College Financial Representative, Internship Program
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. College Financial Representatives, who come from varying academic backgrounds and experiences, engage local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company.
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
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)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Schedule
We offer a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ® .
Pay
Salary Range: USD $500.00 - USD $1,000.00 /Yr.