The Insurance Planning team is currently seeking an intern to assist with day-to-day Life Insurance case design and provide support to Financial Advisors and their clients.

Job Summary:

The Insurance Planning Intern will assist the team in supporting our Valmark clients with life insurance case design, research, and education. This intern will help build custom plans by using our life-insurance focused planning modules, gathering insurance quotes, and preparing custom analysis for Advisors to present to clients. The position will also include market research and working with Insurance Company contacts to stay current and well-informed on changes in our industry.

Essential Functions and Responsibilities:

With our internal team:

• 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

With our external offices:

• Build life insurance quotes for advisors and their client presentations
• Schedule conference calls with advisors to discuss case design
• Reach out to Insurance companies on product information and changes
• Educate advisors on Valmark’s processes and tools – and how they are to be used with clients

Related Qualities:

Our ideal candidate has the following qualities:

• Curious and eager to learn
• Open to constructive feedback
• Problem solving skills
• Creative thinking
• Detail-oriented
• Optimistic and positive attitude
• Strong communication skills
• Relationship building skills

Requirements:

Must be currently enrolled in college seeking a degree. Business degrees such as Business Administration, Marketing, Risk Management and Insurance, or Financial Management are preferred, but not required.