Financial Planning Intern jobs in United States
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SkyKey Financial ยท 5 hours ago

Financial Planning Intern

SkyKey Financial is looking for a motivated and client-focused Retirement Specialist to join their team. The role involves educating and assisting clients in selecting retirement options and life insurance policies while building and maintaining strong client relationships.

Financial Services

Responsibilities

Educate and assist clients in selecting the best retirement options and life insurance policies
Build and maintain strong client relationships
Stay up to date on industry regulations and products

Qualification

Life Insurance LicenseSales skillsCommunication skillsSelf-motivatedTeamwork

Required

Life Insurance License (or willingness to obtain)
Strong communication & sales skills
Self-motivated with a goal-oriented mindset
Ability to work independently and as part of a team
Must be at least 18 years old as required by state law

Benefits

Competitive commission-based pay(1099) + bonuses
Flexible work schedule
Ongoing training & support
Growth opportunities

Company

SkyKey Financial

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At Skykey Financial, we place immense value on our agents.

Funding

Current Stage
Late Stage
Company data provided by crunchbase