Apply on Employer Site

Valmark Financial Group · 2 days ago

Insurance Planning Intern

Akron, OH, United States

Internship

Onsite

Intern

$20/hr - $20/hr

Valmark Financial Group is seeking a motivated and detail-oriented Insurance Planning Intern to support day-to-day life insurance case design and provide valuable assistance to Financial Advisors and their clients. The intern will assist in supporting clients with life insurance case design, research, and education, while also helping to build custom plans and conducting market research.

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