports our campaign functionality, servicing and prospecting financial advisors to continue to grow our business.

Rep Assignments - Campaign & Tracking

• Impact: Placing representatives into specific groups based on portfolios purchased, post W&SFGD sponsored events and other activities allows us to campaign to those groups in a very specific way through email, phone calls and approach to gather meetings. On the other side, this allows us to track progress by the sales persons on contacts, meetings and other activities.

Impact Wholesaling

• Impact: Looking at the efficiencies and inefficiencies of a wholesaling team on engagement with a set of financial advisors before a large set of trades are made. Finding trends by an external wholesaler and internal wholesaler on their activity, activity counts, types of activities and how often.
• New Contact Management System (CRM) Impact: A part of the testing team for CRM enhancements to check for bugs and errors. This is typically a week-long testing period in which 2-3 hours are logged each day doing numerous activities in the CRM.

Channel Projects

• Impact: Looking at competitive data, administration system assignments/clean-up and updating spreadsheets for internal use only.

Learning Initiatives

• Product training.
• Proper profiling of advisors and positioning