College Financial Representative, Internship Program
$500–$1,000 year
On-siteBedminster, New Jersey, United States
Job Summary
Prospect, network, and call potential clients to build a business and client base while executing a business strategy. Set meetings to understand financial goals, prepare plans, and offer 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, year-round internship mimics the full-time Financial Representative career, offering eligible students a path to full-time roles upon graduation with support for Series 6, 63, and CFP® registrations.
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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