Retirement Services Intern - Retirement Services
Hybrid
Core
Intern role supporting the Retirement Services team in gathering data, preparing sales materials, and assisting with client presentations and relationship management.
Role type
Intern, entry-level support
Builds
Sales presentations and client meeting materials
Domain
Insurance / Retirement Services
Deliverable
product features
Required skills
Analytical thinking, Critical thinking, Communication, Time management, Multi-tasking, Attention to detail
Preferred skills
Team collaboration, Microsoft Suite, Salesforce
Responsibilities
Gather data and intelligence for sales presentations, Prepare meeting materials for client presentations, Assist in sales and service meetings, Support client relationship management