Case Planning Intern at Triad Partners

Lawrence, Kansas, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Apr, 26

Salary

0.0

Posted On

21 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Data Analysis, Microsoft Excel, Organizational Skills, Communication Skills, Team Collaboration

Industry

Financial Services

Description

About the role The Case Planning Intern will support the Case Planning Operations Specialist with a targeted replacement campaign designed to identify opportunity areas for financial advisors. This role provides hands-on exposure to annuity case planning operations, data analysis, and advisor support in a fast-paced financial services environment. The ideal candidate is detail-oriented, organized, and interested in learning how strategic case planning supports advisor success. What you'll do Develop a working understanding of annuity products and carriers. Use resources like Annuity Rate Watch and Index Standard to stay informed about available products and carriers. Coordinate with the Case Planning Operations Specialist to understand the requirements for identifying replacement opportunities. Compile book of business reports using information from carrier websites and Microsoft Excel. Build out spreadsheets and formulas to expedite and enhance the process of identifying replacement opportunities. Support data gathering, validation, and organization related to client cases and replacement analyses. Maintain confidentiality and handle sensitive client and advisor information with care. Provide general administrative and operational support to the Case Planning team as needed. Learning Opportunities Exposure to case planning and operations within a financial advisory environment. Experience supporting advisor-facing initiatives and campaigns. Development of analytical, organizational, and professional communication skills. Insight into how operational support drives advisor efficiency and client outcomes. Qualifications Currently pursuing a degree in finance, business, economics, or a related field Strong attention to detail and ability to manage multiple tasks Proficiency in Microsoft Excel and other Microsoft Office tools Strong written and verbal communication skills Ability to work independently while also collaborating with a team Bonus Points Interest in financial planning, insurance, or wealth management Experience working with data, spreadsheets, or reporting tools Prior internship or administrative experience in a professional setting

Responsibilities

The Case Planning Intern will support the Case Planning Operations Specialist in identifying replacement opportunities for financial advisors. Responsibilities include compiling reports, data gathering, and providing administrative support to the Case Planning team.