College Financial Planning Internship: Build Your Client Base

Northwestern Mutual

Seattle (WA)

On-site

USD 500 - 1,000

Part time

8 days ago

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Benefits offered by this job

Learning incentives
Productivity bonuses
Licensing support
Registration support

Job summary

Northwestern Mutual College Financial Representative internship offers guidance, resources, and a framework to build an integrated financial planning practice while you study. You’ll learn prospecting, business strategy, client meetings, and planning using our proprietary tools, with weekly coaching and licensing support.

A pathway to full-time roles exists after graduation. As a student, you gain leadership opportunities, nationwide expertise, and eligibility to interview for future roles, all

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
Financial literacy interest
Business savviness

Job description

Northwestern Mutual College Financial Representative internship offers guidance, resources, and a framework to build an integrated financial planning practice while you study. You’ll learn prospecting, business strategy, client meetings, and planning using our proprietary tools, with weekly coaching and licensing support.

A pathway to full-time roles exists after graduation. As a student, you gain leadership opportunities, nationwide expertise, and eligibility to interview for future roles, all

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