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Finance Intern - Financial Planning

AmeritasLincoln, NE, United States

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Position Description :

Ameritas Agency and Advisor Distribution is seeking a Finance Intern with the aptitude and desire to learn more about the field of financial planning. This intern will play a crucial role in the sales process allowing our representatives to provide the best financial products to our customers.

Position Location :

This is a hybrid role in Lincoln, NE working partially in-office and partially from home.

Position Start Date :

This internship will begin in May 2026.

What you do :

Input information and data into financial planning software to create client plans.
Update sales opportunities in Salesforce as they move through the sales cycle.
Produce illustrations for life insurance and annuity cases for business, estate and retirement planning cases using a software tool.
Create quarterly production reports.
Provide general support to the Advanced Planning team.

What you bring :

Incoming junior studying finance, financial planning, or related business field preferred

Enrolled in a college program, at least part-time as defined by your institution, for the entire duration of the internship

Able to fulfill a long-term internship commitment (one to two years), working full-time in the summer and part-time during the school year

FT includes 30-40 hours a week

PT includes 15-20 hours a week

A keen interest in sales, finance, insurance, and / or financial planning

Excellent verbal and written communication skills

Naturally self-motivated and eager to take initiative

Highly adaptable with the capability of learning new concepts quickly

Ability to ask questions and write accurately about the business

Strong relationship building skills

What we offer :

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

Our company motto is Fulfilling Life and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.

Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members / customers.

Were committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, were committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity / Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

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Finance Intern • Lincoln, NE, United States

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