Are you looking to kickstart your career in finance, insurance, or business development? Join us as an intern and gain practical experience while working with a team of industry experts. This program is designed to prepare you for professional success, with a focus on technical skills, client relationship management, and business operations.
Work from Home
Flexible Schedule
Career Growth Opportunities
Hands on Training
Responsibilities
Learn and apply skills in QuickBooks Online through guided certifications.
Gain hands-on experience with CRM systems (Salesforce and Zoho) for client management.
Assist in quoting, binding, and servicing personal lines insurance (life, auto, home, umbrella).
Explore business insurance basics, including general liability and workers compensation.
Participate in team projects, role-playing scenarios, and real-world client simulations.
Support mentors in preparing risk management plans and financial analyses.
Engage in professional development workshops, including resume building events and networking.
Current college student or recent graduate (preferred majors: Finance, Accounting, Business, Hospitality, or related fields).
Strong organizational skills and attention to detail.
Interest in finance, insurance, hospitality, or business development.
Enthusiasm for learning and working in a collaborative team environment.
Basic familiarity with QuickBooks, CRM systems, or insurance is a plus but not required, as well as a food handle certification.
| Location | San Diego, CA |
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