College Financial Representative, Internship Program
$500–$1,000 year
On-siteEast Syracuse, New York, United States
Job Summary
Prospect and network to build a client base, then call potential clients to set meetings and understand their financial goals. Develop and execute a business strategy while preparing plans with useful recommendations based on proprietary planning software platforms. Engage in weekly coaching, training, and development meetings to build life skills for future career opportunities. This internship mimics the full-time Financial Representative career, allowing students to gain exposure to exclusive financial products and Fortune 500 support. Eligible participants may obtain Risk Product State Licensing for Life, Accident, and Health, with opportunities to earn Series 6 & 63 or CFP® certifications. Successful interns can 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.