College Financial Representative Internship jobs in United States
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Northwestern Mutual ยท 4 days ago

College Financial Representative Internship

Northwestern Mutual is a Fortune 500 company that offers a College Financial Representative Internship aimed at building an integrated financial planning practice. Interns will have the opportunity to develop business strategies, engage with clients, and gain exposure to financial planning tools while receiving support for licensing and professional growth.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Ella Van Vreede
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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
Get licensed with your Life, Accident, and Health insurance license
Build life skills that create future career opportunities

Qualification

LifeAccidentHealth licenseSeries 6 registrationSeries 63 registrationFinancial planning toolsEntrepreneurial ambitionsSales curiosityBusiness savvyTime-management skillsCritical thinking

Required

Ability to learn how to prospect and network to build your business and client base
Ability to develop and execute on a business strategy
Ability to call on potential clients and set meetings to understand their financial goals
Ability to prepare plans and offer useful recommendations
Ability to gain exposure to proprietary planning software platforms
Willingness to engage in weekly coaching, training, and development meetings
Ability to get licensed with your Life, Accident, and Health insurance license
Ability to build life skills that create future career opportunities

Preferred

Full-time student: juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc.)
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities

Benefits

Performance-based earnings and revenue
Learning and Development Incentives
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for investment licensing - 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