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Financial Consultant Summer Internship

Get real world experience in the Finance Industry. Perfect for college seniors considering going into a consulting position following graduation. Get your foot in the door now and set yourself up for a fast start next year!This is an in-person internship. On location at our Wall Branch office.Days will consist of:• Educational meetings• Client strategy sessions and development• Outreach to setup meetings with new prospectsOutreach Duties:- You will be performing various methods of cold outreach, mainly through phone calls-Contact and schedule leads through various marketing strategies and techniques- Conduct outbound calls to potential clients to schedule appointments for the licensed advisors- Maintain accurate and up-to-date records of all leads, appointments, and metrics- Collaborate with your assigned Advisor to ensure smooth handoff of leads and appointments- Follow up with potential clients to confirm appointments and address any questions or concerns- Meet or exceed monthly appointment generation targets.-**Must be driven, comfortable on phones, and able to set minimum 10 meetings each week**Skills:- **Ideally have prior experience with cold calling and scheduling introductory appointments**- Excellent communication skills, both verbal and written- Strong persuasive and negotiation abilities- Ability to build rapport with potential clients over the phone- Good organizational skills and attention to detail- Proficient in using Microsoft Excel- Self-motivated and able to work independently, self accountabilityThis is a great opportunity for someone who has interest in creating a future in the financial industry, enjoys interacting with people, has a passion for business development and sales, and wants to contribute to helping change people's lives. If you are results-oriented, have excellent communication skills, and want to be paid what you are worth, we would love to hear from you. Apply now!Job Types: Contract, InternshipPay: Up to $25.00 per hourExpected hours: 5 – 15 per weekBenefits:• Flexible scheduleEducation:• Associate (Preferred)Experience:• Cold Calling: 1 year (Required)Language:• English (Required)Shift availability:• Day Shift (Preferred)• Night Shift (Preferred)Work Location: Hybrid remote in Township of Wall, NJ 07719
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CEO of Equitable Advisors
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Mark Pearson
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Equitable Advisors is an established financial services leader, helping clients reach their goals through investment services, risk management and financial planning. Equitable Advisors focuses on a face-to-face consultative relationship with clie...

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Contract, hybrid
DATE POSTED
July 29, 2024

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