College Financial Planner Intern - Build Your Practice

Northwestern Mutual

Carmel (IN)

On-site

USD 500 - 1,000

Full time

14 days+

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Benefits offered by this job

Learning & Development incentives
Productivity bonuses
Licensing support (SIE, Series 6 & 63)
Interview pathway to full-time

Job summary

Northwestern Mutual offers a College Financial Representative internship designed to guide students in building a financial planning practice while they study. You’ll learn prospecting, strategy development, and client meetings, with access to proprietary planning tools and weekly coaching.

Successful interns may interview for full-time roles after graduation. The program provides licensing support (Life, Health, and DI) and opportunities to participate in local and national recognition events

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

Entrepreneurial ambitions
Campus involvement
Time management
Sales curiosity
Financial literacy interest
Critical thinking

Job description

Northwestern Mutual offers a College Financial Representative internship designed to guide students in building a financial planning practice while they study. You’ll learn prospecting, strategy development, and client meetings, with access to proprietary planning tools and weekly coaching.

Successful interns may interview for full-time roles after graduation. The program provides licensing support (Life, Health, and DI) and opportunities to participate in local and national recognition events

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