College Financial Planner Intern - Flexible & Growth

Northwestern Mutual

Cincinnati (OH)

On-site

USD 500 - 1,000

Full time

5 days ago
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Benefits offered by this job

Incentives up to $1000/mo
Licensing support (SIE, Series 6, 63)
Performance-based earnings
Learning & Development incentives

Job summary

Northwestern Mutual invites college students to join our College Financial Representative internship, offering guidance, connection, and a framework to build an integrated financial planning practice while you study. You will learn prospecting, develop a business strategy, and set meetings with potential clients to understand their financial goals.

You’ll gain exposure to planning software, receive weekly coaching, and work toward licensing such as Life/Health/Diabetes products.

Qualifications

  • Full-time student; juniors and seniors preferred
  • Entrepreneurial mindset and curiosity for sales
  • Highly involved on campus (leader, athlete, campus orgs, 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 mindset
Time management
Campus involvement
Sales interest
Communication skills

Job description

Northwestern Mutual invites college students to join our College Financial Representative internship, offering guidance, connection, and a framework to build an integrated financial planning practice while you study. You will learn prospecting, develop a business strategy, and set meetings with potential clients to understand their financial goals.

You’ll gain exposure to planning software, receive weekly coaching, and work toward licensing such as Life/Health/Diabetes products.

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