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 building and company growth.
Responsibilities and impact
The intern will educate clients on retirement and life insurance options, maintain strong 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 support, 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 goal-oriented, and able to work independently and in a team.
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 scheduling and a marketing team that sets appointments to avoid cold calling.
Company information
SkyKey Financial specializes in financial planning and retirement services, focusing on helping clients secure their financial futures.
Team overview
The intern will join a team supported by a marketing group that schedules client appointments, facilitating efficient client engagement.
Application process
Applicants are encouraged to apply directly and prepare for Zoom meetings by updating their display names for easy recognition.
Unique job features
Unique features include no cold calling due to preset appointments by the marketing group and flexible part-time or full-time work options.
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, client relationship management, and any experience or willingness to obtain a Life Insurance License, as these are central to the Financial Planning Intern role at SkyKey Financial.
Emphasize your ability to work independently and as part of a team, your goal-oriented mindset, and any sales or client education experience to align with the job's responsibilities and qualifications.
Apply through multiple channels such as SkyKey Financial's corporate career site, LinkedIn, and other job boards where the position is posted to maximize your application visibility.
Connect with current Retirement Specialists or team members at SkyKey Financial on LinkedIn; use ice breakers like commenting on their recent posts about retirement planning or expressing interest in how SkyKey supports client success without cold calling.
Optimize your resume for ATS by incorporating keywords from the job description like 'retirement options,' 'life insurance,' 'client relationships,' 'self-motivated,' and 'sales skills' to ensure it passes initial screenings.
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