Title: College Financial Professional Intern
Company: The Moody Street Group, LLC
Reports to: Managing Partner
Hours: Flexible
Compensation: Choice of commission or deferral of commission until completion of the Internship or Appoint to Career Agent Status. Weekly stipend for two-week Launch school Payment of Licensing Fees. Unpaid for school year. Paid for summer.
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Summary of Responsibilities:
Complete temporary contract requirements necessary to enable the College Intern to become, a Financial Services Representative upon completion of the Internship. ___________________________________________________________________
Requirements: Summer All licences paid by company
· Pass the State, Life, Accident and Health Exam (estimated time for completion 40 to 50 Hours)
· Complete a project 300 market evaluation. (estimated time for completion 15 hours)
· Complete 10 market surveys. (estimated time for completion 30 hours)
· Complete formatting of project 300. (estimated time for completion 40 to 50 hours)
· Memorize and present initial 6-3 prospecting and promotion marketing presentation (estimated time for completion 15 hours)
Optional:
· Complete necessary study and registration for the Series 6 and Series 63 Securities Registrations (estimated time for completion 50 hours)
· Complete Two Intensive Launch School (estimated time for completion 80 Hours)
· Complete 12 week new agent Center of Excellence online learning (estimated 4 hours per week completed or 48 hours for completion)
Knowledge/Skills/Competencies Required:
· Strong computer skills
· Strong telephone and interpersonal skills
· Good organization and time management skills
· Strong attention to detail
· Ability to adapt to change and work efficiently within a variety of situations
· Willingness to assume additional responsibilities