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Financial Services Internship (Spring Semester)

Treloar & Heisel Inc

Financial Services Internship (Spring Semester)

New Castle, PA
Part Time
Paid
  • Responsibilities

    INTERNSHIP OUTCOME:

    As a Treloar & Heisel Financial Services Intern, you will develop the skills necessary for success. You will bementored by our Director of Operations in addition to working closely with our Financial Services Professionalsand Wealth Managers at our corporate office. Throughout this internship, you will gain product and industryknowledge, as well as help build and develop client relationships to promote our products and services. Thisinternship should give you the opportunity to learn about the insurance and wealth management businesses.

    INTERNSHIP DUTIES:

    Financial Services:

    Gain financial services experience by shadowing Financial Services Professionals and Regional Directors

    Work with Financial Services Professionals to identify prospective customers using established lead generation methods

    Conduct prospect and client calls on behalf of the organization

    Learn and become proficient in Client Relationship Management (CRM) systems

    Assist in the design and implementation of national sales campaigns

    Conduct market research for strategic business planning

    Wealth Management:

    Assist with all financial planning obligations including; information entry, uploading client information and writing basic financial plans.

    Shadow client discovery calls, 401(k) plan setups, investment advising, and financial plan deliveries

    Contact prospective clients regarding financial plans, 401(k) plans, and other retirement and investment options

    Research investment portfolio holdings

    Assist with the creation of benchmarking and performance reports

    (Programs that will be learned during this internship: eMoney, Redtail, Riskalyze, FirmPlus, ClientWorks, etc.)

    INTERNSHIP REQUIREMENTS:

    • Must have excellent organizational skills, attention to detail, and the ability to prioritize in a changingenvironment.• Must have strong interpersonal skills and follow-up skills.• Proactive problem prevention and issue resolution leadership ability.• Strong verbal and written communication skills required.• Ability to work independently and as part of a team.

    ADDITIONAL NOTES:

    A current college student who is interested in learning about the insurance industry and financial plans. Treloar& Heisel uses its internship opportunities as working interviews for full time employment.