Financial Services Intern Summer 2025

This application is an application for the following locations: Lisle, IL - Indianapolis, IN - Fort Wayne, IN - Crown Point, IN - Cincinnati, OH - Columbus, OH - Madison, WI - Milwaukee, WI
Why wait for graduation to begin your career? With an internship at WestPoint Financial Group (WPFG), you can get a jump-start on your future. Be a part of a program where your local community is your classroom and financial success is your grade.
Is it for Me?
* Are you looking for an internship clerically geared that includes getting coffee, filing and making photocopies - then this opportunity is NOT for you
* Finding out what it takes to be a Financial Advisor where you help others build a secure future is what this is all about by learning a sales process, consulting, and business development skills
* You can expect hands-on learning experience that builds the foundation to become a full time Financial Services Professional
* WPFG believes in a structured training plan, during the internship you will be exposed to a diverse training curriculum including:
* Sandler Selling System
* In-house product specialists
* Weekly coaching with mentor and sales unit
* WestPoint Financial Group financially supports obtaining your life and health insurance license which is a professional license needed to consult sell insurance-based products
Responsibilities
* Prospecting, marketing and business development
* Setting appointments and meeting with prospective clients
* Providing financial solutions for clients through fact gathering and needs analysis software
* Expanding personal knowledge and skills through joint work appointments with your mentor
Qualifications
* Must be pursuing a bachelor's degree with the expected graduation date between December 2025 - July 2026
* Must be able to commute to office location (Lisle, IL - Indianapolis, IN - Fort Wayne, IN - Crown Point, IN - Cincinnati, OH - Columbus, OH - Madison, WI - Milwaukee, WI)
* Candidate must be legally authorized to work in the United States without limitation or sponsorship now or in the future (e.g., OPT, H-1B visa, TN, etc.).
* Strong interpersonal skills
* Presentation and organization skills
* Self-motivated, goal-oriented and strong work ethic