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Touchstone Securities Sales Intern

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Western and Southern Financial Group


Touchstone Securities Sales Intern + About Us + Community Impact + Working in Cincinnati + Benefits + Search All Jobs LanguageCreate a Profile|Log In YesNo Show Details Job Details Apply Now Refer Job: + + Add to Saved Jobs Back Touchstone Securities Sales Intern Summer Internship Job Responsibilities will include: + Projects: 70% + SalesPage - CRM Clean-Up + Rep Harvesting - CRD Information, Phone #, Email Address + Rep Merging + Impact: Data integrity is an important part of Touchstone as it supports our campaign functionality, servicing and prospecting financial advisors to continue to grow our business. + Rep Labeling - Campaign & Tracking + Impact: Placing reps into specific groups based on portfolios purchased, post Touchstone 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. + SalesPage 5.3 + Impact: A part of the testing team for SalesPage 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 SalesPage. + Institutional Channel Projects + Impact: Looking at competitive data, SalesForce clean-up and updating 401k Spreadsheets for internal use only. + Learning Initiatives: 30% + Product training + Proper profiling of advisors and positioning of products and services + Shadowing internal wholesaler + Presentation training + Know Your Value - Personal Branding Selection Criteria + Strong organizational skills + Computer skills in MS Word & MS Excel + Be able to work independently and a self starter + Be able to handle multiple deadlines and prioritize their projects + Candidate must have completed their sophomore year of college Reporting: This position would report to the Director, Touchstone Sales Desk.
Associated topics: financial, financial advisor, financial planner, financial product, investment analyst, merchant service solution, payment management solution, risk management, security, stock broker
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