College Financial Planner Intern | Flexible Hours & Licensing

Northwestern Mutual

Town of Pittsford (NY)

On-site

USD 500 - 1,000

Full time

14 days+

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Benefits offered by this job

Licensing support
Bonuses
Incentives
Registration prep

Job summary

Northwestern Mutual offers a College Financial Representative internship that guides students to build an integrated financial planning practice while connecting with experts and exclusive products from a Fortune 500 company. You will learn prospecting, develop a business strategy, set meetings with potential clients, and gain exposure to planning software.

A flexible schedule supports classes, with potential to interview for full-time roles 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

Entrepreneurial mindset
Time management
Campus involvement
Sales interest
Business acumen

Education

Full-time student

Tools

Planning software

Job description

Northwestern Mutual offers a College Financial Representative internship that guides students to build an integrated financial planning practice while connecting with experts and exclusive products from a Fortune 500 company. You will learn prospecting, develop a business strategy, set meetings with potential clients, and gain exposure to planning software.

A flexible schedule supports classes, with potential to interview for full-time roles after graduation.

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