Financial Services Intern: IPS & Insurance Team

Jaypuppo; Wilsonville (OR); On-site; USD 21,000 - 28,000; Part time

Benefits offered by this job

Competitive pay

Opportunity for advancement

Training & development

Bonus based on performance

Flexible schedule

Job summary

State Farm agency is offering a Financial Services Intern position to gain real-world experience in financial services, insurance, and client operations. You'll work with the Investment Planning Services and life insurance teams alongside seasoned professionals, supporting client meetings and documentation.

Responsibilities include outreach to existing customers, scheduling Investment Planning appointments, taking meeting notes, and helping deliver a professional customer experience while

Qualifications

• Currently enrolled in a college or university program.
• Interest in finance, business, insurance, economics, or a related field.
• Strong communication and interpersonal skills.
• Comfortable speaking with customers over the phone.
• Organized, detail-oriented, and eager to learn.
• Professional attitude with a positive, team-first mindset.

Responsibilities

• Customer Outreach - Contact existing agency customers using a structured outreach process (no cold calling).
• Introduce our Investment Planning Services.
• Schedule a minimum of four Investment Planning appointments each week.
• Maintain accurate outreach and scheduling records.
• Attend Investment Planning appointments with advisors and take detailed meeting notes.
• Track action items and follow-up tasks.
• Help create a professional, customer-focused experience.
• Administrative & Operational Support - Assist with applications, documentation, and post-meeting follow-up.
• Coordinate next steps with team members.
• Keep customer communications organized and professional.
• Utilize agency technology and systems to improve efficiency.

Skills

Strong communication

Interpersonal skills

Phone communication

Teamwork

Organized

Learner mindset

Education

Currently enrolled in college

Job description

State Farm agency is offering a Financial Services Intern position to gain real-world experience in financial services, insurance, and client operations. You'll work with the Investment Planning Services and life insurance teams alongside seasoned professionals, supporting client meetings and documentation.

Responsibilities include outreach to existing customers, scheduling Investment Planning appointments, taking meeting notes, and helping deliver a professional customer experience while