Sales Manager

What You’ll Do

As a Business Intern, you’ll support day-to-day operations and gain hands-on experience across our core business functions:

Client Relations & Support

Assist agents and advisors with appointment scheduling, follow-ups, and client intake

Help prepare client-facing materials—presentations, policy summaries, investment overviews

Marketing & Outreach

Contribute to social media content calendars and weekly email newsletters

Research lead generation tactics, local networking events, and referral opportunities

Data & Operations

Update and maintain client records in CRM and policy management systems

Assist in tracking metrics—new clients, quotes issued, policies sold, prospect pipeline

Strategic Projects

Support market research for new insurance or investment product offerings

Propose efficiency improvements to internal workflows and client onboarding

What We’re Looking For

Currently pursuing a degree in Business, Finance, Marketing, or a related field

Strong communication and organizational skills

Comfortable with technology; experience in Excel, CRM, Google/Microsoft Office is a plus

Proactive problem-solver who can work independently and as part of a team

Interest in financial services, client-centric sales, or consulting

What You’ll Gain

Real-world exposure to insurance and investment advisory workflows

Mentoring from experienced agents and advisors

Opportunity to make a real impact—your project contributions will be visible and valued

Internship completion letter, networking contacts, and potential for future employment