Financial Advisor Intern
Clearwater, Florida, United States of America
Internship
4 hours ago
No H1B
Key skills
Critical ThinkingSales
About this role
Role Overview
- 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)