The ideal candidate for Insurance Agency Advisor - Entry Level at Plante Moran should be a detail-oriented leader with strong analytical and communication skills, holding a bachelor's degree in finance, economics, accounting, or a related field. Academic success with a minimum cumulative GPA of 3.0 is necessary, along with preferred internship experience in the insurance, financial, estate planning, or investment management industry.

As an Insurance Agency Advisor at Plante Moran, you will be responsible for conducting detailed analysis of life insurance and annuity coverage, reviewing documents and consulting with clients' advisors, staying updated on industry developments, providing information to clients, preparing presentation materials, building relationships with third parties, collaborating with other practice areas, managing multiple projects, and ensuring timely technical reviews.

Data

Banking & Finance

United States

Chicago

Large

Co-founder Frank Moran often referred to our firm as “a people firm disguised as an accounting firm.” Why? Because people are at the core of everything we do.  

You see, at Plante Moran, an engagement is much more than a professional transaction. It’s a personal experience where clients are confident we’re looking out for them, no matter their size, location, or what goals they’ve set. With our seamless service, recognized expertise, and personal approach to relationships, our clients have clarity and confidence, no matter what’s next. In our nearly 100 years in business, we’ve grown to be one of the nation’s largest audit, tax, consulting, and wealth management firms. Our more than 3,300 professionals are committed to exemplary client service every day. 

Accounting

Plante Moran

Finance

<ul><li>Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, and nonprofits, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. With $19.8B in assets under management as of December 31, 2021, we have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.  &nbsp;</li><li>What does diversity, equity, and inclusion mean to Plante Moran? It means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.    &nbsp;</li></ul>

Bachelors

Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, and nonprofits, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. With $19.8B in assets under management as of December 31, 2021, we have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.   What does diversity, equity, and inclusion mean to Plante Moran? It means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.     

Insurance Agency Advisor - Entry Level  (2024)

Requirements

Responsibilities

Plante Moran

Mission & Purpose

Insurance Agency Advisor - Entry Level (2024)

Requirements

Responsibilities

Plante Moran

Mission & Purpose

Insurance Agency Advisor - Entry Level  (2024)