Retirement Marketing Intern - Summer 2025

Retirement Marketing Intern - Summer 2025

Please note that we do not offer visa sponsorship for this position.

ROLE SUMMARY:

The retirement marketing internship offers you a solid introduction to this exciting and fast-paced industry. It will teach you the basics of 403(b) and 457 plan, the importance of managing the plan sponsor, agent, and policyholder relationships while helping you to develop skills by executing marketing campaigns while working on real projects. One of the primary goals of the Retirement Team is to generate interest in National Life Group flexible premium products to increase sales in public K-12. As a retirement marketing intern your role will be to help us create a marketing campaign focused on this or an alternative market that is engaging and drives clients to our product or agents. The primary tasks will include:

• researching target markets
• planning and executing marketing campaigns
• creating and/or editing marketing materials
• tracking campaign results

The results of the campaign will be used to shape future campaign strategies.

RESPONSIBILITIES:

This internship will provide you with hands on experience working with the Retirement Team, Plan Sponsor Clients and Agent Clients. It will teach the basics of 403(b) and 457 plans, the importance of managing the plan sponsor, agent, and policyholder relationships while helping you to develop skills by executing marketing campaigns while working on real projects. You will gain an understanding of the retirement landscape and the various roles in the industry that support American’s saving for retirement.

QUALIFICATIONS:

• Education: Pursuing a bachelor’s degree in Marketing, Business, Communications, Finance, or a related field.
• Graduation Year: Anticipated graduation between 2025-2027 (rising junior or senior).
• Functional Experience: Previous experience (through school projects, clubs, or internships) in marketing, communications, or business is a plus, but not required.
• Technical Skills:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Familiarity with basic marketing concepts and platforms (e.g., social media, email marketing, or digital marketing tools) is helpful.
• Ability to research, organize data, and create basic reports.

• Interest in Industry: An eagerness to learn about the retirement landscape, specifically 403(b) and 457 plans, and the insurance/financial services industry.

HOW YOU SHOW UP:

• Motivated Self-Starter: You are driven, curious, and ready to learn about the retirement services industry. You seek out information and resources proactively and are eager to tackle new challenges.
• Effective Communicator: You can clearly and confidently express ideas, whether it's collaborating with the retirement team, presenting research findings, or writing marketing content.
• Collaborative Team Player: You work well in a team and can build relationships with diverse groups, including Plan Sponsor Clients, Agent Clients, and your colleagues.
• Organized and Detail-Oriented: You have a knack for staying organized, meeting deadlines, and paying attention to the finer details in projects.
• Adaptable and Resilient: You thrive in an environment where things can change quickly, and you are comfortable working independently with minimal supervision in a fast-paced, sometimes ambiguous setting.
• Creative Problem-Solver: You enjoy coming up with new ideas and solutions, especially when faced with challenges in planning and executing marketing campaigns.
• Eager to Learn: You have a strong interest in marketing, financial services, and supporting Americans in their journey toward retirement savings.

PROGRAM HIGHLIGHTS:

• 10-week paid internship (June 3-Aug 8) with formal orientation and onboarding
• Networking opportunities with peers and leaders throughout the summer
• Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event
• Presentation skills coaching sessions
• Learning opportunities throughout program
• Access to mentors (former program participants)

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.  National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.   

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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