Insurance Internship

CG Financial ServicesBath Charter Township, MI
Onsite

About The Position

About CG Financial CG Financial is a Registered Investment Advisor (RIA) firm specializing in wealth management, business services, insurance solutions, and a collaborative advisor network. Our mission is to deliver impactful financial guidance while fostering meaningful, long-term relationships with the individuals and businesses we serve. About the Insurance Internship: Our Insurance Internship program is an immersive summer program that provides students with hands-on exposure to the insurance profession. Interns will rotate through key areas of the business to gain real-world experience and insight into a variety of career paths within the insurance industry. During this program, interns will have the opportunity to: Shadow producers and client service professionals Participate in marketing, quoting, and issuing insurance policies Learn about insurance strategy, business services, and operations Attend team meetings and professional development sessions Contribute to internal initiatives and client-focused work Build foundational skills for a successful future in insurance and finance Who We’re Looking For We want interns who embody our CG Financial core values and are excited to grow personally and professionally. Candidates should strive to demonstrate: Thirst for Knowledge: You have a curious and creative mindset, always seeking to learn and grow. Innovative Problem Solver: You lead with solutions, set the tone for collaboration, and deliver with accountability. Self-Motivated: You’re driven, proactive, and unafraid to take initiative or tackle challenges. Authentic: You operate with honesty, integrity, and a no-drama, no politics approach. Positively Impact People: You care about helping others grow your team, clients, and community – and believe in collective success. Program Details Schedule: Part-time, Summer 2025 Location: On-site, either in Haslett or Lapeer Compensation: Paid internship (details provided during the interview process)

Requirements

  • Currently pursuing a degree in finance, business, economics, marketing or a related field
  • Strong communication and analytical skills
  • Interest in wealth management and financial planning
  • Ability to work collaboratively and independently
  • Proficiency with Microsoft Office (Excel, Word, PowerPoint)

Responsibilities

  • Shadow producers and client service professionals
  • Participate in marketing, quoting, and issuing insurance policies
  • Learn about insurance strategy, business services, and operations
  • Attend team meetings and professional development sessions
  • Contribute to internal initiatives and client-focused work
  • Build foundational skills for a successful future in insurance and finance

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What This Job Offers

Job Type

Part-time

Career Level

Intern

Education Level

No Education Listed

Number of Employees

11-50 employees

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