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DescriptionCompany- We are the number one financial services company in North America. We have over 15 different partners that we market financial services through. Thus, we are seeking interns that want to learn all they can about helping families properly manage their finances, build investment portfolios, as well as train and retain new hires.
Responsibilities-Make calls to current and potential clients
-Schedule interviews and consultation appointments
-Create financial gameplans for families (after trained)
-Present PowerPoint presentations
-Coursework including either business (acct, fin, econ) or education courses
-Sales or telemarketing experience preferred