You are viewing a preview of this job. Log in or register to view more details about this job.
Email

Internship Overview

We are seeking a college student intern to join our team as a Sales Development Associate (SDA). This role supports the firm through CRM input and maintenance while providing hands-on exposure to professional, permission-based client communication.

This internship is designed for students who want real-world experience in:

Business development

Financial planning environments

Client communication

Professional sales skills done ethically and responsibly

What You’ll Do

Assist with CRM data entry, updates, and maintenance (Redtail)

Accurately document prospect and client interactions

Learn how to initiate professional, respectful, permission-based conversations

Ask thoughtful questions to understand goals and timing

Support scheduling of qualified consultations

Participate in structured call training and coaching using Simmie.ai

Gain insight into how a regulated financial planning firm operates

What This Role Is Not

❌ Not high-pressure sales

❌ Not product pitching

❌ Not cold closing on the phone

This role focuses on learning process, communication, and professionalism.

Ideal Candidate

Currently enrolled college student (any major; business, finance, or communications a plus)

Strong written and verbal communication skills

Calm, professional phone presence

Organized, detail-oriented, and coachable

Interest in financial planning or client-facing work

Able to commit to two academic semesters

Compliance & Eligibility Requirements

Must successfully pass a background check

Must complete fingerprinting if selected

Ability to work on-site in Chattanooga, TN

Two-semester commitment required to ensure continuity and training investment

Time Commitment & Compensation

Approximately 10 hours per week

$10/hour

Structured training and mentorship provided

Opportunity for continued part-time work or advancement based on performance

Why This Internship Is Valuable

Hands-on CRM and documentation experience

Professional communication training

Exposure to financial services and compliance standards

Mentorship and structured learning

Strong resume-building opportunity

How to Apply

Apply through Handshake with your resume and a brief note explaining your interest in gaining professional communication and business development experience.