College Financial Planning Intern | Flexible Schedule

Northwestern Mutual

Middleton (MA)

On-site

USD 1,000 - 2,000

Part time

14 days+

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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 provides guidance, real-world client exposure, and a path to build a financial planning practice while you study. You’ll receive coaching, access to exclusive products, and the support of a Fortune 500 company.

As an intern, you’ll learn prospecting, planning, and licensing steps, with flexible hours to fit your schedule and opportunities to join local and national recognition events in your development path.

Qualifications

  • Full-time student; juniors and seniors preferred.
  • Entrepreneurial ambitions and curiosity for sales.
  • Highly involved on campus (leader, athlete, campus orgs, student government).
  • 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.

Skills

Entrepreneurial mindset
Sales curiosity
Time management
Financial literacy interest
Campus involvement

Education

College student (undergraduate)

Tools

Proprietary planning software

Job description

Northwestern Mutual’s College Financial Representative internship provides guidance, real-world client exposure, and a path to build a financial planning practice while you study. You’ll receive coaching, access to exclusive products, and the support of a Fortune 500 company.

As an intern, you’ll learn prospecting, planning, and licensing steps, with flexible hours to fit your schedule and opportunities to join local and national recognition events in your development path.

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