Sales Development Intern (Cold Calling & Appointment Setting)

We are a financial planning practice seeking a motivated, professional college intern to help generate introductory meetings through outbound phone prospecting calls. This role is ideal for a college student who is comfortable making a high volume of calls, can represent our firm professionally, and wants hands-on sales experience in a business setting. 

This is primarily a cold-calling and appointment-setting role. You will work from firm-provided lead lists focused on Massachusetts households that fit our target demographic. Your job will be to make outbound calls, start conversations, identify qualified opportunities, and schedule introductory meetings for the financial advisors on our team. 

We are looking for someone who can be professional, friendly, and confident without being pushy. The right candidate is comfortable speaking with strangers, handles rejection well, stays consistent day after day, and is motivated by both hourly pay and performance bonuses. 

What success looks like 

Success in this role means consistently making a couple over one hundred dials per day and scheduling a minimum of two new introductory meetings per day.  

Bonus compensation is tied to meetings that are properly set, leading to meetings that are kept by the prospect. 

Compensation 

This role pays $20 per hour, plus performance bonuses: 

• $25 for each meeting that is kept 

Schedule and work arrangement 

This role will be in our office in Westborough during the summer, with the opportunity to continue working either in-person or remotely during the school year on a part-time basis around your class schedule. Our summer ideal hours are Monday through Friday, 8:00 AM to 4:30 PM. 

Who should apply 

We are open to candidates with no prior experience, if they are coachable, reliable, articulate, and comfortable with cold calling. Students majoring in finance or with an interest in financial services are especially encouraged to apply. Prior experience in sales, fundraising, customer outreach, recruiting, or phone-based work is helpful, but not required. We also love working with current or former athletes.  

Ideal traits 

The strongest candidates for this role will be disciplined, resilient, and comfortable working toward measurable activity goals. They will be able to sound polished and professional on the phone while still being personable and natural. They should also be motivated by performance, willing to learn, and confident representing a financial planning practice well in conversations with prospective households.