Sales Desk Intern (Summer or Fall 2026)

Join Western & Southern – Somewhere You Want to Be

Western & Southern is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 137 years, our long-term success has been fueled by a deep commitment to customer service and our community.

Headquartered in Cincinnati, W&S is a Fortune 500® company recognized as one of America’s Best Midsize Employers by Forbes. Our commitment to career growth and employee development earned us a top 100 ranking on the American Opportunity Index (AOI). We are dedicated to creating opportunities for our associates to grow and succeed. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer. 
 

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Western & Southern is built on a culture of integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.

A Day in the Life of a Sales Desk Intern (Touchstone Investments)
Western & Southern is looking for a dynamic, energetic intern who is eager to learn about our company by assisting our Touchstone Sales Department in various projects throughout the year. You will be working closely with our team to manage and track campaigns and events, support our RFP department on large opportunities.

The Touchstone Sales Internship includes a hands-on experience with various assignments within Touchstone Investments that includes internal sales, marketing, data, research and technology. Responsibilities include working in our CRM, campaign tracking, technology testing, competitive data analysis and working within our institutional team on lead generation. In addition, this associate will receive training in sales and marketing distribution, product development and other areas of the Touchstone Fund Family. Finally, as a part of Western & Southern Financial Group, this associate will be a part of larger internship activities both virtual and on campus which will help them develop their skills and network across the enterprise.

Duration of Internship: Summer or Fall 2026

Intern Duties and Responsibilities:
• SalesPage & Salesforce Initiatives – various assignments working within both of Touchstone’s CRM tools to help enhance the sales experience for both the internal and external sales associate. Within Salesforce, working on special projects for the onboarding Salesforce within our retail channel.
• Campaign/Event Tracking – working in the SalesPage CRM to track post event activity and sales and provide impact reporting to sales management in a timely manner. 
• Marketing – Supporting the Strategic Marketing Department in providing financial professional lists to each territory prior a large communication goes out. Working within the marketing group to setup schedules and timeline of distributions. 
• Investment Strategy Specialist – working closely with our investment strategy specialist team to help with competitive analysis on mutual funds and supporting the population of ticker symbols to build for future opportunity for our sales group.
• Institutional Channel – Leveraging financial professional data through a 3rd party vendor, building out Salesforce to help with uncovering leads for the institutional team to expand their sales efforts into more RIAs and Banks. In addition, data mining for 401k opportunities. 
 

Learning Initiatives:
• Structure of Fund Family and Wholesaler Distribution
• Touchstone Funds Product Training
• Proper profiling of advisors and positioning of products and services
• Shadowing of Internal Wholesaler and Investment Strategy Specialists
• Presentation Training – Both in person and virtual
• Know Your Value, Personal Branding and Art of the Interview

Intern Requirements: 
• Strong organizational skills
• Computer skills in MS Word & MS Excel
• Be able to work independently and a self-starter
• Be able to handle multiple deadlines and prioritize their projects
• Candidate must have completed their sophomore year of college

Western & Southern is not just a place to work—it’s somewhere to grow, lead, win and make a difference in your career and community. Learn more at https://www.westernsouthern.com/careers/home-office-careers/internships. 

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