The Connecticut Group
The Connecticut Group is a financial planning firm that provides advisory, accounting, insurance & business counseling services.
- Open roles
- 391
Company signals
Score: 57Job facts
- Location
- Hybrid · Charlotte, North Carolina, United States of America
- Workplace
- Hybrid
Last verified live 11 hours, 10 minutes ago · checked directly on the company's Oracle Taleo
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2027 Summer Intern – Individual Retirement Sales Desk
at The Connecticut Group
About the Role
At Equitable, we help clients secure their financial well-being so they can
pursue long and fulfilling lives - a mission we’ve honed since 1859.
We are seeking motivated and curious Summer 2027 Interns to join our team and contribute to meaningful work that supports key business priorities. Interns will gain hands-on experience through impactful projects, cross-functional collaboration, data-driven analysis, and strategic initiatives that help inform business decisions. This opportunity provides valuable exposure to a dynamic, client-focused organization and the chance to develop professional skills while making a real impact.
The Individual Retirement Sales Desk supports the distribution of Equitable's retirement and annuity products. The team partners with Internal and External Wholesalers to help Financial Professionals evaluate and position retirement solutions for their clients. As a Summer Intern, you will gain exposure to the financial services industry and the role of wholesaling through meaningful project work and real-world business experiences.
This position offers a hybrid work schedule, with 3 days in office combining flexibility with team collaboration.
**What You’ll Be Doing **
- Develop an understanding of retirement and annuity products through training and hands on experience.
- Work alongside Internal Wholesalers to learn how retirement solutions are marketed and distributed through relationships with Financial Professionals and industry partners.
- Learn how annuity illustrations and product concepts are used to help Financial Professionals present retirement solutions to clients.
- Utilize CRM systems, reporting tools, and business data to prepare call lists, reports, and other materials that support team initiatives.
- Contribute to projects that support key priorities within the Individual Retirement business.
Internship Details
Dates: Nine-week program starting in early June 2027
Hourly Rate: $22/hour
Location: Charlotte, NC