Insurance Planning Intern

Valmark Financial Group; Akron (OH); On-site; USD 23,000 - 32,000; Full time

Job summary

Valmark Financial Group is seeking an Insurance Planning Intern to support life insurance case design, quotes, and client education for our Financial Advisors. You will help build custom plans using planning modules and collaborate with insurance company contacts to stay current in the industry.

The role emphasizes hands-on learning, data analysis, and clear communication with advisors and clients, all while gaining exposure to life-insurance planning processes and market research.

Qualifications

• Enrolled student pursuing a degree in Business Administration, Finance, or a related field.
• Ability to work onsite in Akron, OH and support life insurance case design.

Responsibilities

• Attend planning meetings to discuss team development and goals.
• Create marketing material for advisors and clients to educate them on processes and deliverables.
• Learn how to use our software to prepare quotes for advisors.
• Compose reports, work on projects, and perform data analysis of team functions.
• Build life insurance quotes for advisors and client presentations; reach out to Insurance companies for product information.

Skills

Curious mindset

Detail-oriented

Strong communication

Problem solving

Creative thinking

Relationship building

Open to feedback

Education

Enrolled in Business Admin/Finance or related field

Job description

The Insurance Marketing team 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. 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 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
• 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

Posted: Monday, August 31, 2026

Job # 280