Financial Advisor Intern
The Job Sauce
internship
Posted on:
Location Type: Hybrid
Location: Clearwater • Florida • United States
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Job Level
About the role
- Learn how to prospect and network to build your business and client base
- Develop and execute on a business strategy
- Call on potential clients and set meetings to understand their financial goals
- Prepare plans and offer useful recommendations
- Gain exposure to proprietary planning software platforms
- Engage in weekly coaching, training, and development meetings
- Get licensed with your Life, Accident, and Health insurance license
- Build life skills that create future career opportunities
Requirements
- Full-time student; 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
Benefits
- Performance-based earnings and revenue
- Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
- Productivity Bonuses
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
entrepreneurial ambitionscuriosity for salesexcellent time-management skillsbusiness savvycritical thinking abilities
Certifications
Life insurance licenseAccident insurance licenseHealth insurance license