Posting Date


The Sales Support Intern will work with our Michiana field office team and be given the opportunity to learn about the advisory business and the credit union. Responsibilities and projects would include (but not limited to):

  1. Client interaction - scheduling and observing appointments for reviews
  2. Shadow a Financial Planner - after meeting working with advisor to build plan
  3. CRM Support- update database systems and information
  4. Provide assistance to Credit Union during Youth Week (July 16-20)
  5. Perform scanning tasks associated with group plans
  6. Team meeting participation
  7. Outbound phone projects


  1. Effective verbal and written communication skills
  2. Eager/willingness to learn
  3. Proficiency with Windows-based software and Microsoft Office Suite
  4. Currently pursuing a bachelor’s degree in accounting, finance, business or related field

Hours: Negotiable; 20-40 hours

Location: Goshen, IN

To apply: Please send your cover letter, resume and completed questionnaire to