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Northwestern Mutual · 1 day ago

Financial Representative Internship

NYC Metro Area

Internship

Onsite

Intern

Northwestern Mutual is a leading financial services company recognized for its exceptional internship program. As a Financial Representative Intern, you will gain real-world experience in finance, work with clients to assess their needs, and provide tailored financial solutions while receiving mentorship and support from experienced professionals.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Meet with Clients: You'll set up appointments to discuss your clients' current financial situation

Analyze the Client's Situation: Through extensive fact-finding, you'll uncover long-term goals that you will use to help determine your clients' needs

Make Recommendations: After evaluating your client's current situation and goals, you'll determine what products can help fill their needs and present the appropriate solutions

Provide Ongoing Service: You'll continue to work with your clients beyond the close of the sale in the same way as financial representatives contact them twice per year to determine whether their needs have changed, and keep them aware of the resources available to them

Qualification

LifeAccidentHealth LicenseFinancial advisingClient relationship managementEntrepreneurial mindsetOutgoing personalityGoal-orientedSelf-motivatedTeam collaboration

Required

Full-time college students, juniors, and seniors, masters preferred

Students involved in on-campus activities including athletics, clubs, and professional organizations or community/philanthropic organizations

Individuals who are driven, entrepreneurial, self-motivated, great at building relationships and goal-oriented, and dedicated to personal and professional success

Outgoing, positive and enthusiastic individuals who are very serious about their personal and professional growth

We are open to students from all majors but prefer those enrolled in a business-related major

Benefits

Mentors and coaches who meet with you regularly to help evaluate and fine-tune your efforts for the greatest results.

Trusted financial specialists and advisors to help you create customized solutions for your clients.

World-class Northwestern Mutual products and services include life insurance, disability income insurance, and education funding options, as well as retirement planning, estate planning, and investment options.