Sales Intern

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive training programs

Growth opportunities

Team-building activities

Job summary

Peak Retirement Planning, Inc. is looking for dedicated individuals who embody a growth mindset and are excited to join a rapidly growing team in Columbus, Ohio. We emphasize hiring top-notch candidates who are not just looking for a job but for a long-term career.

Our culture is built around extreme dedication to client service, teamwork, and personal growth. We provide comprehensive training programs designed to equip team members with the necessary skills to excel as financial planners.

Qualifications

• Must be elite at their job and internally motivated to succeed.
• Willing to go above and beyond for team members and clients.
• Excited to join a fast-growing startup environment.

Skills

Hardworking

Grit

Team-oriented

Growth mindset

Job description

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years.In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone.

What We Look For

A+ Player

• Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
• Dislikes working with B and C players.
• Does not need to be told twice what to do.

Foxhole Team Member

• Has a servant's heart and a purpose bigger than themselves.
• Will help a team member fix a flat on the side of the road at 6am.
• Goes above and beyond to provide a "White Glove Service" to our clients.

Rocketship Mentality

• Excited to join a fast-growing startup with extreme upside.
• Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
• "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).

Peak Training Programs

• Peak University - Our three-month advisor/client service training program, consisting of one-hour of training sessions every day with an experienced advisor.
• Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
• Intern Bootcamp - An additional hour each day for interns to have time with experienced advisors to get questions answered and do further advisor training.
• Trainual - Over 120+ hours of training content built exclusively for Peak Retirement Planning, Inc. team members.
• Sit in on client sessions
• Mock Client Reps - Our training program provides opportunities to practice presenting financial information as an advisor would to a client.