Winter 2026

Marketing Intern

Direct-to-Consumer (DTC) Lifecycle Marketing

Updated on 9/10/2026

Deadline 9/10/27
Western & Southern Financial Group

Western & Southern Financial Group

1,001-5,000 employees

Provides personalized financial solutions and guidance

Compensation Overview

$20.75 - $25.50/hr

White Plains, NY, USA

In Person

Bachelor's

Category
Growth & Marketing (1)
Required Skills
Microsoft Office
CRM
Word/Pages/Docs
Quality Assurance (QA)
JIRA
Marketing
Data Analysis
Excel/Numbers/Sheets
Google Analytics
PowerPoint/Keynote/Slides

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Requirements
  • High School Diploma.
  • Currently pursuing a Bachelor's degree in Marketing, Business, Communications, Digital/Traditional Marketing, Data Analytics, or a related field.
  • Willingness to learn new marketing technologies and software.
  • The role requires verbal communication and the ability to exchange accurate information with customers and associates.
  • The role requires visual acuity to read and interpret correspondence, procedures, reports, and forms and to inspect work for accuracy and neatness.
  • The role requires the ability to prepare written correspondence, reports, and forms using prescribed formats and grammar, diction, and style rules.
  • The role requires the ability to apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
  • The role requires substantial movement of the wrists, hands, and fingers for continuous computer work.
Responsibilities
  • Assist with preparing and coordinating lifecycle marketing campaigns across email, direct mail, and other customer communication channels.
  • Support campaign setup by organizing creative assets, project documentation, and campaign schedules.
  • Participate in quality assurance reviews to verify campaign accuracy, formatting, links, and brand consistency before deployment.
  • Maintain campaign calendars, project trackers, and marketing documentation.
  • Assist in gathering campaign performance data and preparing basic reports.
  • Organize marketing metrics and identify general trends under team guidance.
  • Conduct research on marketing trends, customer engagement strategies, and industry best practices.
  • Participate in team meetings and brainstorming sessions to support campaign planning.
  • Work alongside Marketing and business partners on day-to-day marketing initiatives and special projects.
  • Review marketing materials and customer communications for accuracy and consistency.
  • Support administrative and operational tasks that contribute to campaign execution.
  • Participate in training opportunities covering lifecycle marketing, customer engagement, marketing technology, and financial services marketing.
  • Perform other duties as assigned.
  • Comply with all policies and standards.
Desired Qualifications
  • Completion of introductory coursework in marketing, business, communications, or a related discipline.
  • Basic proficiency in Microsoft Office, including Excel, PowerPoint, and Word.
  • Familiarity with Excel for organizing data and creating simple reports.
  • Experience with email marketing, customer relationship management platforms, Google Analytics, or marketing automation tools.
  • Familiarity with project management or collaboration tools such as Jira, Trello, or similar platforms.
Western & Southern Financial Group

Western & Southern Financial Group

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Western & Southern Financial Group helps individuals and middle-market clients manage financial needs through personalized, face-to-face guidance. Western & Southern Life sales representatives assess goals and tailor solutions like life insurance within an agency-based system supported by mentors and managers. The firm translates complex financial concepts into practical plans focused on protection, savings, and retirement, backed by a long heritage dating to 1888. Its goal is to provide clear, stable guidance and ongoing support through a relationship-driven, professional team.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

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Simplify Jobs

Simplify's Take

What believers are saying

  • April 27, 2026 Till acquisition expands direct-to-consumer family banking immediately.
  • March 31, 2026 assets reached $132.3 billion, supporting acquisition capacity.
  • Fidelity’s IncomePoint distribution keeps Western & Southern inside employer retirement plans.

What critics are saying

  • The 2025 overtime class action targets Western-Southern and Eagle Realty’s payroll practices.
  • Armstrong v. Western & Southern shows repeated employee-benefit litigation pressure in 2026.
  • Till integration failure wastes capital and distracts management from core insurance profitability.

What makes Western & Southern Financial Group unique

  • 1888 Cincinnati mutual heritage and seven life subsidiaries anchor trust.
  • $132.3 billion in assets and managed assets signal scale and staying power.
  • Till Financial adds digital family banking to Western & Southern’s family-focused portfolio.

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Benefits

Flexible Work Hours

Performance Bonus

Company News

The Business Journals
May 1st, 2026
Western & Southern acquires fintech firm in first deal since 2022

Western & Southern has completed its first acquisition since 2022, purchasing a fintech firm to expand Gerber Life Insurance's family-focused offerings. The deal marks the company's return to acquisition activity after a two-year pause. Western & Southern indicated it has sufficient capital to pursue additional acquisitions when suitable opportunities emerge. The transaction strengthens the insurer's position in the family insurance market through enhanced technology capabilities.

Benzinga
Apr 27th, 2026
Western & Southern Financial Group acquires Till Financial to expand into digital family banking

Western & Southern Financial Group has acquired Till Financial, a fintech platform focused on digital family banking, marking a significant expansion into consumer financial services. The acquisition adds to Western & Southern's portfolio of family-focused brands, including Gerber Life Insurance and Fabric Technologies. Founded in 2018, Till provides a family banking platform featuring a mobile app and debit card with parental controls, automated allowances, shared savings goals and fraud protection. The platform helps families teach children financial literacy through hands-on money management. The deal advances Western & Southern's direct-to-consumer strategy and diversifies its offerings beyond traditional insurance products. Western & Southern, founded in 1888, serves 6.3 million customers and manages $132.3 billion in assets as of March 2026. Financial terms were not disclosed.

PR Newswire
Apr 27th, 2026
Western & Southern Financial Group Acquires Till Financial, Expanding into Digital Family Banking Services and Investing in the Next Generation

/PRNewswire/ -- Western & Southern Financial Group, a leading financial services company serving more than six million customers with insurance, retirement and...

FinSMEs
Jul 16th, 2025
Retirable Raises $10M in Series A Funding

Retirable, a NYC-based holistic retirement platform provider, raised $10m in Series A funding

The Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.