Position: Strategy Intern
Department: Annuity Marketing
Reporting to: Strategy Director
Overview:
Are you looking to build and diversify your skillset and work with a fast-paced team? We are looking for a motivated individual for our Strategy Intern opening. The Strategy Intern will work with members of our Strategy team on new initiatives to increase sales and profitability for Advisors Excel. This in-house, ongoing internship will assist with a multitude of projects, but primarily focus on events, marketing, and sales efforts for the Annuity Marketing division.
What you'll do:
- Assist with preparations, details, and logistics for event promotional campaigns
- Maintain recruiting data tracking
- Attend bi-weekly recruiting meetings
- Assist with recruiting programs
- Maintain marketing materials and content to support the recruiting team
- Assist with data tracking and metrics for the sales team's performance
- Participate in bi-weekly recruiter call trainings
- Shadow and assist veteran recruiters with call scripting, list building, CRM data cleanup, etc.
- Assist Strategy & Events team with scheduling and promotional mailers
- Assist Affiliate Manager with vendor reporting and data collection
- Assist corporate marketing team on planning and executing corporate campaigns
- Event closet management and inventory
- Event set-up
- Event material coordination
- All other duties and responsibilities as assigned
Experience you'll bring:
- High School Diploma
- Excellent written and verbal communication skills
- Ability to handle confidential information
- Strong knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
- Ability to interact with all personality types and with all levels of staff
- Time management and ability to handle multiple tasks in a fast-paced environment
- Exceptional problem determination skills with a high attention to detail
Bonus Points:
- Some college credits
- Previous experience in an office environment specifically insurance or financial services related
What you'll get:
- Access to an on-site cafe, gym and primary care physician
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
Advisors Excel
April 30, 2023 