Job summary
Job post source
This job is directly from SkyKey Financial
Job overview
The Financial Planning Intern at SkyKey Financial supports clients in securing their financial future by educating them on retirement and insurance options, contributing to client relationship growth.
Responsibilities and impact
The intern will educate clients on retirement and life insurance options, build and maintain 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 it is a 1099 contractor role without traditional benefits.
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, able to work independently and in teams, and be at least 18 years old.
Career development
The role provides ongoing training, support, and growth opportunities to advance one's career in financial planning.
Work environment and culture
SkyKey Financial promotes a client-focused, supportive environment with flexible work schedules and a team-oriented approach.
Company information
SkyKey Financial is a company focused on retirement and financial planning services, emphasizing client support and career growth.
Application process
Applicants are encouraged to apply promptly and update their Zoom display name before meetings for smooth communication.
Unique job features
The job features no cold calling as appointments are preset by the company's marketing group, offering a unique approach to client engagement.
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 highlight your passion for client-focused financial planning and your ability to educate clients on retirement and life insurance options, as emphasized by SkyKey Financial.
Showcase any relevant licenses such as a Life Insurance License or your willingness to obtain one, along with strong communication and sales skills, and a self-motivated, goal-oriented mindset.
Apply through multiple channels including SkyKey Financial's corporate website, LinkedIn, and other job boards to maximize your chances of being noticed for this internship.
Connect with current employees or team members in the retirement specialist or financial planning divisions at SkyKey Financial on LinkedIn, using ice breakers like commenting on their recent posts about client success stories or asking about their experience with the company’s flexible work culture.
Optimize your resume for ATS systems by incorporating keywords from the job description such as 'retirement specialist,' 'life insurance,' 'client relationships,' 'sales skills,' and 'self-motivated,' ensuring your application passes initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailoring your resume, applying through multiple platforms, and identifying LinkedIn contacts for networking, allowing you to focus more on preparing for interviews and career development.
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