College Financial Planner Intern

Northwestern Mutual; Leawood (KS); On-site; USD 500 - 1,000; Full time

Job summary

Northwestern Mutual College Financial Representatives are interns who learn to build an integrated financial planning practice while receiving guidance from local and nationwide experts within a Fortune 500 company.

As a full-time student, you’ll develop a business strategy, prospect clients, and gain exposure to planning software and licensing opportunities like Series 6/63. The program offers flexible scheduling to fit your classes and growth opportunities after graduation.

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
• Receive Risk Product State Licensing: Life, Accident, and Health
• Build life skills that create future career opportunities

Skills

Student status

Entrepreneurial spirit

Campus involvement

Time management

Financial literacy

Business acumen

Job description

Northwestern Mutual College Financial Representatives are interns who learn to build an integrated financial planning practice while receiving guidance from local and nationwide experts within a Fortune 500 company.

As a full-time student, you’ll develop a business strategy, prospect clients, and gain exposure to planning software and licensing opportunities like Series 6/63. The program offers flexible scheduling to fit your classes and growth opportunities after graduation.