Ameritas
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 case
s
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
S
trong 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.
We’re
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,
we’re
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 la
w.
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 case
s
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
S
trong 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.
We’re
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,
we’re
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 la
w.