College Financial Representative, Internship Program
$500–$1,000 year
On-siteTacoma, Washington, United States
Tacoma, Washington, United StatesOn-siteInternship$500–$1,000 yearEntry LevelLarge
InternshipEntry LevelLarge
Job Summary
Prospect, network, and call potential clients to set meetings that understand their financial goals. Develop and execute a business strategy while preparing plans and offering useful recommendations. Gain exposure to proprietary planning software platforms and engage in weekly coaching, training, and development meetings. Receive Risk Product State Licensing for Life, Accident, and Health. This flexible schedule accommodates classes, with year-round participation options. Eligible students may interview for full-time roles upon graduation.
Required Qualifications
- Full-time student
- Receive Risk Product State Licensing: Life, Accident, and Health
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
- national criminal background check
Desired Qualifications
- 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
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