College Financial Rep Intern: Build Your Planning Practice

Northwestern Mutual

Elm Grove (WI)

On-site

USD 500 - 1,000

Part time

4 days ago
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Benefits offered by this job

Performance-based earnings
Learning and Development Incentives (≤
Productivity Bonuses
Licensing support (life, health, DI, L
SIE, Series 6, Series 63 registrations

Job summary

Northwestern Mutual invites college students to join an internship program as College Financial Representatives, providing hands-on experience to build a complete financial planning practice under the umbrella of a Fortune 500 company.

Interns enjoy a flexible schedule around classes, coaching, and regional/national recognition events, with opportunities to continue into full-time roles after graduation and to pursue licenses such as Series 6/63 or CFP®.

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
Sales interest
Campus involvement
Time management
Financial literacy interest
Business savvy

Tools

Planning software

Job description

Northwestern Mutual invites college students to join an internship program as College Financial Representatives, providing hands-on experience to build a complete financial planning practice under the umbrella of a Fortune 500 company.

Interns enjoy a flexible schedule around classes, coaching, and regional/national recognition events, with opportunities to continue into full-time roles after graduation and to pursue licenses such as Series 6/63 or CFP®.

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