College Financial Planner Intern

Northwestern Mutual; Campbell (CA); Sur place; USD 500 - 1 000; Plein temps

Avantages offerts par ce poste

Licensing support

Development incentives

Résumé du poste

Northwestern Mutual invites college students to join its internship program as College Financial Representatives, offering hands-on experience to build a personal financial planning practice while studying. You’ll partner with local and nationwide experts and a Fortune 500 company, gaining coaching, tools, and licensing support to pursue future opportunities.

As an intern, you’ll craft a client strategy, develop plans, and meet prospective clients, with a path to full-time roles after

Qualifications

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

Responsabilités

• 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.

Connaissances

Entrepreneurial mindset

Sales aptitude

Campus leadership

Time management

Interest in financial planning

Description du poste

Northwestern Mutual invites college students to join its internship program as College Financial Representatives, offering hands-on experience to build a personal financial planning practice while studying. You’ll partner with local and nationwide experts and a Fortune 500 company, gaining coaching, tools, and licensing support to pursue future opportunities.

As an intern, you’ll craft a client strategy, develop plans, and meet prospective clients, with a path to full-time roles after