College Financial Representative, Internship Program
$500–$1,000 year
On-siteKing of Prussia, Pennsylvania, 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 and offering recommendations on exclusive financial products. 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. Work a flexible schedule around classes with performance-based earnings and learning incentives. Full-time student status required; 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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