As full-time college students, interns in the Network generally work 15 to 20 hours per week developing business- and client-building skills. In most ways, our interns follow the same process for establishing their careers as our Financial Representatives.
As you build your business, you will:
Meet With Clients - You'll set up appointments to discuss your clients' current financial situation.
Analyze the Client's Situation - After extensive fact-finding, you’ll uncover long-term goals that you will use to help determine your client’s needs.
Make Recommendations - After evaluating your client’s current situation and goals, you'll determine what products can help fill their needs and present appropriate solutions to your client.
Provide Ongoing Service - You’ll continue to work with your clients beyond the close of the sale. Most financial representatives contact their clients twice per year to determine whether their needs have changed, and keep them aware of the resources available to them.