
College Financial Representative Internship
- Chicago, IL
- Contract
- Full-time
- Full-time student (unless in your final semester of school)
- Must be authorized to work in the U.S.
- Must be within commuting distance to one of the five offices listed below during the internship
- Skokie, IL
- West Loop, IL
- Elgin, IL
- Vernon Hills, IL
- Lombard, IL
- Build your client base through prospecting and networking
- Call on potential clients and set meetings to understand their financial goals
- Prepare plans and offer useful recommendations
- Gain exposure to planning software platforms
- Get licensed with your Life, Accident, and Health insurance license
- Participate in weekly coaching, training, and development meetings
- Full-time student; juniors and seniors preferred
- Entrepreneurial and curiosity for sales
- Highly involved on campus (leader, campus orgs, student government, etc)
- Excellent time-management skills
- Interest in financial literacy and planning tools
- Business savvy
- Commissions
- Development Stipends
- Productivity Bonuses
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
- #90, Fortune 100 company (2021)
- Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020
- 4.75+ million clients and growing1
- $224 billion2 (retail investment client assets held or managed)
- Forbes' Best Employers for Diversity (2018-2020)
- Unsurpassed financial strength3
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)