College Financial Representative, Internship Program
$500–$1,000 year
On-siteLancaster, Pennsylvania, United States
Job Summary
Prospect, network, and call potential clients to build a financial planning practice and set meetings that understand their goals. Develop an execution strategy, prepare plans with useful recommendations, and gain exposure to proprietary planning software platforms. Engage in weekly coaching, training, and development meetings while receiving Risk Product State Licensing for Life, Accident, and Health. This flexible schedule accommodates students and 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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