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Peak Retirement Planning

Sales Intern

Sales & Account ManagementUpdated on Nov 13
Internship · Year-roundColumbus, OH, USA$20 - $30 /hr

About the Job

Requirements

  • Applicants should be highly driven, hardworking, persistent, self-motivated, and able to take initiative without repeated direction.
  • Applicants should be service-oriented, support teammates, and provide white-glove service to clients.
  • Applicants should be aligned with the firm’s mission, values, and standards and interested in professional, personal, physical, and spiritual growth.

Responsibilities

  • Attend client sessions and work toward authorization to make calls to prospective clients.
  • Participate in daily advisor training sessions with an experienced advisor.
  • Participate in daily leadership and professional development training during the first month.
  • Use the daily intern training hour to ask experienced team members questions and receive additional advisor training.
  • Participate in CEO-led sessions covering the firm’s mission, values, direction, industry experience, and advice to interns.
  • For interns who are excelling and demonstrate long-term team-member qualities, participate in one-on-one lunches with experienced team members.
  • Participate in one-on-one growth discussions with internship program leaders.
  • Participate in the Kingdom Advisors Study Group to learn about integrating faith with finances.

Desired Qualifications

  • Prioritize a long-term career with the firm; the employer aims to offer continued employment to interns who perform exceptionally and align with its values and standards.

About the Company

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