Insurance and Financial Services Internship

The Financial Services & Insurance Solutions Intern will receive structured, real-worldtraining in core aspects of running and growing a financial services business. This includesexposure to business structuring, marketing strategy, insurance products, securitiesmarkets, client engagement, business and estate planning, and ethical compliance. Internswill work closely with licensed professionals and participate in workshops, mentorship, andproject-based assignments.

ABOUT THE JOB

Job Title: Financial Services & Insurance Solutions InternLocation: Santa Maria, CAPosition Type: Internship - Full-TimeDuration: 25 weeksCompensation: $80,000-$120,000Overview:We are seeking a motivated and detail-oriented intern to join our team as a Financial Services & Insurance Solutions Intern. This internship offers a hands-on learning experience and structured mentorship in the dynamic world of financial services. Interns will gain exposure to key aspects of running and growing a client-centered business, including insurance, investment strategy, marketing, business operations, and estate planning. This is an excellent opportunity for individuals interested in financial advising, business consulting, or entrepreneurship.Key Responsibilities: • Assist in the development and implementation of marketing strategies and client outreach initiatives • Participate in project-based assignments related to business structuring and operational efficiency • Shadow licensed financial professionals during client consultations and strategy sessions • Research and analyze insurance products, retirement plans, and securities markets • Support client relationship management through CRM updates, email follow-ups, and meeting prep • Help prepare materials for educational workshops, presentations, and client events • Gain an understanding of ethical compliance standards and industry regulations • Attend weekly mentorship meetings and professional development workshopsQualifications: • Currently pursuing or have a desire a degree in Finance, Business, Marketing, or a related field • Strong communication and organizational skills • Eagerness to learn and ability to adapt in a fast-paced environment • Proficient in Microsoft Office (Word, Excel, PowerPoint); familiarity with CRM systems is a plus • Interest in financial services, personal finance, entrepreneurship, or client advisory workWhat You’ll Gain: • Practical knowledge in financial services and business operations • Exposure to real-world business and estate planning strategies • Networking opportunities with experienced professionals in the field • Hands-on experience with tools, processes, and systems used in the financial services industry • A professional letter of recommendation upon successful completion of the internship

RESPONSIBILITIES

• Assist in the development and implementation of marketing strategies and client outreach initiatives
• Participate in project-based assignments related to business structuring and operational efficiency
• Shadow licensed financial professionals during client consultations and strategy sessions
• Research and analyze insurance products, retirement plans, and securities markets
• Support client relationship management through CRM updates, email follow-ups, and meeting prep
• Help prepare materials for educational workshops, presentations, and client events
• Gain an understanding of ethical compliance standards and industry regulations
• Attend weekly mentorship meetings and professional development workshops

QUALIFICATIONS

• Currently pursuing or have a desire a degree in Finance, Business, Marketing, or a related field
• Strong communication and organizational skills
• Eagerness to learn and ability to adapt in a fast-paced environment
• Proficient in Microsoft Office (Word, Excel, PowerPoint); familiarity with CRM systems is a plus
• Interest in financial services, personal finance, entrepreneurship, or client advisory work

BENEFITS

• Practical knowledge in financial services and business operations
• Exposure to real-world business and estate planning strategies
• Networking opportunities with experienced professionals in the field
• Hands-on experience with tools, processes, and systems used in the financial services industry
• A professional letter of recommendation upon successful completion of the internship

OTHER

Santa Maria California