Settlements Intern

The Life Settlement Team at Valmark Financial Group is seeking a motivated, detail-oriented, and collaborative intern to support senior analysts in all aspects of the life settlement transaction process. This position offers a unique opportunity to gain hands-on experience in an innovative and evolving financial industry, one that helps clients unlock the value of life insurance policies they no longer want or need.

As a Life Settlements Intern, you will work closely with Case Managers and the Director of Life Settlements on day-to-day operations, research initiatives, and special projects. You’ll play an active role in transaction management, client service, and marketing development while gaining valuable insight into financial services industry.

• Develop a strong understanding of the Life Settlements business line and how it integrates with the firm’s broader financial services
• Provide day-to-day support to Case Managers, including responding to emails, navigating complex insurance carrier processes, and assisting financial advisers with case updates and issue resolution
• Coordinate complex closing packages and facilitate communication between multiple internal departments and external partners
• Contribute to marketing efforts by creating, editing, and updating presentations, reports, and marketing materials
• Participate in research and analysis to support ongoing projects and new business initiatives.
• Collaborate on special projects designed to advance team goals and improve operational efficiency

Our ideal candidate has the following qualities:

• Curious and eager to learn
• Open to constructive feedback
• Optimistic and positive attitude
• Ability to work on a team
• Problem solving skills
• Creative thinking skills
• Communication skills
• Relationship building skills

• Authorized to work in the United States without sponsorship
• Currently enrolled pursuing a degree in Business Administration, Finance, Sales, or a related field
• Availability to work onsite in Akron, OH
  • 16–24 hours per week during spring and fall semester
  • 30–40 hours per week during summer months

Pay: $20 per hour