Internal Life Sales Support Intern
About The Position
SPG Life and Annuity’s Internal Life Sales Support Internship is an opportunity for motivated students to gain real, hands-on experience at a nationally recognized insurance brokerage firm. Interns will work alongside Internal Sales Specialists and External Wholesalers, learning the fundamentals of life insurance sales support, case design, and client service in a fast-paced, entrepreneurial environment. SPG Life and Annuity is a wholesale Life, Annuity, and LTCi Distribution Company serving insurance professionals, financial advisors, and financial institutions. As an intern, you will develop foundational knowledge of the life insurance industry, including products, carriers, and the regulatory environment, while building professional skills.
Requirements
- Currently pursuing a Bachelor’s degree in Finance, Business, Economics, Marketing, or a related field (rising Sophomore, Junior, or Senior preferred)
- Strong interest in financial services, insurance, or sales — no prior experience required
- Excellent verbal and written communication skills; ability to listen actively and explain ideas clearly
- Detail-oriented and organized, with the ability to manage multiple tasks and prioritize effectively
- Collaborative team player who enjoys working with others to achieve shared goals
- Customer-first mindset with a desire to add value and exceed expectations
- Proficient in Microsoft Office (Word, Excel, Outlook); experience with CRM tools is a plus
- High ethical standards and a commitment to doing the right thing for the client
- 1-2 years of relevant experience
Nice To Haves
- experience with CRM tools is a plus
Responsibilities
- Support the Internal Sales team by preparing illustrations, sales concept materials, and product education resources
- Assist with case design research and help identify product solutions that align with client needs
- Help coordinate communication between internal departments, external wholesalers, and producers
- Respond to basic producer and client inquiries in a timely manner with guidance from your supervisor
- Log and update sales activity in our CRM system (Salesforce or similar), tracking opportunities and next steps
- Maintain and organize reference materials, product lists, carrier contacts, and producer information
- Participate in sales campaigns and internal initiatives to support business growth
- Shadow Internal Sales Specialists and External Wholesalers on client calls and meetings
- Attend team meetings, training sessions, and BSMG client events as available
- Complete a defined intern project and present findings or recommendations to leadership at the end of the summer
Benefits
- health/dental/vision/life/disability insurance
- FSA, HSA and 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Intern
