College Financial Representative - Fairfield County, CT jobs in United States
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Northwestern Mutual ยท 22 hours ago

College Financial Representative - Fairfield County, CT

Northwestern Mutual is a Fortune 120 company offering an impactful internship program that allows students to work collaboratively with credentialed Wealth Management Advisors. Interns will help clients establish and build holistic financial plans, while gaining valuable experience and exposure to financial planning tools and software.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Obtain your Life, Accident & Health License from the state of CT
Build your client base through prospecting and networking
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to planning software platforms
Get licensed with your Life, Accident, and Health insurance license
Participate in weekly coaching, training, and development meetings

Qualification

LifeAccident & Health LicenseFinancial planningProspectingNetworkingSalesFinancial literacyBusiness savvyTime-management

Required

Obtain your Life, Accident & Health License from the state of CT
Build your client base through prospecting and networking
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to planning software platforms
Get licensed with your Life, Accident, and Health insurance license
Participate in weekly coaching, training, and development meetings
Entrepreneurial and curiosity for sales
Excellent time-management skills
Business savvy
Are you a citizen or permanent resident of the US? - Any candidates not meeting this qualification will not be considered (OPT, F1-B, etc. do not qualify)
Are you from Fairfield County or New Haven County, CT or Bronx or Westchester County, NY?
Are you currently enrolled as a college sophomore, junior, senior, or graduate student? - College freshmen are not eligible for consideration
Ability to Commute: Fairfield County, CT (Required)
Work Location: In person

Preferred

Full-time student; juniors and seniors preferred
Highly involved on campus (leader, campus orgs, student government, etc.)
Interest in financial literacy and planning tools

Benefits

Commissions
Development Stipends
Productivity Bonuses
Support for insurance licensing (life, accident, health)
Support for SIE, Series 6, Series 63 registrations (eligibility required)

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