Retirement Services Intern - Retirement Services
About The Position
As a Retirement Services Intern on the Retirement Services Team, you will gain a holistic view of the lifecycle of a client relationship, from prospecting to sales and ongoing service and relationship management. You will help gather data and insights for sales presentations, prepare materials for ongoing client presentations, and may attend sales and ongoing service meetings as opportunities arise. The internship provides real-world business, risk management, and insurance experience through project work and client interaction. It also develops professional skills and provides exposure to insurance industry career pathways, with a focus on building a foundation for Client Management or Sales careers.
Requirements
- Strong analytical and critical-thinking skills.
- Excellent communication and time-management skills to effectively service customers.
- Ability to multitask, pay attention to detail, and meet project deadlines.
Nice To Haves
- Experience working in a team environment.
- Knowledge of Microsoft Suite and/or Salesforce.
Responsibilities
- Gather data and insights for sales presentations.
- Prepare meeting materials for ongoing client presentations.
- Attend sales and ongoing service meetings as opportunities arise.
- Support client teams and learn about insurance programs through project work and client interaction.
Benefits
- Real industry training and relevant work experience.
- National webinars introducing interns to the industry and organization.
- Networking opportunities with a manager, mentor, other interns, and industry partners.
- Professional and personal development opportunities.
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
