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 to help secure their financial futures.
Responsibilities and impact
The intern will educate clients on retirement and insurance options, build client relationships, and stay informed on industry regulations and products.
Compensation and benefits
The position offers competitive commission-based pay with bonuses, a flexible work schedule, ongoing training, and growth opportunities.
Experience and skills
Candidates should have or be willing to obtain a Life Insurance License, possess strong communication and sales skills, be self-motivated, and able to work independently and in a team.
Career development
The job offers ongoing training and support with opportunities for career growth within the company.
Work environment and culture
SkyKey Financial promotes a client-focused, supportive environment with flexible scheduling and no cold calling due to preset appointments.
Company information
SkyKey Financial specializes in financial planning and retirement services, focusing on client support and growth.
Application process
Applicants are encouraged to apply and update their Zoom display name for interview meetings to facilitate recognition and quick joining.
Unique job features
The role features preset client appointments by the marketing group, eliminating cold calling and supporting flexible work arrangements.
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
Position your resume to highlight your communication skills, sales experience, and any background in financial services or client education, as these align with the Retirement Specialist role at SkyKey Financial.
Emphasize your ability to build and maintain client relationships, your motivation and goal-oriented mindset, and any licenses or willingness to obtain a Life Insurance License, which are key qualifications.
Apply through multiple channels including SkyKey Financial's corporate website and LinkedIn to maximize your chances of being noticed for both part-time and full-time opportunities.
Connect with current employees or team members in the retirement or sales divisions at SkyKey Financial on LinkedIn; good ice breakers include asking about their experience with the company's marketing support system or seeking advice on succeeding in the role.
Optimize your resume for ATS by incorporating keywords such as 'retirement options,' 'life insurance,' 'client relationships,' 'sales skills,' and 'self-motivated,' directly from the job description to pass initial screenings.
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