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College Financial Representative Intern Jobs in Rochester, NY

Paychex

Inside Sales Representative - Retirement

Rochester, NY · On-site

$45K - $100K/yr

  • Medical

  • Retirement

  • PTO

... assistance, financial assistance, and much more. * We value your time: From paid time off to ... Benefits for part-time, contract, and intern roles may vary. Not sure if you meet every requirement?

Paychex

Inside Sales Representative - Retirement

Rochester, NY · Remote

$45K - $100K/yr

  • Medical

  • Retirement

  • PTO

... assistance, financial assistance, and much more. * We value your time: From paid time off to ... Benefits for part-time, contract, and intern roles may vary. Not sure if you meet every requirement?

Paychex

Service Representative - MSP

West Henrietta, NY · On-site

  • Medical

  • Retirement

  • PTO

... assistance, financial assistance, and much more. * We value your time: From paid time off to ... Benefits for part-time, contract, and intern roles may vary. Not sure if you meet every requirement?

Paychex

Service Representative - MSP

West Henrietta, NY · On-site +1

  • Medical

  • Retirement

  • PTO

... assistance, financial assistance, and much more. * We value your time: From paid time off to ... Benefits for part-time, contract, and intern roles may vary. Not sure if you meet every requirement?

Westlake Financial

Area Sales Manager

Rochester, NY · On-site

$60K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Representative: * You must have a working knowledge on MS Office Suite (Outlook, Excel, Word ... College degree or equivalent work experience (preferred) * Strong knowledge of Automotive, Finance ...

Paychex

Client Service Representative

West Henrietta, NY · On-site

$20 - $22/hr

  • Medical

  • Retirement

  • PTO

... assistance, financial assistance, and much more. * We value your time: From paid time off to ... Benefits for part-time, contract, and intern roles may vary. Not sure if you meet every requirement?

Paychex

Client Service Representative

West Henrietta, NY · Remote

$20 - $22/hr

  • Medical

  • Retirement

  • PTO

... assistance, financial assistance, and much more. * We value your time: From paid time off to ... Benefits for part-time, contract, and intern roles may vary. Not sure if you meet every requirement?

Paychex

Client Service Representative

West Henrietta, NY · On-site

$20 - $22/hr

  • Medical

  • Retirement

  • PTO

... assistance, financial assistance, and much more. * We value your time: From paid time off to ... Benefits for part-time, contract, and intern roles may vary. Not sure if you meet every requirement?

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All JobsCollege Financial Representative Intern JobsCollege Financial Representative Intern Jobs in Rochester, NY

College Financial Representative Intern information

What are the key skills and qualifications needed to thrive as a college financial representative intern, and why are they important?

To thrive as a College Financial Representative Intern, you need a solid grasp of financial concepts, strong analytical abilities, and enrollment in a related degree program such as finance, business, or economics. Familiarity with financial planning software, CRM platforms, and Microsoft Office Suite is often expected, and relevant certifications like FINRA SIE can be advantageous. Excellent communication skills, professionalism, and a strong work ethic help interns build trust with clients and collaborate effectively with team members. These skills are vital for accurately assessing clients' needs, providing sound financial guidance, and developing a foundation for a successful career in financial services.

What is the difference between College Financial Representative Intern vs College Financial Advisor?

AspectCollege Financial Representative InternCollege Financial Advisor
CredentialsTypically pursuing or have completed relevant coursework; no certification requiredOften holds certifications like CFP or Series 7
Work EnvironmentInternship setting, often part-time, in financial services firms or banksFull-time, client-facing role in financial planning firms or banks
Employer & IndustryFinancial services companies, banks, or investment firmsFinancial planning firms, banks, or wealth management companies
Search & Comparison IntentUnderstanding entry-level internship roles in financeSeeking professional financial planning careers

The College Financial Representative Intern role is an entry-level internship focused on gaining experience in financial services, often without requiring certifications. In contrast, a College Financial Advisor is a full-time professional providing personalized financial advice, often holding industry certifications. The internship offers a stepping stone into the industry, while the advisor role involves direct client interaction and advanced credentials.

What types of projects and responsibilities can a college financial representative intern expect during their internship?

As a College Financial Representative Intern, you can expect to engage in a variety of hands-on projects, such as assisting with client financial plans, conducting market research, and supporting senior representatives in preparing presentations. Interns often participate in client meetings, shadow experienced advisors, and complete training modules on financial products and compliance. The role typically involves both independent work and collaboration with a team, providing valuable exposure to real-world finance operations and client relationship management. This experience is designed to build foundational skills for a future career in financial services.

What does a college financial representative intern do?

A College Financial Representative Intern typically works with a financial services firm to learn about the financial planning industry while still in school. Their responsibilities often include meeting with clients under supervision, learning about insurance and investment products, and assisting with client account management and prospecting new clients. Interns receive comprehensive training and are mentored by experienced financial professionals. This role helps students develop valuable skills in sales, communication, and financial analysis, preparing them for a potential full-time career in financial services after graduation.

What are popular job titles related to College Financial Representative Intern jobs in Rochester, NY?

For College Financial Representative Intern jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching College Financial Representative Intern jobs in Rochester, NY look for?

The top searched job categories for College Financial Representative Intern jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for College Financial Representative Intern jobs?

Cities near Rochester, NY with the most College Financial Representative Intern job openings:

College Financial Representative Intern jobs near you

Inside Sales Representative - Retirement

Paychex

Rochester, NY • On-site

$45K - $100K/yr

Full-time

Medical, Retirement, PTO

Re-posted 14 days ago

Paychex rating

7.3

Company rating: 7.3 out of 10

Based on 176 frontline employees who took The Breakroom Quiz

235th of 491 rated business services

Job description

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.
Overview
Retirement Inside Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle from within a designated Paychex Inside Sales Hub. They engage with customers via phone, email, or other virtual channels, to effectively close deals and meet sales targets. This role exclusively sells for the Paychex Retirement organization.
Responsibilities
  • Accountable for the end-to-end sales cycle from prospecting, qualifying, demonstrating and closing business to achieve quota.
  • Identify client needs and present Paychex solutions to key stakeholders and decision makers through virtual interactions.
  • Scheduling appointments with referral sources, specifically the broker channel to secure referrals to end users.
  • Conduct outbound prospecting via cold calls, emails, and social engagements, and follow up on marketing leads, to qualify opportunities and generate pipeline.
  • Use technology tools to accurately track activities and forecasts.
  • Collect data to support underwriting process, close sales.
  • Projecting a positive image in representing Paychex to clients and the community.
  • Continually develop technical, competitive and sales skills knowledge to effectively represent the inside sales organization.
  • May be required to travel for purposes of attending Conference, training sessions and/or area regional or national meetings.

Qualifications
  • H.S. Diploma - Required
  • Bachelor's Degree - Preferred
  • 2 years of experience in Relevant sales/sales management experience or the equivalent combination of education and experience.

Compensation
In the spirit of pay transparency, we are excited to share that the compensation range for this position is typically $45,000 - $100,000. This range includes BOTH base pay plus commissions but does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.
Live the Paychex Values
  • Act with uncompromising integrity.
  • Provide outstanding service and build trusted relationships.
  • Drive innovation in our products and services and continually improve our processes.
  • Work in partnership and support each other.
  • Be personally accountable and deliver on commitments.
  • Treat each other with respect and dignity.

    • What's in it for you?
    • We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
    • We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
    • We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
    • We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
    • We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

      Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.

    Not sure if you meet every requirement?
    At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.
    Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.

    What Paychex employees say

    Pay

    Benefits

    Hours and flexibility

    Workplace

    Get the full story on Breakroom

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    About Paychex

    Sourced by ZipRecruiter

    Consult with America's businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue.

    Industry

    Human resources consulting services

    Company size

    10,000+ Employees

    Headquarters location

    Rochester, NY, US

    Year founded

    1971

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