Job Description
Job Description
Job Description
Benefits:
- Competitive pay
- Opportunity for advancement
- Training & development
- Bonus based on performance
- Flexible schedule
Position Overview: Looking to gain real-world experience in financial services while building skills that will benefit you long after graduation? Our State Farm agency is seeking a motivated
Financial Services Intern to support our Investment Planning Services (IPS) and life insurance team.
This internship offers hands-on exposure to customer communication, financial services, insurance, and business operations. You'll work alongside experienced professionals, participate in client meetings, and help deliver an outstanding customer experience - all while developing valuable professional skills.
Whether you're exploring a career in financial services, insurance, sales, or business, this internship provides meaningful experience in a supportive, team-oriented environment.
What You'll Do: - Customer Outreach
- Contact existing agency customers using a structured outreach process (no cold calling)
- Introduce our Investment Planning Services
- Schedule a minimum of four Investment Planning appointments each week
- Maintain accurate outreach and scheduling records
- Client Meeting Support
- Attend Investment Planning appointments with advisors
- Take detailed meeting notes and capture key discussion points
- Track action items and follow-up tasks
- Help create a professional, customer-focused experience
- Administrative & Operational Support
- Assist with applications, documentation, and post-meeting follow-up
- Coordinate next steps with team members
- Keep customer communications organized and professional
- Utilize agency technology and systems to improve efficiency
What You'll Learn: - How financial services and insurance products help individuals and families
- How financial professionals prepare for and conduct client meetings
- Customer relationship management and professional communication
- Sales, operations, and business development fundamentals
- Industry software and agency workflows
- What a career in financial services and insurance looks like
Qualifications: - Currently enrolled in a college or university program
- Interest in finance, business, insurance, economics, or a related field
- Strong communication and interpersonal skills
- Comfortable speaking with customers over the phone
- Organized, detail-oriented, and eager to learn
- Professional attitude with a positive, team-first mindset
Why Join Us? This internship is more than just administrative work. You'll gain meaningful exposure to the financial services industry while working alongside experienced professionals who are invested in your growth. If you're looking for an opportunity to build practical experience, develop professional skills, and explore a career in financial services, we'd love to meet you.
Job Tags
Internship, Flexible hours