The Service Center Team is seeking an intern to support senior planners with day-to-day workflows, including case implementation, servicing, and research for ongoing projects. The goal of the Service Center team is to be a resource desk for our outside RIA’s and a reliable third-party consulting team to assist advisors with their servicing needs.
Job Summary: In this back-office role, you will develop expertise in the various aspects of Valmark's proprietary Service Center processes as well as awareness around general financial planning terminology. As a Service Center Intern, you will be responsible for assisting onsite and nationwide financial professionals with their day-to-day workflow.
Essential Functions and Responsibilities:
- Develop a mastery of Valmark’s Service Center processes
- Understand financial instruments such as ETFs, mutual funds, life insurance, and annuities
- Provide support with initial plan implementation, recommendations, and reviews
- Gather necessary information from various sources including insurance carriers, Valmark’s clients and internal sources
- Prepare annuity proposals to support case design
- Update current and creating new advisor-facing and client-facing material
- Assist with Service Center research in a constantly changing environment
Related Qualities:
Our ideal candidate has the following qualities:
- Curious and eager to learn
- Open to constructive feedback
- Optimistic and positive attitude
- Ability to work on a team
- Problem solving skills
- Creative thinking skills
- Communication skills
- Relationship building skills
Requirements:
- Authorized to work in the United States without sponsorship
- Currently enrolled pursuing a degree in Business Administration, Finance, or a related field
- Availability to work onsite in Akron, OH:
- 16–24 hours per week during spring and fall semester
- 30–40 hours per week during summer months
Pay: $20 per hour