College Financial Planner Intern

Northwestern Mutual; Andover (MA); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Performance-based earnings

Learning incentives (up to $1000/month

Productivity bonuses

Licensing support (life, health, DI, L

SIE, Series 6, Series 63 registrations

Job summary

Northwestern Mutual internship program lets college students start building a financial planning practice with guidance from a Fortune 500 company and access to exclusive products.

As a College Financial Representative intern, you will learn prospecting, set meetings, develop plans, and gain exposure to planning software, while receiving coaching and licensing support to prepare for future roles.

Qualifications

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

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.

Skills

Entrepreneurial mindset

Sales-oriented

Time management

Campus involvement

Tools

Planning software

Job description

Northwestern Mutual internship program lets college students start building a financial planning practice with guidance from a Fortune 500 company and access to exclusive products.

As a College Financial Representative intern, you will learn prospecting, set meetings, develop plans, and gain exposure to planning software, while receiving coaching and licensing support to prepare for future roles.