College Financial Planner Intern

Northwestern Mutual; Tampa (FL); On-site; USD 500 - 1,000; Full time

Benefits offered by this job

Performance-based earnings and revenue

Learning and Development Incentives (\

Productivity Bonuses

Support for insurance licensing (life,

Support for SIE, Series 6, Series 63

Job summary

Northwestern Mutual's College Financial Representative internship guides you to build an integrated financial planning practice while you study, with access to local and nationwide experts and exclusive products. You’ll balance classes with a flexible schedule, receive weekly coaching, and have licensing support (SIE, Series 6/63) as you develop your client base and professional network.

A path to full-time roles upon graduation is available, with recognition at events and opportunities to

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

Responsibilities

• 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.
• Build life skills that create future career opportunities

Skills

Entrepreneurial mindset

Campus involvement

Time management

Sales interest

Networking

Education

Currently enrolled college student

Tools

Proprietary planning software

Job description

Northwestern Mutual's College Financial Representative internship guides you to build an integrated financial planning practice while you study, with access to local and nationwide experts and exclusive products. You’ll balance classes with a flexible schedule, receive weekly coaching, and have licensing support (SIE, Series 6/63) as you develop your client base and professional network.

A path to full-time roles upon graduation is available, with recognition at events and opportunities to