Financial Services Intern
Position Overview:
This internship provides hands-on experience in the financial services industry while working directly with senior leadership. The Financial Services Executive Assistant Intern will learn the intricacies of Life Insurance, Retirement Planning, and Wealth Management, gaining exposure to real client strategies and industry best practices.
Key Responsibilities:
Learn and support the full sales pipeline for life insurance, annuities, and wealth-management solutions.
Assist with organizing client files, preparing case notes, and tracking follow-up actions.
Participate in training sessions to understand core financial strategies, retirement planning concepts, and product designs.
Support the Executive and Advisors with scheduling, client preparation, and sales process management.
Help maintain CRM systems and ensure accurate data entry for all sales activity.
Observe client appointments (when appropriate) to learn communication and advisory techniques.
Contribute to research, product comparisons, and presentation materials.
What You Will Learn:
The fundamentals and advanced concepts behind life insurance, annuities, and retirement-income planning
How financial professionals structure and present solutions
The sales process from lead generation to case close
Compliance, documentation, and operational workflows within a financial agency
Career pathways in financial planning, wealth management, and insurance advisory work
Ideal Candidate:
Interested in financial services or business management
Strong organizational and communication skills
Coachable, detail-oriented, and eager to learn
Comfortable working in a fast-paced, growth-driven environment
Career Path & Growth Opportunity:
This internship is designed to launch a long-term career in the financial services industry. High-performing interns may progress into roles such as Financial Services Assistant, Licensed Producer, or Associate Advisor—offering unlimited growth potential within a rapidly expanding agency.