College Financial Representative, Internship Program

Responsibilities

• Learn how to prospect and network to build your business and client base
• Develop and execute on a business strategy
• Call on potential clients and set meetings to understand their financial goals
• Prepare plans and offer useful recommendations
• Engage in weekly coaching, training, and development meetings
• Build life skills that create future career opportunities

Qualifications

• Full-time student; juniors and seniors preferred
• Entrepreneurial ambitions and curiosity for sales
• Highly involved on campus (leader, athlete, campus orgs, student government, etc)
• Excellent time-management skills
• Interest in financial literacy and planning tools
• Business savvy and desire to increase critical thinking abilities

About the Role

Our internship program mimics our full-time Financial Representative career, providing guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Benefits

• Performance-based earnings and revenue learning and development incentives (up to $1000/month, not inclusive of earned commissions)
• Productivity bonuses
• Support for insurance licensing (life, health, DI, LTC)
• Support for SIE, Series 6, Series 63 registrations (eligibility required)

Pay

Salary Range: USD $500.00 - USD $1,000.00 /Yr.