College Financial Representative, Internship Program
$500–$1,000 year
On-siteDeerfield, Illinois, 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 based on proprietary planning software. Engage in weekly coaching, training, and development meetings to build life skills for future career opportunities. This program mimics a full-time Financial Representative career, allowing eligible students to gain exposure to exclusive financial products and support for registrations such as Series 6 & 63 or CFP®. With flexible scheduling to accommodate classes, interns may continue growing their practice and 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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