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XY Planning Network Sales Intern

Position: Sales Intern
  • Location: Bozeman, MT
  • Hours: 16 to 20 hours per week, for up to 16 weeks 
  • Start Date: 04/01/2021
  • End Date: TBD
  • Applications are due ASAP and will be reviewed as they are received.
  • Wage: $15 per hour
  • Benefits: Click here for a full list 
 
Company Overview
Here at XY Planning Network, our Sales Team works exclusively with prospective XYPN members. We understand the ins and outs of what it takes to successfully launch a financial advisory practice and are the masters of articulating XYPN’s unique value proposition, which is something we proudly do all day, every day.
 
About the Position
As a Sales Intern on Team XYPN, you’ll have the opportunity to showcase your conversational chops as the main “voice” of our website Chatbot. You’ll converse with prospective XYPN members, answering their questions and highlighting XYPN’s many benefits, all while striking a voice and tone consistent with XYPN’s brand. The goal? To drive more calls to the Sales Team and ultimately help grow the Movement. 
 
What You’ll Do:
  1. Quite literally be the voice of XYPN’s Chatbot, monitoring it daily and engaging with prospective XYPN members 
  2. Record daily interactions with prospective members and share all of your Chatbot adventures with the Sales Team 
  3. Schedule Intro Calls for “highly interested” prospects—aka the advisors who just can’t wait to become XYPN members—on behalf of the Sales Team
  4. Other to-do’s as needed
 
Required Qualifications and Skills
  • Currently enrolled in college (freshmen through seniors)
  • Relevant experience or coursework in Business, Sales, or Business Development
  • Superb communication skills, including an ability to convey tone through text
  • A team player attitude—you’re the kind of person who collaborates, communicates, and documents so we all win together
What Would Make Us Drool
  • We’d seriously swoon over prior Sales experience