Sales Intern

Sales Intern at Advocate Financial LLC Sales Intern at Advocate Financial LLC in Fort Wayne, Indiana Posted in 1 day ago.

Type:

intern

Job Description:

Key ResponsibilitiesProspecting & OutreachExecute daily outreach activity targets (calls, emails, social touches).Engage cold leads and initiate meaningful recruiting conversations.

Follow structured outreach sequences and prospecting campaigns.

Lead Qualification & Pipeline DevelopmentQualify prospects based on production level, licensing status, market focus, and growth potential.

Document all activity and conversations within the CRM.Maintain organized and accurate pipeline records.

Schedule recruiting consultations for the SSDR or the Director of National Distribution. Conduct consistent follow-up to move prospects through the recruiting funnel.

CRM & Data ManagementMaintain accurate lead records and pipeline stages.

Track activity metrics and performance data.

Ensure timely follow-up and task management.

Assist in list building and database management.

Team Collaboration & GrowthParticipate in weekly pipeline and performance meetings.

Contribute ideas to improve outreach strategy and lead quality.

Uphold company culture, accountability standards, and professional communication. QualificationsRequired QualificationsStrong communication skills.

Comfortable with high-volume outbound outreach.

Organized and disciplined in follow-up.

Coachable with a growth mindset.

Basic CRM proficiency.

Physical DemandsProlonged periods of sitting at a desk and working on a computer.

Frequent use of phone and video conferencing platforms.

Ability to communicate clearly and professionally in person and virtually.

Occasional travel for industry conferences, recruiting events, or company meetings.

Ability to operate standard office equipment.

Equal Opportunity:

Advocate Financial provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. recblid aaj8b1w0jlh3oo6yyqhgw60p5fntv1