Sales Effectiveness Intern - Westlake, TX

Westlake, TX
December 21 2018

This intern assignment will consist of actively contributing to key deliverables identified in the Investor Center and Regional Center Operating Plan and Personal Investing's 5-year plan.

The intern will support the National Branch Sales and Service team, and in turn, the strategic objectives of the Branch and Phone Channel.  These strategic objectives include:  Building a High Performing Organization, Driving Operational Effectiveness, Delivering Outstanding Relationships & Driving Growth and Productivity.

Build a High Performing Organization

Work on organizing, writing and delivering key communications pieces for our field associates.

Communication pieces will include:

  • Facilitating a large weekly conference call with insight into upcoming deployments to live channel

  • Creating an interactive calendar that highlights key deployments and initiatives for our live channel constituents

Driving Operational Effectiveness

  • Maintain a web-based document repository which will house all key process and procedural content for the Sales Effectiveness team, within Headquarters.  This repository will contain content that will be deployed to our live channel associates.

  • Refine the process to maintain the content in this repository over time as needed

Delivering Outstanding Relationships

  • Assist in analyzing trend in Loyalty scores and customer verbatims

Driving Growth and Productivity

  • Support our Field Readiness Directors on deploying products and initiatives to live channel that will enable growth in our customer base and drive productivity. Example of work includes helping this team manage deployment plans, and assisting with recurring capacity management reports, which helps our senior leadership team understand the capacity of our organization.

  • This opportunity will include immersion into our home office culture , by sitting within a team that acts as a liaison between our live channel associates, and our product partners

Education and Experience

  • In process of earning a Bachelor's degree required. 

  • Business, Finance or Economics major preferred

  • Strong written and verbal communication skills.

  • Strong computer skills, knowledge of Microsoft Office Products (such as Word or Excel).          

  • Attention to detail and deadline driven

  • Experience in customer service/sales preferred

  • Proven organization and self-motivation skills

  • Effective team player

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