Life Insurance Planning Intern — Data, Quotes & Advisory Support

Gilder Search Group; Akron, Northern (OH, KY); Hybrid; USD 23,000 - 32,000; Full time

Job summary

Valmark is seeking an Insurance Planning Intern to support life insurance case design and education for Advisors and clients in Akron, Ohio. You will help build custom plans, gather quotes, and prepare analyses using our life-insurance planning modules.

This internship offers exposure to insurance products, market research, and collaboration with internal teams and external carriers. Onsite hours are 16-24 per week in spring/fall and 30-40 per week in summer, with a $20 per hour pay.

Qualifications

• 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.

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.

Job description

Valmark is seeking an Insurance Planning Intern to support life insurance case design and education for Advisors and clients in Akron, Ohio. You will help build custom plans, gather quotes, and prepare analyses using our life-insurance planning modules.

This internship offers exposure to insurance products, market research, and collaboration with internal teams and external carriers. Onsite hours are 16-24 per week in spring/fall and 30-40 per week in summer, with a $20 per hour pay.