College Financial Representative, Internship Program
$500–$1,000 year
On-siteFairfield, Connecticut, United States
Job Summary
Prospect and network to build a client base, execute a business strategy, and call on potential clients to set meetings that understand their financial goals. Prepare plans with useful recommendations and gain exposure to proprietary planning software platforms while engaging in weekly coaching, training, and development meetings. Receive Risk Product State Licensing for Life, Accident, and Health. This internship mimics the full-time Financial Representative career, offering flexible scheduling for students. Eligible participants may obtain support for Series 6 & 63 or CFP® registrations 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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