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Five Rings Financial
10268 W. Centennial Rd.
Posted: July 28 2016
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Five Rings Financial is a locally owned education-based company that focuses on helping Middle Americans to understand basic money principles while providing customized retirement solutions and wealth transfer strategies. Our company believes that we have an education problem in America. We go to school for 12 to 16 years and learn skills like reading, writing and arithmetic but never learn basic fundamental concepts that can guide us to financial freedom and security.
As a Financial Services Intern, you will be introduced to to the basic fundamentals of the Financial Services industry including networking and prospecting, 1 on 1 client appointments, lead utilization and follow up, creating customized retirement and wealth transfer plans, and brand marketing strategies.
As an Entry-level Intern, you will be given the opportunity to learn valuable personal and professional life skills such as effective communication, public speaking, networking, behavioral influence, professionalism, selling, goal setting, and leadership.
ResponsibilitiesEssential Duties and Responsibilities:
Initiates one-on-one relationships through prospecting, lead utilization, local market and community involvement.
Participates in training workshops and live training events
Maintains professional standards client relationships
Conduct 1 on 1 Appointments/Interviews with Field Trainer/Mentor
Drive face-to-face client appointments through effective marketing channels and prospecting campaigns
Promotes and Attends Live Educational Events
RequirementsDesired Core Competencies:
Excellent communication skills both written and verbal
Action-oriented and Self-motivated
Strong organizational, time-management and follow through skills
Focused, Strategic and Goal-oriented
Relationship building and networking skills
Trustworthy and Disciplined