Do you want a tremendous opportunity in a fast-growing, high-energy company? The Impact Partnership, LLC is a leading distributor of Annuities and Life Insurance products. We are an advisor development company with an in-house, New York-style advertising agency, ten radio studios and a full-scale, state-of-the-art television studio. We are a growing team of great people looking for a high energy, positive, motivated, hardworking, and career-oriented professional. If you have a great attitude, want to engage your competitive spirit, and be coached by the best, apply to talk to us today.
Position Highlights
As an Operations Intern, you will spend time getting familiar with insurance new business processing and the intricacies of back-office functions of an internal marketing organization. You will learn to complete the daily tasks of a fast-paced operations department and gain knowledge of the financial services industry while doing so. Intern hours will not exceed 30 hours a week.
Principle Duties & Responsibilities
Duties include but are not limited to:
- Run reports to ensure accuracy of data.
- Update advisor contracts to reflect current status.
- Complete daily tasks as assigned.
- Data Entry into the CRM system.
- Assist with internal projects as needed.
Desired Skills and Experience:
- Self-motivated with ability to work independently.
- Strong attention to detail with ability to meet deadlines.
- Proficient in Microsoft Office Tools required, skilled in the use of a personal computer and specialized software.
- Excellent written and oral communication skills, strong follow through and sense of urgency, strong relationship building skills and problem-solving skills
- Handles multiple tasks easily and in an orderly fashion
- Demonstrates ownership of their work & the overall process
- Most importantly, positive attitude!
EEO Statement
Impact Partnership LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all teammates and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. All employment is decided on the basis of qualifications, merit, and business need.
