College Financial Representative, Internship Program
$500–$1,000 year
On-siteBoise, Idaho, United States
Job Summary
Prospect and network to build a client base, develop business strategies, and call on potential clients to set meetings that understand their financial goals. Prepare plans with useful recommendations while gaining exposure to proprietary planning software platforms. Engage in weekly coaching, training, and development meetings to build life skills for future career opportunities. Receive Risk Product State Licensing for Life, Accident, and Health. Full-time student status required with flexible scheduling around classes, offering year-round participation and support for Series 6, 63, or CFP® certifications. Interview opportunities for full-time roles exist 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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