Summer Internship - Financial Representative jobs in United States
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Northwestern Mutual ยท 1 day ago

Summer Internship - Financial Representative

Northwestern Mutual is a Fortune 500 company offering a Summer Internship program for College Financial Representatives. The role provides guidance and a framework for building an integrated financial planning practice while allowing interns to develop their business strategies and client relationships.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities

Qualification

Financial planningBusiness strategy developmentProprietary planning softwareRisk Product State LicensingNetworkingCoachingTrainingClient relationship managementCommunication skills

Required

College student or recent graduate
Ability to prospect and network to build a business and client base
Willingness to develop and execute on a business strategy
Ability to call on potential clients and set meetings to understand their financial goals
Capability to prepare plans and offer useful recommendations
Exposure to proprietary planning software platforms
Participation in weekly coaching, training, and development meetings
Ability to receive Risk Product State Licensing: Life, Accident, and Health
Skills that create future career opportunities

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase