Company:
Western & Southern Financial Group
Location: Cincinnati
Closing Date: 18/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Overview:
Work directly on a part-time basis with AVP of Advanced Sales or Markets Consultant who supports life and annuity distribution channels. The advanced markets internship includes a hands-on experience with various assignments within Advanced Markets that includes sales, marketing, research and writing. In addition, the intern will receive training in estate planning, business planning, charitable planning, asset protection, and income tax planning for the high net worth and affluent client.
Responsibilities:
What you will do:
Assigned to an Advanced Markets and Sales Consultants AVP to work in the assigned region.
Assist with document review request of client Wills and Trust as well business owners entity formation and valuations.
Conduct research projects and provide written reports as needed.
Drafts responses for information related to Annuity & Life Insurance Marketing material.
Performs other duties as assigned
Complies with all policies and standards
Qualifications:
Must be currently enrolled in a 4 year college or law school.
Class Level: 2L (preferred) or 1L (considered).
Enrollment in law school or intention to pursue a law degree after college is preferred.
Must be detail-oriented, organized and demonstrated ability to work independently.
Strong written and verbal communication skills.
Proven strong analytical and research skills.
A desire for continuous learning and improvement.
Demonstrated ability to take initiatives.
A proven ability to maintain a calm and professional demeanor when interacting with others.
Work Setting/Position Demands:
None
Travel Requirements:
None
Work directly on a part-time basis with AVP of Advanced Sales or Markets Consultant who supports life and annuity distribution channels. The advanced markets internship includes a hands-on experience with various assignments within Advanced Markets that includes sales, marketing, research and writing. In addition, the intern will receive training in estate planning, business planning, charitable planning, asset protection, and income tax planning for the high net worth and affluent client.
Responsibilities:
What you will do:
Assigned to an Advanced Markets and Sales Consultants AVP to work in the assigned region.
Assist with document review request of client Wills and Trust as well business owners entity formation and valuations.
Conduct research projects and provide written reports as needed.
Drafts responses for information related to Annuity & Life Insurance Marketing material.
Performs other duties as assigned
Complies with all policies and standards
Qualifications:
Must be currently enrolled in a 4 year college or law school.
Class Level: 2L (preferred) or 1L (considered).
Enrollment in law school or intention to pursue a law degree after college is preferred.
Must be detail-oriented, organized and demonstrated ability to work independently.
Strong written and verbal communication skills.
Proven strong analytical and research skills.
A desire for continuous learning and improvement.
Demonstrated ability to take initiatives.
A proven ability to maintain a calm and professional demeanor when interacting with others.
Work Setting/Position Demands:
None
Travel Requirements:
None
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Western & Southern Financial Group
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