Job Description

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. The goal of the Service Center team is to be a resource desk for our outside RIA’s and a reliable third-party consulting team to assist advisors with their servicing needs.

In this back-office role, you will develop expertise in the various aspects of Valmark's proprietary Service Center processes as well as awareness around general financial planning terminology. As a Service Center Intern, you will be responsible for assisting onsite and nationwide financial professionals with their day-to-day workflow.

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
• Assist with Service Center research in a constantly changing environment

Related Qualities:

Our ideal candidate has the following qualities:

• Curious and eager to learn
• Open to constructive feedback
• Optimistic and positive attitude
• Ability 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