Valmark Service Center Intern

Job Summary

The Service Center Team is seeking an intern to support senior planners with day-to-day workflows, including case implementation, servicing, and research for ongoing projects.

Essential Functions and Responsibilities

• Develop a mastery of Valmark’s Service Center processes
• Understand financial instruments such as ETFs, mutual funds, life insurance, and annuities
• Provide support with initial plan implementation, recommendations, and reviews
• Gather necessary information from various sources including insurance carriers, Valmark’s clients and internal sources
• Prepare annuity proposals to support case design
• Update current and creating new advisor-facing and client-facing material
• Aid with Service Center research in a constantly changing environment

Related Qualities

• Curious and eager to learn
• Open to constructive feedback
• Optimistic and positive attitude
• Able to work on a team
• Problem-solving skills
• Creative thinking skills
• 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