NFP, an Aon company→
Retirement Plan Advisor Intern - South Jordan, UT
InternshipHybrid
Location
South Jordan, UT
Salary
$37k–$46k/yr
Experience
Not specified
Posted
1 month ago
Skills
client servicinginvestment analysismicrosoft office proficiencycommunication skillsorganizational skillscustomer service orientationproblem solvingrelationship buildingindependent project management
Job Description
Summary: NFP, an Aon company, is a recognized leader in Business Insurance, providing consultative solutions for risk management and retirement challenges. The Retirement Plan Advisor Intern will support the account team in client servicing and relationship building, while also completing a project to present at the end of the internship program.
Responsibilities:
- Assist Directors and account team in day-to-day client servicing
- Develop relationships alongside leader with clients, team members and vendor partners
- Assist with team with investment analysis, reporting, and day-to-day administration of client accounts
- Assist with collection and management of annual benchmarking surveys
- Assist teams in preparation of RFP’s for vendor products and services to ensure best-in-class offerings for clients
- Assist with creation of client corporate financial wellness programs and offerings
- Other duties as assigned
Required Qualifications:
- Excellent written and verbal communication skills
- Be able to initiate and follow through with independent projects
- Excellent communication (verbal and writing) and interpersonal skills
- Cultivating relationship ability
- Strong problem solving ability
- Customer service oriented
- Proficiency with Microsoft Office applications
- Strong organizational skills with the ability to handle multiple tasks in a fast-paced environment
- Willing to work up to 40 hours per week
- Knowledge of Microsoft Outlook, Excel, PowerPoint, and Word
Preferred Qualifications:
- Rising senior of a four-year university preferred
- Demonstrated leadership experience in college, community, internship, or co-op experience
- Interest in Insurance Industry
Required Skills: Client servicing, Investment analysis, Microsoft Office proficiency
Important Skills: Communication skills, Organizational skills
Nice-to-Have Skills: Customer service orientation, Problem solving, Relationship building, Independent project management
Benefits: Performance-based incentives
Benefits
Performance-based incentives