Client Acquisition Intern

About the role#

As a Client Acquisition Intern, you will gain hands-on experience in the financial services industry by focusing on prospecting, lead engagement, and sales process coordination. This role offers exposure to the full client lifecycle, including pre- and post-appointment support, while providing insight into how sales and marketing strategies function within a professional environment.

What you'll do#

• Apply call scripts to engage prospective clients through outbound calls and follow-ups.
• Assist with pre-appointment preparation to ensure readiness and value delivery.
• Support post-appointment follow-up, scheduling, and meeting confirmations.
• Participate in strategy discussions to understand campaign development and provide input on outreach efforts.
• Maintain accurate records of outreach activities and follow-up actions within CRM and sales tools.
• Utilize Microsoft Office tools, including Outlook, for communication and organization.

What you'll need#

• Current pursuit of a Bachelor’s degree in Business Administration, Finance, Accounting, Economics, or Marketing.
• Strong interest in pursuing a career in financial services, sales, or client acquisition.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to build relationships and engage professionally with prospective clients.
• Proficiency in Microsoft Office tools, including Outlook, Excel, and Word.

Location & details#

• This is a full-time, paid, on-site position located in Omaha, Nebraska.
• The internship term operates on a rolling basis.