Valmark Service Center Intern

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. Job Summary: 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 c...