2027 Sales Summer Internship

Heffernan Group; Walnut Creek (CA); On-site; USD 23,000 - 32,000; Part time

Job summary

Heffernan Group is offering a 2027 Sales Summer Internship in Walnut Creek, CA. The 10-week program provides hands-on exposure to insurance brokerage, with shadowing of experienced producers, client activities, and sales training to build relationships and deliver solutions.

Interns develop business, communication, relationship-building, and presentation skills while collaborating with internal teams and leaders.

Qualifications

• Must be a college student entering senior year.
• Interest in sales, business development, relationship management, or the insurance industry.
• Confident communicator who enjoys interacting with people.
• Curious, motivated, and willing to learn.
• Organized and able to manage multiple priorities.
• Collaborative and comfortable working as part of a team.
• Proactive and willing to take initiative.
• Ability to receive coaching and feedback and apply it to improve performance.

Responsibilities

• Shadow and work alongside experienced insurance producers and sales professionals.
• Learn how insurance brokers identify client needs and develop solutions.
• Gain exposure to the prospecting and business development process, including identifying potential clients and preparing for prospect conversations.
• Develop an understanding of insurance products.
• Assist with sales presentations, proposals, and other business development materials.
• Work with service and other internal teams to understand how sales opportunities transition into ongoing client relationships.
• Participate in insurance education and training opportunities.
• Complete an intern group project and present your work to Heffernan leadership.
• Participate in networking, mentoring, and professional development activities throughout the summer.

Skills

Communication

Confidence in speaking

Curiosity

Organization

Teamwork

Proactivity

Coachability

Independent work

Education

Senior-year college student

GPA 3.0+

Job description

2027 Sales Summer Internship

Department: Commercial Lines

Employment Type: Internship

Location: Walnut Creek, CA

Reporting To: President of Small Business

Compensation: $20.00 / hour

Description

Are you interested in a career where you can build relationships, solve problems, and make a meaningful impact for businesses and individuals?

Heffernan’s Insurance Sales Internship provides college students with hands-on exposure to the world of insurance brokerage and the opportunity to learn what it takes to build and grow a successful insurance business. Over the course of this 10-week program, you will work alongside experienced insurance professionals, participate in sales and client activities, learn about the insurance industry, and gain a firsthand understanding of the sales process from identifying opportunities and preparing for prospect meetings to developing relationships and delivering solutions.

This is an opportunity to experience the insurance industry beyond the classroom while developing valuable business, communication, relationship-building, and presentation skills.

Key Responsibilities

• Shadow and work alongside experienced insurance producers and sales professionals.
• Learn how insurance brokers identify client needs and develop solutions.
• Gain exposure to the prospecting and business development process, including identifying potential clients and preparing for prospect conversations.
• Develop an understanding of insurance products.
• Assist with sales presentations, proposals, and other business development materials.
• Work with service and other internal teams to understand how sales opportunities transition into ongoing client relationships.
• Participate in insurance education and training opportunities.
• Complete an intern group project and present your work to Heffernan leadership.
• Participate in networking, mentoring, and professional development activities throughout the summer.

What We Are Looking For

• Students entering their senior year of college. Graduating seniors will also be considered.
• Students Interested in sales, business development, relationship management, or the insurance industry.
• Confident communicators who enjoy interacting with people.
• Curious, motivated, and willing to learn.
• Comfortable presenting ideas and speaking with new people.
• Organized and able to manage multiple priorities.
• Collaborative and comfortable working as part of a team.
• Proactive and willing to take initiative.
• A minimum 3.0 GPA preferred.
• Ability to receive coaching and feedback and apply it to improve performance.
• Ability to work effectively both independently and collaboratively.
• Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits).

Why Heffernan?

At Heffernan, our mission is simple: Answer the Phone and Have Fun! We pride ourselves on creating an environment where people enjoy their work while delivering for our clients. As an intern, you'll work side-by-side with experienced professionals, build relationships across the organization, participate in networking and social events, and gain real-world experience that can help launch your career.

Regardless of your internship path, you’ll be part of a summer cohort and have opportunities to:

• Participate in insurance and professional development training.
• Meet with and learn from Heffernan leaders.
• Work on a team-based intern project.
• Attend networking, social, and community events.
• Participate in workshops focused on resumes, interviewing, personal branding, and career development.
• Receive one‑on‑one coaching and mentoring.
• Present your final project to Heffernan leadership.
• Build relationships with other interns and employees across the organization.

Heffernan Habits (Expectations):

These are practices that represent our unique culture.

• Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
• Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.