College Financial Rep Intern: Build Your Planning Practice

Northwestern Mutual; Rockland (MA); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Learning & Development incentives

Productivity bonuses

Licensing support (life, health, DI, L

Registration support (SIE, Series 6/63

Job summary

Northwestern Mutual’s College Financial Representative internship program provides guidance, connection, and a framework for building an integrated financial planning practice while in college. You will work with local and nationwide experts, exclusive products, and the support of a Fortune 500 company to build confidence, a professional network, and a pathway to future opportunities.

The program offers flexible scheduling around classes, access to licensing paths such as Series 6/63 or CFP, and

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

Sales curiosity

Time management

Financial literacy interest

Business savvy

Critical thinking

Campus involvement

Education

College student (juniors/seniors preferred)

Tools

Proprietary planning software

Job description

Northwestern Mutual’s College Financial Representative internship program provides guidance, connection, and a framework for building an integrated financial planning practice while in college. You will work with local and nationwide experts, exclusive products, and the support of a Fortune 500 company to build confidence, a professional network, and a pathway to future opportunities.

The program offers flexible scheduling around classes, access to licensing paths such as Series 6/63 or CFP, and