College Financial Planner Intern — Flexible Schedule

Northwestern Mutual; Town of Texas (WI); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Learning and Development Incentives (≤

Productivity Bonuses

Licensing support (SIE, Series 6, 63)

Job summary

Northwestern Mutual’s College Financial Representative internship offers guidance, a framework to build an integrated financial planning practice, and access to exclusive products within a Fortune 500 company. You’ll develop a professional network, gain hands-on experience, and prepare for licensing while balancing classes.

As a student, you’ll learn prospecting, business strategy, client meetings, and use planning software.

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 curiosity

Financial literacy

Business savvy

Job description

Northwestern Mutual’s College Financial Representative internship offers guidance, a framework to build an integrated financial planning practice, and access to exclusive products within a Fortune 500 company. You’ll develop a professional network, gain hands-on experience, and prepare for licensing while balancing classes.

As a student, you’ll learn prospecting, business strategy, client meetings, and use planning software.