Hybrid Finance Intern - Advanced Financial Planning
Jobs via eFinancialCareers · Lincoln, NE, Vereinigten Staaten Von Amerika · Hybrid
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Ameritas Agency and Advisor Distribution is seeking a Finance Intern who possesses a unique set of skills. This position requires an individual with the aptitude and desire to utilize financial and sales skills to position Ameritas as a first-class insurance and wealth management company. This position also requires one to possess the ability to communicate well with all stakeholders, while meeting important deadlines as to maintain client relationships. This position requires a highly motivated and energetic individual with the desire to put their intellectual aptitude to work in a non-traditional manner.At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services .
This is a hybrid role working partially in-office and partially from home.
This internship would start in the spring of 2024.
What You Do
- Assist in preparation of high-level life insurance and annuity case designs for business, estate, and retirement planning cases.
- Assist with inputting information & data into financial planning software.
- Case follow-up with advanced market concepts.
- Submitting and monitoring content through Ad Review.
- Update sales opportunities as they move through the sales cycle.
- Assist with reporting on production results from the Advanced Planning team.
- Provide general support to the Advanced Planning team.
- Incoming junior studying finance, financial planning, or related business field preferred.
- Enrolled in college program for the entire duration of the internship
- Able to fulfill a long-term internship commitment (one to two years), working full-time in the summer and part-time during the school year
- FT includes 30-40 hours a week
- PT includes 15-20 hours a week
- Strong oral and writing skills
- An interest in sales, finance, insurance, and financial planning
- Ability to adapt to change and take initiative
- Ability to ask questions and write accurately about the business
- Possess strong relationship building skills
- Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
- Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
- We’re committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.