TruStage · 6 hours ago
Annuity Distribution Intern (Remote)
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Financial Services
No H1B
Insider Connection @TruStage
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Responsibilities
Communicate with customers and/or representatives, providing information, options and taking the necessary action as needed.
Conduct research on projects/files that require in-depth study and analysis
Gather and organize data for reports/projects
Compose correspondence, emails
Prepare written reports/projects
Resolves problems and/or issues
Attend and participate in meetings
Qualification
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Required
Working towards a relevant degree or equivalent work experience.
Strong analytical, critical thinking, problem-solving and decision-making skills.
Demonstrated interpersonal and customer service skills.
Excellent communications skills.
Intellectual curiosity and the desire to learn.
Preferred
Candidate should have an outgoing personality with the ability to build strong relationships.
Ideal candidate will have a strong motivation and desire to achieve goals.
Honesty, integrity, professionalism, and confidentiality are required.
Must be able to think, act and prioritize in a pressured, fast-paced and autonomous environment.
Excellent organization and time management skills.
Benefits
Medical coverage
Employee assistance program
401k plan
Company
TruStage
Formerly, CUNA Mutual Group, we are bringing together almost a century of experience within our family of brands under the TruStage™ name.