Financial Representative Intern Resume Samples

A Financial Representative Intern works under a professional financial advisor and learns the nuances of the job. Work activities commonly listed on the Financial Representative Intern Resume are – providing support to the senior financial planners, conducting research, drafting, and other tasks; evaluating potential customers, leading and assisting customers in picking right financial products; guiding in current holdings, and investment capital, and maintaining a positive relationship with management.

Interns to qualify for this role and to succeed in the career need the following qualifications – knowledge of mutual funds, securities, and insurance industries, comfortable using computers for various tasks, experience in providing financial advice, passion to learn the job, and sales experience. An eligible resume will denote a degree in finance or accounting as a minimum educational requirement.

 

Financial Representative Intern Resume example

Financial Representative Intern Resume

Objective : Highly qualified Financial Representative Intern with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : Microsoft Powerpoint, Financial Skills.

Description :

    1. Ranked as a top ten internship program nationally.
    2. Finished internship ranked as the #9 intern out of 53 interns in the Chicagoland area.
    3. Ranked fourth in premium sales of all Chicagoland five year and under Financial Representatives during the fifth week of the internship.
    4. Sold multiple policies totaling thousands of dollars in premiums.
    5. Cold called contacts to schedule factfinder meetings.
    6. Met with clients to determine personal financial needs.
    7. Presented and recommended to clients a Personalized Planning Analysis.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.B.A In Finance


Financial Representative Intern Resume

Headline : Seeking an Accounting Assistant position at your company. I will be utilizing my knowledge of customer care, mathematic proficiency and computer proficiency. A motivated and hard-working individual with a strong desire to build expertise in marketing and communications area. A team player who is ready to go the extra mile.

Skills : Microsoft Office, Sales, Social Media.

Description :

    1. Conducted meetings with prospects and clients.
    2. Ran illustrations and personal planning analysis on company database.
    3. Managed a personal business schedule.
    4. Selected for internship awards based on premium and lives sold.
    5. Worked closely with full time Financial Representatives.
    6. Maintained a heavy calendar - planned and scheduled meetings and teleconferences with prospecting clients.
    7. Attended weekly team meetings to further expand knowledge of company products.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Business Administration


Financial Representative Intern Resume

Objective : Financial Representative Intern with two years of experience in a fast-paced, detail oriented environment. Excellent communication and listening skills. Track record of exceeding expectations in the credit analyst role and maintaining a low defect rate while surpassing departmental goals for loans processed.

Skills : Microsoft Power Point, Credit Analysis.

Description :

    1. Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.
    2. Sought out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
    3. Ensure that policy requirements are fulfilledd, including any necessary medical examinations and the completion of appropriate forms.
    4. Customized insurance programs to suit individual customers, often covering a variety of risks.
    5. Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
    6. Calculated premiums and establish payment method.
    7. Provided information to prospective clients pertaining retirement and insurance planning.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts In Economics

Financial Representative Intern Resume

Headline : Recent Graduate with experience in the financial sector, including administration, reporting, and marketing for the insurance and investment management industries, looking for a position with growth and long term potential; A highly motivated, focused individual who is a team player, learns quickly, and communicates well; looking to begin a long term career in the financial services industry and willing to go the extra mile in order to achieve my goals.

Skills : Financial Services, Sales Representative, Financial Analysis.

Description :

    1. Helped Individuals and their families become financially secure by suggesting custom products for each individual's specific needs.
    2. Worked independently, met personal and professional goals promptly and on time.
    3. Internship was filled with customer service experience, when helping clients from the first initial meeting and keeping a good relationship with them from then on was key.
    4. Interviewed potential clients, gather financial information and what personal and professional goals are most important to them.
    5. Put that information into software and creating a financial plan and suggestions to further satisfy there financial needs.
    6. Used Northwestern Mutual Personal Plan Analyzed Software to come up with personal plans that would be presented to clients.
    7. Provided expert guidance and innovative solutions for individuals and businesses to help meet their financial goals and objectives at every life stage.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts

Financial Representative Intern Resume

Objective : Seeking a Financial Representative Intern position with a company whom will require me to utilize my skills and interests in business development, leadership, and customer service to ensure the company's success. Ideally this position would be within Information Technology or the Equine Industry as I have strong knowledge of both.

Skills : MS office, Sales.

Description :

    1. Performed cold and referral phoning at least 40 dials per day.
    2. Kept a minimum of 15 appointments a week, 60 kept a month.
    3. Negotiated with prospective clients to implement my suggestions around a personal financial plan.
    4. Displayed high attention to detail with my follow-through with clients and daily activities.
    5. Offered substantial advice for clients in regards to risk management, wealth accumulation, and estate planning.
    6. Passed both licensee exams for life and disability insurance.
    7. Determined customers' financial services need and prepare proposals to sell services that address these needs.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Financial Representative Intern Resume

Objective : As a Financial Representative Inter, responsible for Performing a financial analysis of their current financial situation and recommended a course of action to achieve goals and objectives, Ranking among the top 5 interns for the southeastern U.S.

Skills : Inventory Management, Excel, Financial Statements, Financial Analysis, Accounting.

Description :

    1. Learned the language of the business and communicate effectively with clientele.
    2. Developed lifelong skills that will help me leverage my talents and connect with consumers.
    3. Established and provided financial plans to fulfill the client's needs over their lifetime.
    4. Learned how to use the company's Personalized Planning Process.
    5. Improved my classroom learning while Establishing my own brand within the #1 Internship in the Country.
    6. Built a client base of over 300+ clients in 3 weeks.
    7. Contacted prospective customers to present information and explain available services.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Bachelor's

Financial Representative Intern Resume

Headline : To obtain a Financial Representative Intern position with your company that utilizes my education, skills, work ethic, and leadership abilities to improve efficiency and increase profit.

Skills : Microsoft Office, Visio, SPSS, Minitab, SQL, Standard Operating Procedures, Process Maps, Star Schemas, Microsoft Outlook, Report Builder.

Description :

    1. Licensed in life, disability, and health insurance sales.
    2. Received NMFN Power of 10 Award.
    3. Selected as one of four women out of 80 interns within the firm.
    4. Completed training in sales and financial products.
    5. Worked as a financial representative helping individuals and families to create financial security.
    6. Prepared forms or agreements to complete sales.
    7. Gained real world business experience while working alongside accredited financial representatives.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts In Management

Financial Representative Intern Resume

Objective : Responsible for Helping you master our personalized planning process to provide financial solutions tailored to each clients needs over his or her lifetime, and alsoBuilding a business from the ground up with support from mentors and sales/finance training tools.

Skills : MS Office, Financial Skills, Organizational Skills.

Description :

    1. Experienced was related to building your own financial clientele base and maintaining customer relations, all while furthering knowledge on product and customer relations.
    2. Furthermore, we extrapolated from various representatives what we believed would be the most beneficial forms of approaching clients in order to develop our own skills further.
    3. Prepared a financial analysis based on their goals and objectives after our preliminary meeting and lastly propose this analysis to them at a later date.
    4. Generated over five policies and new clients within my personal financial practice Developed professional networking and communication skills through individual financial consulting Became licensed for health, accident, and life insurance through challenging courses and state exams Prepared personal financial assessments and developed comprehensive financial planning Skills Used Entrepreneurship Interpersonal Skills Networking Confidence Likability Time Management Budget Analytics.
    5. Licensed Insurance producer in the State of Washington;Maybe put this in the skills section.
    6. Managed a social network through referrals.
    7. Coordinated business meetings with new referrals.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's

Financial Representative Intern Resume

Objective : Seeking a Financial Representative Intern position in a challenging environment which allows for opportunity to gain expertise in the financial services industry while utilizing knowledge gained through education and professional experience. Profile/Summary of Qualifications Highly organized and detail-oriented professional with experience in working with a team and adapting to challenges.

Skills : Fluent in Portuguese and Spanish, proficient with MS Office applications.

Description :

    1. Assisted in financial investment analysis, tax strategies, and insurances.
    2. Organized and worked with sensitive client files and transcribed them into e-files.
    3. Prepared applications and policies for prospects, clients, and investors.
    4. Made confirmation phone calls, cold calls, and greeted clients.
    5. Managed calendar and marketing materials, as well as created marketing feeders for clients.
    6. Developed business through warm and cold network relations either over the phone or in person.
    7. Attended training sessions pertaining to the daily work is a big part of completing the internship.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science In Finance

Financial Representative Intern Resume

Objective : Provide leadership to plan, direct and coordinate management program activities in areas of finance and procurement. Display dedication and determination in all endeavors with diligent attention to details for optimal end results. Detail oriented with strong work ethic, problem solving, communication, interpersonal and teamwork skills.

Skills : Purchasing, Finance, Inventory control.

Description :

    1. Obtained Life and Health Certification.
    2. Developed time management, budgeting, and listening skills by running my own business as a college intern.
    3. Established a client base by building trusting relationships with clients and their families ensuring effective communication about needs and long-term financial goals.
    4. Analyzed the financial situation of the client and formulated a suggested needs-based solution for the client through an extensive fact-finding process.
    5. Gained knowledge about multiple financial tools.
    6. Became a fully contracted Life, Health, and Long Term Care Producer.
    7. Worked at a very professional office where networked with both other professionals and potential clients.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's In Economics