College Financial Representative, Internship Program
$500–$1,000 year
On-siteColumbia, Missouri, United States
Job Summary
Prospect and network to build a client base, execute a business strategy, and call on potential clients to set meetings and understand their financial goals. Prepare plans with useful recommendations using proprietary planning software platforms while engaging in weekly coaching, training, and development meetings. Gain exposure to exclusive financial products and receive guidance on building an integrated financial planning practice from the ground up. This internship mimics the full-time Financial Representative career, offering flexible scheduling for students and opportunities to earn support for registrations and certifications.
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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