Financial Representative Intern

TechMind RPO•Fort Lauderdale, FL

1d•Onsite

About The Position

Are you driven, coachable, and ready to build a meaningful career with unlimited income potential? Income, Impact, Independence; few careers offer all 3, we do. We are a national financial advisory firm looking for motivated individuals to join our team and help others achieve financial freedom. Whether you’re experienced in sales or simply passionate about helping others, this opportunity offers professional growth, mentorship, and a supportive team environment. Led by Managing Partner Joel Singer, our office is built on leadership, discipline, integrity, and service. Joel brings an extraordinary background to the financial industry.

Requirements

Positive, energetic, and professional attitude
Strong communication and people skills
Coachable, self-motivated, and driven to grow personally and professionally
Willingness to learn, get feedback, and apply training in a fast-paced environment
Full-time position

Nice To Haves

Sales or customer service experience preferred
215 license and/or investment licensing
Degree in Psychology and/or Finance
Bilingual or multilingual communication skills are a plus
High school or equivalent (Preferred)
English (Preferred)
215 Licenses/ Investment Licensed? (Preferred)

Responsibilities

Help individuals and businesses create smart financial and retirement strategies designed for long-term growth, protection and preservation of capital.
Present financial, insurance, and retirement planning solutions tailored to client needs while building lasting relationships.
Utilize proprietary budgeting and financial planning software to guide clients toward financial success and retirement readiness.
Educate clients on wealth accumulation, income protection, and retirement preparation options.
Setting appointments with prospective clients.
Maintain ongoing client communication, policy reviews, and continued financial support.