Sales Desk Intern (Columbus Life) (Summer)
Western & Southern Financial Group
Overview
The Columbus Life Insurance Company sales internship includes a hands-on experience with various assignments within Columbus Life that includes internal sales, marketing, data, research and technology. Responsibilities include working in our Salesforce customer relationship manager (CRM), competitive data analysis, running sales illustrations, and proactively following up on pending business. In addition, this associate will receive training in sales and marketing distribution, product development, and other areas within Columbus Life. 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:
- Salesforce – Various assignments working within the CRM to help enhance the sales experience for both the internal and external sales associate. Within Salesforce, working to proactively follow up on sales related tasks and track activities.
- Marketing – Utilizing current technology such as Salesforce and Allego to help provide the most meaningful content to our field.
- Pending Business – Work closely with our Internal Sales team and new business to ensure our field is staying informed on their pending business within the CLIC Pipeline.
- Sales Illustrations – via inbound email or CLIC mobile requests, design sales illustrations to fit agent/client’s needs.
- Learning Initiatives
- Structure of CLIC and Wholesaler Distribution.
- CLIC Life and Annuity Product Training.
- Shadowing of internal wholesaler and other shared services.
- Presentation Training, both in person and virtual.
- Performs other duties as assigned
- Complies with all policies and standards
Qualifications
- High School Diploma (Required)
- 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
- Computer skills in Microsoft Word and Excel
Work Setting/Position Demands:
- None
Travel Requirements:
- None
Source ⇲
