Insurance Planning Intern jobs in United States
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Valmark Financial Group · 4 days ago

Insurance Planning Intern

Valmark Financial Group is seeking a motivated and detail-oriented Insurance Planning Intern to support day-to-day life insurance case design. The intern will assist in building custom plans, conducting market research, and providing valuable assistance to Financial Advisors and their clients.

Financial Services

Responsibilities

Attend planning meetings to discuss team development and goals
Create marketing material for advisors and their clients to educate them about our processes and deliverables
Learn how to use our software to prepare quotes for the advisors
Compose reports, work on projects, and complete data analysis of our team’s functions
Build life insurance quotes for advisors and their client presentations
Reach out to Insurance companies on product information and changes

Qualification

Life insurance case designMarket researchData analysisCommunication skillsProblem solving skillsCreative thinkingDetail-orientedRelationship building skills

Required

Must be currently enrolled in college seeking a degree
Must be available to commit 20-25 hours per week during the spring/fall semesters onsite and 32-40 hours per week onsite during the summer months

Preferred

Business degrees such as Business Administration, Marketing, Risk Management and Insurance, or Financial Management

Company

Valmark Financial Group

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ValMark Financial Group is a broker-dealer for life insurance and securities with operations in Ohio and Minnesota.

Funding

Current Stage
Growth Stage

Leadership Team

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Larry J. Rybka, JD, CFP®
Chairman and CEO
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Elizabeth Kozenko
Chief Financial Officer
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Company data provided by crunchbase