Job summary
Job post source
This job is directly from SkyKey Financial
Job overview
The Financial Planning Intern role at SkyKey Financial involves assisting clients with retirement and life insurance options, contributing to client financial security and company growth.
Responsibilities and impact
The intern will educate clients on retirement and insurance products, build client relationships, and stay informed on industry regulations and products.
Compensation and benefits
The position offers competitive commission-based pay with bonuses, flexible scheduling, ongoing training, and marketing support with preset appointments, but is a 1099 contractor role.
Experience and skills
Candidates should have or be willing to obtain a Life Insurance License, possess strong communication and sales skills, be self-motivated, goal-oriented, and able to work independently and in teams; must be at least 18 years old.
Career development
The role offers growth opportunities and ongoing training to advance the candidate's career in financial planning.
Work environment and culture
SkyKey Financial promotes a client-focused, supportive environment with flexible work schedules and team collaboration.
Company information
SkyKey Financial specializes in retirement and life insurance financial services, focusing on client financial security and growth.
Application process
Applicants are encouraged to apply directly and update their Zoom display name for interview meetings.
Unique job features
The job features no cold calling as appointments are preset by a marketing group, offering a unique support system for sales activities.
Company overview
SkyKey Financial is a financial services company specializing in retirement planning and wealth management solutions. The company focuses on providing personalized financial advice and support to clients, helping them achieve their long-term financial goals. SkyKey Financial appears to prioritize client-centric services, as evidenced by their recruitment of roles like Retirement Specialists. While specific historical details are not provided, their operations suggest a commitment to guiding clients through tailored financial strategies.
How to land this job
Tailor your resume to showcase your communication and sales skills, emphasizing any experience or coursework related to financial planning, client education, or retirement products to align with SkyKey Financial’s Retirement Specialist role.
Highlight your ability to work independently and as part of a team, and mention any licenses you hold or your willingness to quickly obtain a Life Insurance License, as these are key qualifications for the position.
Apply through multiple channels including SkyKey Financial’s official corporate website, LinkedIn job postings, and reputable job boards to maximize your application visibility.
Connect with current employees or team members in the Retirement Specialist or Financial Planning division at SkyKey Financial on LinkedIn. Use ice breakers like commenting on their recent company updates, asking about their experience with the flexible work schedule, or inquiring how the appointment-setting marketing group supports their daily workflow.
Optimize your resume for ATS by incorporating keywords from the job description such as “retirement options,” “life insurance policies,” “client relationships,” “sales skills,” and “self-motivated.” This ensures your resume passes initial automated screenings.
Leverage Jennie Johnson’s Power Apply feature to automate tailoring your resume, identify the best application channels, and find relevant LinkedIn contacts, allowing you to focus more on preparing for interviews and networking effectively.
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