College Financial Representative, Internship Program
$500–$1,000 year
On-siteLa Jolla, California, United States
La Jolla, California, United StatesOn-siteInternship$500–$1,000 yearEntry LevelLarge
InternshipEntry LevelLarge
Job Summary
Prospect and network to build a client base while executing a business strategy through direct client calls and meeting scheduling. Prepare financial plans with recommendations and gain exposure to proprietary planning software platforms. Engage in weekly coaching, training, and development meetings to build life skills for future career opportunities. This internship mimics the full-time Financial Representative career, allowing you to develop an integrated financial planning practice from the ground up with support from local and nationwide experts.
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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