Insurance Planning in Akron

Energy Jobline ZR; Akron (OH); On-site; USD 23,000 - 32,000; Part time

Job summary

Valmark is seeking an Insurance Planning professional to support life insurance case design, research, and client education for Financial Advisors. The role involves preparing quotes, assembling analyses, and staying current on industry changes.

The position offers collaboration with internal teams and external offices, building quotes for client presentations and maintaining strong advisor relationships. Onsite Akron, OH, with flexible student-friendly hours.

Qualifications

• Authorized to work in the United States without sponsorship.
• Currently enrolled pursuing a degree in Business Administration, Finance, or a related field.

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.

Skills

Detail-oriented

Strong communication

Curious and eager to learn

Problem solving

Creative thinking

Relationship building

Education

Pursuing degree in Business Administration or Finance

Job description

Job DescriptionJob Description

The Insurance Marketing team is seeking a motivated and detail-oriented Insurance Planning to support day-to-day life insurance case design and provide valuable assistance to Financial Advisors and their clients. At Valmark, our people are the foundation of our long-term success, and the number one reason employees say they love working here. We foster a collaborative, supportive environment where team members encourage one another to succeed and genuinely strive to serve our advisors and clients. This commitment to the Golden Rule is at the heart of our culture. We invest in our people through professional development opportunities, meaningful work, and flexibility that supports a healthy work-life balance. Our entrepreneurial spirit encourages innovation and fresh thinking, while our leadership team is transparent, collaborative, and focused on long-term success. These values have earned us recognition as a Top Workplace in Northeast Ohio every year since 2020.

Job Summary:

The Insurance Planning will assist the team in supporting our Valmark clients with life insurance case design, research, and education. This 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
• Reach out to Insurance companies on product information and changes

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
• Strong 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

Company Description

At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Work Places in Northeast Ohio since 2020!

Company DescriptionAt Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Work Places in Northeast Ohio since 2020!