College Financial Representative, Internship Program
$500–$1,000 year
On-sitePortland, Oregon, United States
Portland, Oregon, United StatesOn-siteInternship$500–$1,000 yearEntry LevelLarge
InternshipEntry LevelLarge
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 software platforms. Engage in weekly coaching, training, and development meetings to gain exposure to exclusive financial products and support from a Fortune 500 company. Receive Risk Product State Licensing for Life, Accident, and Health.
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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