Retirement Plan Advisor Intern - South Jordan, UT jobs in United States
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NFP, an Aon company · 11 hours ago

Retirement Plan Advisor Intern - South Jordan, UT

NFP, an Aon company, is a recognized leader in Business Insurance, providing consultative solutions for risk management and retirement challenges. The Retirement Plan Advisor Intern will support the account team in client servicing and relationship building, while also completing a project to present at the end of the internship program.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management
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H1B Sponsor Likelynote

Responsibilities

Assist Directors and account team in day-to-day client servicing
Develop relationships alongside leader with clients, team members and vendor partners
Assist with team with investment analysis, reporting, and day-to-day administration of client accounts
Assist with collection and management of annual benchmarking surveys
Assist teams in preparation of RFP’s for vendor products and services to ensure best-in-class offerings for clients
Assist with creation of client corporate financial wellness programs and offerings
Other duties as assigned

Qualification

Client servicingInvestment analysisMicrosoft Office proficiencyCommunication skillsOrganizational skillsCustomer service orientationProblem solvingRelationship buildingIndependent project management

Required

Excellent written and verbal communication skills
Be able to initiate and follow through with independent projects
Excellent communication (verbal and writing) and interpersonal skills
Cultivating relationship ability
Strong problem solving ability
Customer service oriented
Proficiency with Microsoft Office applications
Strong organizational skills with the ability to handle multiple tasks in a fast-paced environment
Willing to work up to 40 hours per week
Knowledge of Microsoft Outlook, Excel, PowerPoint, and Word

Preferred

Rising senior of a four-year university preferred
Demonstrated leadership experience in college, community, internship, or co-op experience
Interest in Insurance Industry

Benefits

Performance-based incentives

Company

NFP, an Aon company

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NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.

H1B Sponsorship

NFP, an Aon company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$948.45M
Key Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M

Leadership Team

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Douglas Hammond
CEO
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Caleb Noel
Executive Vice President, Chief Financial Officer
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Company data provided by crunchbase