Overview
Gainhands-onexperienceinthefinancialplanningfieldasaninternforAllianceFinancial
Services,alocallyownedandoperatedfinancialservicesorganization.Thispositionis
locatedinLubbock,TexasandmayincludetraveltoofficesinDallas,Texasand
Albuquerque,NewMexico.
Youwilllearntheskillsrequiredtoacquire,service,andsupporttheboomerandsenior
marketsusingadiverseportfoliooffinancialproductsandservices.Gainreal-world
applicationofmutualfunds,exchangetradedfunds(ETF),stocks,andoptionsthrough
separatelymanagedaccountsaswellasfixedannuities,lifeinsurance,long-termcare
insurance,Medicaresupplements,governmentbenefits,andmajormedicalinsurance.Learn
howtoalignproductsandportfolioswithinvestmentgoalssuchaspreservingprincipal,
maximizingincome,accumulatingcapital,orother.Plus,findouthowtoaddresstax
planningwitheachandeveryclient.
Youwillalsodiscovertheexpertiserequiredtoexecutethegeneralcorporateoperationsof
asmallbusiness.
JobDuties
SALES
• Partnertomanageexistingprospectingsystemstogeneratesaleswithan
opportunitytodevelopandexecuteadditionalprospectingandmarketingstrategies
• Partnertonetworktogenerateandbuildprospectiveclientlist
• Partnertointerviewprospectiveclientstoobtaindataabouttheirfinancialresources
andneeds
• Partnertoexplainfeatures,advantages,anddisadvantagesofinsurancepoliciesto
promotethesaleofvariousproducts
• Observethedevelopmentofinsuranceandinvestmentprogramstosuitindividual
customers,oftencoveringavarietyofrisks
• Callonpolicyholdersforthedeliveryofpolicies,changeofbeneficiaries,andgeneral
analysis
• Partnertoensurethatpolicyrequirementsarefulfilled,includinganynecessary
medicalexaminationsandthecompletionofappropriateforms.
MARKETING
• Partnertodevelopandexecutecampaignsusingdirectmail,localprintpublications
andbroadcasts,blaste-mails,website,e-newsletter,webseminars,pressreleases,
andother
• Coordinateexternalevents,includingvendorrelationships,speakerrecruitment,
internalandexternalcustomercommunications,databasetracking,equipment/supply
inventory,andoverallpre-and-postconferenceplanning
• Manageoverallcompanydatabaseandlistsforcampaignsandevents
ADMINISTRATION
• Providesnewbusinessprocessing,customersupport,accountset-upand
maintenanceandgeneraladministrativeduties
•
Performoperationsandadministrativetasks,asrequired
SelectionCriteria
Theidealinternshouldpossesthefollowingskillsandwillbeselectedbasedontheabilityto
illustratetheseskills.
• Shouldbecomfortableworkinginahigh-energy,fast-pacedsalesenvironment
• Mustbea"peopleperson"withexcellentwrittenandverbalcommunicationskills
• Possessabilitytoapproachproblemsolvingwithresourcefulnessandcreativity
• Shouldbeself-motivated,capableofmultitasking,possessprojectmanagementskills,
anddetailedoriented
• Communicateeffectivelyinpersonandinwriting
Duration
ThedurationoftheinternshipshallrunfromJune1toAugust1butmaybenegotiable.
Hours
Standardbusinesshoursarefrom8a.m.to5p.m.,andthepositionrequiressomeeveningand
weekendsaswellastravel.
Compensation
TBD
ContactInformation:
MariaRichburg
LonestarFinancialServices
9801IndianaAvenue,Suite200
Lubbock,Texas79423
806/765-8444
info@4lonestar.com