Insurance Sales Intern

Insurance Sales Intern

Overview:
This internship introduces high school students to the insurance industry and the role of insurance sales professionals. Interns may observe and assist staff as they interact with clients, explain insurance products, and support sales processes. The experience provides insight into customer service, business operations, and professional communication in a financial services setting.

Key Responsibilities May Include:

· Shadow insurance agents during client meetings, sales calls, and administrative tasks

· Assist with non-sales tasks such as organizing documents, updating records, or preparing materials for presentations

· Observe how insurance professionals explain products, evaluate client needs, and manage accounts

· Learn about different types of insurance (life, health, auto, property) and the sales process

· Gain exposure to teamwork, problem-solving, and professional communication

· Completing assignments, reflection journals, or internship workbook entries as required by the program

Learning Outcomes:

· Understand the role of insurance professionals in providing coverage and financial protection

· Learn about customer service, sales strategies, and insurance products

· Gain awareness of professionalism, ethics, and confidentiality in the insurance industry

· Develop observation, organizational, and communication skills

· Explore career and educational pathways in insurance, finance, or business management

Preferred Skills/Interests:

· Interest in business, finance, or customer service

· Strong communication and organizational skills

· Professionalism, reliability, and willingness to learn

· Curiosity and a problem-solving mindset

Additional Information:

· Interns will primarily observe and assist with support tasks; they will not conduct sales independently

· Compliance with workplace policies, dress code, and confidentiality is required

· Some placements may involve attending client meetings or presentations outside of regular hours

Notice on Internship Opportunities

Please note that internship opportunities will vary by host site and county.

· Not all career areas or placements will be available in every location.

· Host sites may have different requirements, schedules, responsibilities.

· Opportunities depend on local partnerships, availability, and community resources.

Students are encouraged to remain flexible and open to a variety of learning experiences. Each internship is designed to provide valuable workplace skills, career exploration, and professional growth - regardless of the specific placement.

THIS DESCRIPTION DOES NOT LIST ALL DUTIES. INTERN MAY BE ASKED TO PERFORM OTHER DUTIES BY THE STAFF OR SUPERVISOR. INTERN WILL BE EVALUATED ON PERFORMANCE OF THE PROJECTS LISTED AS WELL AS INTERACTION WITH EMPLOYEES AND CLIENTS. ON-SITE HOURS WILL BE NEGOTIATED WITH EACH CANDIDATE.

SAFETY EXPECTATIONS, INCLUDING HARASSMENT, SHOULD BE REVIEWED WITH THE HOST.

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