Financial Service Intern
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PeakPro Financial
Denver, CO, USA
Job Posted:
30+ days ago

Financial Service Intern

PeakPro Financial is looking for a Financial Service Intern to join our team. The successful applicant will focus on lead generation using our state of the art CRM to contact financial advisors looking to use our services. We are looking for someone with very strong attention to detail and a keen ability to work in a fast paced and ever-changing environment. The ideal person will have an ability to build strong relationships with experienced professionals in the industry. Most importantly, you are a friendly, hardworking, passionate and a result driven team-player that all employees will love to work with.

Key Responsibilities

Lead Generation using company CRM
Take notes and update system to provide updates to sales team
Pre-qualify leads for distribution
General knowledge of concept and approach to relay information
Key support to sales team

This Internship will require around 15 hours of work per week. How this will be split up can be discussed in dues course

financial services, finance, lead generation