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Job Location drjobs

Norfolk - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Summer Internship

Retirement Plan Consultants

NorfolkNE

About Retirement Plan Consultants

Retirement Plan Consultants a partner with Integrity Marketing Group has been in Downtown Norfolk Nebraska since 2008. Our office services over 1800 plans and 17500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so have established an outstanding reputation for quality service.

We believe in the growth of our employees and provide opportunity for advancement by providing the training and education needed to be successful. Retirement Plan Consultants offers bigcity careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a service personality with expert knowledge.

Job Summary

Your internship experience will include time spent supporting each of our departments with an opportunity to learn every aspect of our business.

Primary Responsibilities

In this position you will be a part of the following tasks:

  • Assist members of our compliance team to help them serve their assigned group of clients

  • Develop knowledge and experience to allow you to serve as a relationship manager for an assigned group of clients

  • Learn general retirement plan guidelines to assist clients with questions.

  • Review and approve client forms

  • Assist in answering incoming calls & emails as needed.

  • Prepare plan documents annual nondiscrimination testing 5500 forms and employer contribution calculations.

  • Work closely with our Client Service and Recordkeeping teams

Primary Skills & Requirements:

  • Current students looking to attain a bachelors degree or associate degree in business finance accounting or a related field

  • Strong interpersonal skills

  • Customer service experience a plus

  • Excellent communication skills (written and verbal)

  • Ability to work in a fastpaced team environment

  • Excellent analytical skillsgood with numbers

  • Must be trustworthy organized and disciplined

  • A cando attitude and desire to learn

  • Proficient in Excel Word and Outlook

Summer Internship:

  • May July 12 weeks)

About Integrity

Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit Integrity.

Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.


Required Experience:

Intern

Employment Type

Part-Time

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