Tax Intern
Romeo, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Romeo, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Davison, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Quick apply
Tax Intern
Davison, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Mount Pleasant, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Mount Pleasant, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Okemos, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Quick apply
Tax Intern
Okemos, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Traverse City, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Traverse City, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Romeo, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Quick apply
Tax Intern
Romeo, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Saginaw, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Saginaw, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Clinton, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Clinton, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Mount Pleasant, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Quick apply
Tax Intern
Mount Pleasant, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Midland, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Midland, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Bay City, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Bay City, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Sault Sainte Marie, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Sault Sainte Marie, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Grandville, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Quick apply
Tax Intern
Grandville, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Bay City, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Quick apply
Tax Intern
Bay City, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Clinton Township, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Quick apply
Tax Intern
Clinton Township, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Davison, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Davison, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Ann Arbor, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Quick apply
Tax Intern
Ann Arbor, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Sault Sainte Marie, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Quick apply
Tax Intern
Sault Sainte Marie, MI · On-site
$15/hr
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Marquette, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Marquette, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Ann Arbor, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Tax Intern
Ann Arbor, MI · On-site
... their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working ... Intentions of completing Enrolled Agent and/or Certified Publish Accountant license * Ability to ...
Intern Final Expense Agent information
What are the key skills and qualifications needed to thrive as an intern final expense agent?
To thrive as an Intern Final Expense Agent, you need a basic understanding of insurance principles, strong sales acumen, and usually a state insurance license or willingness to obtain one. Familiarity with customer relationship management (CRM) software and quoting tools is common, and training may cover compliance and underwriting systems. Outstanding interpersonal skills, active listening, and resilience help agents connect with clients and navigate sensitive conversations about end-of-life planning. These skills and qualifications are crucial for building trust, meeting sales targets, and ensuring clients' needs are compassionately and accurately addressed.
What does an intern final expense agent do?
An Intern Final Expense Agent assists clients in selecting and purchasing final expense insurance policies, which are designed to cover end-of-life costs such as funeral expenses and medical bills. As an intern, the agent typically works under the supervision of a licensed professional, learning about insurance products, sales techniques, and regulatory requirements. Interns may also help with client outreach, answering questions, and processing paperwork. This role provides valuable experience in the insurance industry and can lead to a full-time position upon successful completion of the internship.
What are some common challenges faced by an intern final expense agent during their first few months on the job?
As an Intern Final Expense Agent, a common challenge is quickly building trust and rapport with clients who may be discussing sensitive end-of-life topics. Additionally, learning the specifics of various final expense insurance products and navigating regulatory requirements can be overwhelming at first. New agents also often work to develop effective prospecting and sales techniques, while managing a flexible schedule and meeting team performance goals. Support from experienced mentors and ongoing training are usually provided to help overcome these initial hurdles.
What is the difference between Intern Final Expense Agent vs Final Expense Agent?
| Aspect | Intern Final Expense Agent | Final Expense Agent |
|---|---|---|
| Credentials | Typically in training, may not require licenses initially | Requires insurance licenses and certifications |
| Work Environment | Learning-focused, supervised, often part-time or internship | Full-time, client-facing, independent or agency-based |
| Industry Usage | Entry-level, training phase within insurance industry | Established role for selling final expense insurance |
In summary, an Intern Final Expense Agent is a trainee gaining experience and may not yet hold licenses, while a Final Expense Agent is a licensed professional actively selling insurance policies. The internship provides foundational knowledge, whereas the final expense agent role involves direct client interaction and sales.
What are the most commonly searched types of Final Expense Agent jobs in Michigan? The most popular types of Final Expense Agent jobs in Michigan are:
What cities in Michigan are hiring for Intern Final Expense Agent jobs? Cities in Michigan with the most Intern Final Expense Agent job openings:
Job description
Tax Intern
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients' taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.
As a Tax Intern, you will be integrated into the Family Office. Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about tax accounting and the important relationship tax accounting has with financial services. Our flexible working hours will allow you to gain valuable hands-on experience in the field while obtaining your degree. Full-time and part-time opportunities available, throughout the entire year.
Essential Job Functions:
Education/Knowledge & Skills:
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients' taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.
As a Tax Intern, you will be integrated into the Family Office. Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about tax accounting and the important relationship tax accounting has with financial services. Our flexible working hours will allow you to gain valuable hands-on experience in the field while obtaining your degree. Full-time and part-time opportunities available, throughout the entire year.
Essential Job Functions:
- Analyze Tax Liability
- Prepare Tax Projections
- Attend meetings and trainings
- Work with the Tax Team to assist in servicing clients
- Comply with all industry rules and regulations
- All other task assigned
Education/Knowledge & Skills:
- Ability to effectively manage competing priorities
- Strong sense of professional and personal accountability
- Basic computer skills and experience with Microsoft Office applications
- Strong written and verbal communication skills
- Strong work ethic
- Highly motivated and a self-starter
- Strong leadership qualities and an entrepreneurial spirit
- In pursuit of Bachelor's Degree in Accounting. Finance, or related field preferred
- Intentions of completing Enrolled Agent and/or Certified Publish Accountant license
- Ability to obtain active Preparer Tax Identification Number (PTIN)
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
About Hantz Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Southfield, MI, US
Year founded
1998