What are the responsibilities and job description for the Sales Development Intern position at Allied Wealth Planners?
Location: Solon, OH – In-Office (Full-Time)
About Us
Allied Wealth Planners (AWP) is an independent financial advisory practice headquartered in Solon, Ohio, affiliated with Cetera Wealth Services. We focus on comprehensive wealth management, retirement plan solutions, and investment strategies for both businesses and individuals. We partner with a CPA, Healthcare Broker, Medicare Rep, and Payroll company to offer top-to-bottom service for our clients.
About the Role
Allied Wealth Planners is seeking a motivated and results-driven Sales Development Intern for Summer 2026 to help develop our pipeline by identifying new business prospects and securing appointments for our advisors. This is a high-activity, sales-focused position, ideal for someone who is competitive, resilient, and eager to develop professionally.
This role offers the opportunity to directly impact company growth through prospecting and generating leads and appointments.
Key Responsibilities
- Make a minimum of 50 outbound calls per day
- Identify and qualify business owner prospects
- Assist in building and maintaining a strong opportunity pipeline
- Track activity and results consistently
- Work independently while meeting performance goals
Requirements
- Comfortable and confident speaking on the phone
- Excellent verbal communication skills
- Ability to craft compelling and persuasive messaging
- Strong resilience and ability to handle rejection positively
- Results-driven with a strong work ethic
- Proactive, self-motivated, and eager to learn
Growth
You will be working under a senior advisor to develop strong product knowledge, communication skills, and to be able to start identifying client needs and contributing more strategically to the sales process with the purpose of securing a job as a junior advisor after graduating from college.
Compensation Structure
- Base Pay: $16/hour
- Appointment Bonuses: Paid per qualified appointment set and held
- Performance Bonuses: Additional bonuses for hitting weekly/monthly targets
Why Join Allied Wealth Planners?
Through our affiliation with Cetera, advisors gain access to the resources of one of the nation’s largest independent broker-dealers while maintaining full entrepreneurial independence.
- Established Infrastructure – Fully built office environment with administrative support, technology stack, compliance oversight, and marketing systems.
- Upfront Bonus Payout – Transition bonus structured with upfront support.
- Transition Support – Full assistance from Cetera’s dedicated transition team, ensuring a smooth process for your clients and book of business.
- Cetera OSJ Support – Competitive commission grid, compliance management, and advisor-friendly platform.
- Growth-Focused Environment – Active referral partnerships and bundled business solutions (retirement, insurance, payroll, benefits) built into the firm.
Ready to Apply?
If you're ready to take the next step in your financial advising career, we’d love to hear from you. Please submit your resume and apply online.
Registered Representatives and investment advisor representatives. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity.
Salary : $16