INTERNSHIP DETAILS

Insurance Internship

CompanyCG Financial Services
LocationBath Charter Township
Work ModeOn Site
PostedApril 7, 2026
Internship Information
Core Responsibilities
Interns will rotate through key business areas to gain hands-on experience in insurance strategy, policy management, and client services. They will also participate in team meetings, professional development sessions, and contribute to internal client-focused initiatives.
Internship Type
full time
Company Size
76
Visa Sponsorship
No
Language
English
Working Hours
40 hours
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About The Company
CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond. We strive to understand your personal journey and provide an array of services that fit your individual needs. Our Personal Financial Services teams provide retirement and lifestyle planning, estate planning, tax minimization, and insurance planning for all your financial needs. For businesses, business owners, non-profits, and other organizations, our Business Financial Services teams provide extensive employee benefits, retirement plans, executive compensation packages and more. Your business is the source of your financial security to live the life you want today and provides a legacy for your family in the future. We focus on your financial goals so you can get back to doing what you love: working on your business, not for your business. As your personal CFO, we collaborate with your key service providers to create synergies that ensures your goals are addressed. This allows us to meet expectations, alleviate concerns, and proactively collaborate with your team in seeking to create the best outcome possible to meet your goals. #FinancialAdvisor #FinancialAdvisors #Fintech #FintechNews Securities offered through LPL Financial, Member SIPC. sipc.org Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
About the Role

Description

About CG Financial

CG Financial is a Registered Investment Advisor (RIA) firm specializing in wealth management, business services, insurance solutions, and a collaborative advisor network. Our mission is to deliver impactful financial guidance while fostering meaningful, long-term relationships with the individuals and businesses we serve.


About the Insurance Internship: 

Our Insurance Internship program is an immersive summer program that provides students with hands-on exposure to the insurance profession. Interns will rotate through key areas of the business to gain real-world experience and insight into a variety of career paths within the insurance industry.


During this program, interns will have the opportunity to:

  • Shadow producers and client service professionals
  • Participate in marketing, quoting, and issuing insurance policies
  • Learn about insurance strategy, business services, and operations
  • Attend team meetings and professional development sessions
  • Contribute to internal initiatives and client-focused work
  • Build foundational skills for a successful future in insurance and finance


Who We’re Looking For

We want interns who embody our CG Financial core values and are excited to grow personally and professionally. Candidates should strive to demonstrate:

  • Thirst for Knowledge: You have a curious and creative mindset, always seeking to learn and grow.
  • Innovative Problem Solver: You lead with solutions, set the tone for collaboration, and deliver with accountability.
  • Self-Motivated: You’re driven, proactive, and unafraid to take initiative or tackle challenges.
  • Authentic: You operate with honesty, integrity, and a no-drama, no politics approach.
  • Positively Impact People: You care about helping others grow your team, clients, and community – and believe in collective success.

Program Details

  • Schedule: Part-time, Summer 2025
  • Location: On-site, either in Haslett or Lapeer
  • Compensation: Paid internship (details provided during the interview process)


How to Apply

Interested candidates should submit the following:

  • Resume
  • Brief cover letter explaining interest in the program and alignment with our core values


Requirements


  • Currently pursuing a degree in finance, business, economics, marketing or a related field
  • Strong communication and analytical skills
  • Interest in wealth management and financial planning
  • Ability to work collaboratively and independently
  • Proficiency with Microsoft Office (Excel, Word, PowerPoint)


Key Skills
Financial analysisInsurance policy managementMarketingCommunicationAnalytical skillsWealth managementFinancial planningMicrosoft ExcelMicrosoft WordMicrosoft PowerPointCollaborationProblem solvingInsurance strategyBusiness operations
Categories
Finance & AccountingManagement & LeadershipMarketingCustomer Service & Support