College Financial Rep Intern: Build Your Planning Practice

Northwestern Mutual

Appleton (WI)

Hybrid

USD 1,000 - 2,000

Part time

14 days+

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Benefits offered by this job

Performance-based earnings
Learning and Development Incentives
Productivity Bonuses
Support for insurance licensing

Job summary

Northwestern Mutual in Appleton, Wisconsin, is seeking College Financial Representatives for an internship program. This position allows students to build their financial planning practice with guidance from experts. Responsibilities include prospecting clients, executing business strategies, and preparing financial plans. Ideal candidates are juniors and seniors with entrepreneurial ambitions and strong time-management skills. Compensation includes performance-based earnings, learning incentives, and bonuses. Opportunities for licensing support and transition to full-time roles upon graduation are available.

Qualifications

  • 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.

Education

Full time student (juniors and seniors preferred)

Job description

Northwestern Mutual in Appleton, Wisconsin, is seeking College Financial Representatives for an internship program. This position allows students to build their financial planning practice with guidance from experts. Responsibilities include prospecting clients, executing business strategies, and preparing financial plans. Ideal candidates are juniors and seniors with entrepreneurial ambitions and strong time-management skills. Compensation includes performance-based earnings, learning incentives, and bonuses. Opportunities for licensing support and transition to full-time roles upon graduation are available.
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