Life Insurance Planning Intern — Design & Analyze Client Quotes

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

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.