Sales Desk Specialist Intern (Summer 2026) at Sammons Financial Group

West Des Moines, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Dec, 25

Salary

0.0

Posted On

23 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Microsoft Word, Microsoft Excel, Sales Support, Problem Resolution, Industry Knowledge, Illustration Design, Packet Creation, Time Management, Team Coordination, Customer Service, Shadowing, Organizational Skills, Positive Attitude, Attention to Detail, Adaptability

Industry

Financial Services

Description

What You Can Expect In This Role Responsible for supporting internal sales efforts by assisting internal sales specialists with service related calls and emails that come in to the Sammons Retirement Solutions (SRS) sales desk. Work with internal wholesalers and managers as needed to promote and increase the sales of Sammons Retirement Solutions' products and accounts. Support the administrative functions of the sales desk where needed, including but not limited to, coordinate efforts and communication with sales teams (internal/external wholesalers) in respective territories based on the requirements established by SRS. Our Internship program is designed to give students experience with projects and performing tasks within their hired work area. You will be exposed to other areas within the organization by participating in development, culture and volunteer events. This paid internship is 10-12 weeks in length with the possibility of extending hours into the school year. Our internship program holds an 80/10/10 approach, meaning that 80% of your work time will involve performing tasks or working on projects within your hired work area. Another 10% of the time, you will be exposed to learning in other areas within your assigned division to get more corporate experience. Then, the final 10% will be spent in shared experiences across the organization, where you will get to really learn about our culture and work environment. What You'll Do In This Role • Assist Sales Desk Specialist with requests from inbound calls and emails in a timely manner with the ability to prioritize requests based on need. • Effectively assist with illustration design, creation and packet creation, email/mail illustrations and order materials as needed. • Learn all aspects of Sales Desk Specialist and Internal Wholesaler roles through daily interaction and shadowing current specialists and internal wholesalers. • Navigate the organization for available resources to provide problem resolution assistance to financial advisers across the country. • Develop and maintain a high level of knowledge on industry trends, competitive intelligence and investment strategy methods. • Maintain a positive image of the company in work actions and interactions with other’s serving as a representative of the organization. • Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity). • As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands. What We're Looking For Individuals pursing their bachelor’s degree in Business Administration, Finance, Marketing, Economics Preferred Strong communication skills, both verbal and written Strong Computer skills, including Microsoft word and excel Other Requirements • Due to the financial nature and level of accountability of this position, a credit and criminal background check is required. • FINRA regulations require fingerprinting for this position. What you can expect when you join Sammons Financial Group • Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay. • Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck. • Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays. • Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance. • Colleagues who support one another, model our core values, and drive our healthy, high-performing culture. Work Authorization/Sponsorship At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Responsibilities

Assist internal sales specialists with service-related calls and emails, prioritizing requests based on need. Support administrative functions of the sales desk and promote sales of Sammons Retirement Solutions' products.