College Financial Representative, Internship Program
$500–$1,000 year
On-siteNew Haven, Connecticut, United States
New Haven, Connecticut, United StatesOn-siteInternship$500–$1,000 yearEntry LevelLarge
InternshipEntry LevelLarge
Job Summary
Prospect, network, and call on potential clients to build your business and client base. Develop and execute a business strategy while setting meetings to understand financial goals. Prepare plans and offer useful recommendations using proprietary planning software platforms. Engage in weekly coaching, training, and development meetings to gain exposure to exclusive financial products. Receive Risk Product State Licensing for Life, Accident, and Health. Work a flexible schedule with an option to participate year-round, with eligibility 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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