Part-Time Life Insurance Planning Analyst

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

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.