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2024 Summer Internship Program - Sales Intern (Insurance Solutions) - Troy, MI

Learn more about Raymond James
Raymond James

Raymond James

2024 Summer Internship Program - Sales Intern (Insurance Solutions) - Troy, MI

Troy, MI
Internship
Paid
  • Responsibilities

    Description

    Raymond James Overview

    One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.

    Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.

    At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.

    We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

    Internship Program Overview

    Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the 10-week immersive experience, you will engage with and implement the firm's core values through our five guiding behaviors. Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future.

    To be eligible for the summer 2024 internship program, you must be a junior or senior standing candidate pursuing a bachelor's or master's degree in business or finance with a graduate date of May 2025. Most positions are based in St. Petersburg with other available locations depending on company need.

    Candidates who successfully complete the internship program have the opportunity to transition into a full-time role at Raymond James after graduation.

    Department Overview

    Insurance Solutions is focused on planning, protecting, and growing the financial well-being of each life served. They connect independent broker-dealers, registered investment advisors and financial planning professionals to the tools, technology and resources needed to strategically incorporate longevity planning and protective insurance solutions into their practice with ease. With over 190 team members, Insurance Solutions offers its expertise in annuities, life insurance and long-term care to deliver advanced education, dynamic marketing, and efficient operational business support to successfully evolve financial businesses ahead of an ever-changing financial planning marketplace.

    Job Summary

    Get your salescareer started alongside a team of hard-working professionals as you help develop engaging consultative experiences designed to expand relationships, positively impact lives, and grow business. Learn from salesleaders and creative production specialists to help increase your knowledge ofsales fundamentals.

    Internship Length: 10 weeks

    Start Date: May 28, 2024

    End Date: August 2, 2024

    Work Schedule: Monday through Friday, up to 40 hours per week

    Duties and Responsibilities

    • Exposure to Microsoft Dynamics 365 database management and best practices as it pertains to ongoing client relationships.
    • Conduct in-depth policy reviews.
    • Engage in sales focused relationship building activities, encompassing financial services, annuities, and insurance.
    • Schedule in-person or virtual appointments for Annuity or Life Consultants.
    • Manage a structured timeline of deliverables, adapting to shifting priorities, as necessary.
    • Run hypothetical illustrations to demonstrate the potential financial impact of employing stated solutions.
    • Manage team email inbox, completing or delegating tasks, to ensure a prompt and efficient responses.
    • Conduct in-depth annuity reviews utilizing insurance company contacts, DTCC, POV, Morningstar Annuity Intelligence and other systems as assigned by department.
    • Operates standard office equipment and uses required software applications.
    • Performs other duties and responsibilities as assigned.

    Qualifications

    Knowledge of

    • Utilizing Microsoft applications (Outlook, Word, PowerPoint).
    • Broker dealer operations.
    • Fundamental concepts, practices, and procedures of a professional office environment.
    • Basic concepts, principles, and practices of the securities industry or financial services.

    Skill In

    • Independent creative thinking and problem solving
    • Detail orientation to ensure quality standards are met without impairing workflow.
    • Follow-up to ensure resolution and completion of tasks.
    • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
    • Operating standard office equipment and using, or having the ability to learn, required software applications.

    Ability to:

    • Represent the company in a highly professional manner.
    • Interpret and implement sales and marketing project initiatives.
    • Deliver precision and high-quality standards in a fast-paced work environment.
    • Organize and prioritize multiple tasks and meet deadlines.
    • Communicate effectively, both orally and in writing.
    • Work independently and collaboratively within a team environment.
    • Provide a high level of customer service.
    • Establish and maintain effective working relationships.

    Educational/Previous Experience Requirements:

    • Rising senior or graduate student focusing on sales, marketing, business or financial services from an accredited college or university.
    • Any equivalent combination of experience, education, and/or training approved by Human Resources.

    Licenses/Certifications:

    • None Required.

    Location

    Hybrid position – Troy, MI office

    • No travel required.

    At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

  • Industry
    Financial Services
  • About Us

    Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, the firm now has locations across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF