Financial Services InternLooking to gain real-world experience in financial services while building skills that will benefit you long after graduation? Our State Farm agency is seeking a motivated Financial Services Intern to support our Investment Planning Services (IPS) and life insurance team. This internship offers hands-on exposure to customer communication, financial services, insurance, and business operations. You'll work alongside experienced professionals, participate in client meetings, and help deliver an outstanding customer experience - all while developing valuable professional skills. Whether you're exploring a career in financial services, insurance, sales, or business, this internship provides meaningful experience in a supportive, team-oriented environment.What You'll Do:Customer Outreach Contact existing agency customers using a structured outreach process (no cold calling)Introduce our Investment Planning ServicesSchedule a minimum of four Investment Planning appointments each weekMaintain accurate outreach and scheduling recordsClient Meeting Support Attend Investment Planning appointments with advisorsTake detailed meeting notes and capture key discussion pointsTrack action items and follow-up tasksHelp create a professional, customer-focused experienceAdministrative & Operational Support Assist with applications, documentation, and post-meeting follow-upCoordinate next steps with team membersKeep customer communications organized and professionalUtilize agency technology and systems to improve efficiencyWhat You'll Learn:How financial services and insurance products help individuals and familiesHow financial professionals prepare for and conduct client meetingsCustomer relationship management and professional communicationSales, operations, and business development fundamentalsIndustry software and agency workflowsWhat a career in financial services and insurance looks likeQualifications:Currently enrolled in a college or university programInterest in finance, business, insurance, economics, or a related fieldStrong communication and interpersonal skillsComfortable speaking with customers over the phoneOrganized, detail-oriented, and eager to learnProfessional attitude with a positive, team-first mindsetThis internship is more than just administrative work. You'll gain meaningful exposure to the financial services industry while working alongside experienced professionals who are invested in your growth. If you're looking for an opportunity to build practical experience, develop professional skills, and explore a career in financial services, we'd love to meet you. Compensation: $20.00 per hourMy team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Wilsonville, OR and help customers with their insurance and financial services needs, including:Auto insuranceHome insuranceLife insuranceRetirement planningState Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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