College Financial Rep Intern: Build Your Planning Practice

Northwestern Mutual; Wellesley (MA); Hybrid; USD 1,000 - 2,000; Part time

Benefits offered by this job

Performance-based earnings

Learning and Development Incentives

Support for insurance licensing

Job summary

Northwestern Mutual is seeking College Financial Representatives for their internship program in Wellesley, Massachusetts. This role allows students to build a financial planning practice while receiving guidance and support from experienced professionals. As an intern, you'll learn crucial skills such as networking, business strategy development, and client engagement.

You’ll gain invaluable insights into financial planning and have opportunities for performance-based earnings and bonuses. Eligible students may also interview for full-time roles after graduation. Opportunities for licensing and personal growth are included.

Qualifications

• Must be a full-time student, preferably a junior or senior.
• Strong interest in sales and financial planning is necessary.
• Active participation in campus activities is a plus.

Responsibilities

• Learn how to prospect and network to build your business and client base.
• Develop and execute a business strategy.
• Call potential clients and set meetings to understand their financial goals.
• Prepare financial plans and offer useful recommendations.
• Gain exposure to proprietary planning software platforms.
• Engage in weekly coaching, training, and development meetings.
• Receive necessary risk product state licensing.

Skills

Entrepreneurial ambitions and curiosity for sales

Excellent time-management skills

Interest in financial literacy and planning tools

Business savvy

Ability to increase critical thinking abilities

Education

Full-time student; juniors and seniors preferred

Job description

Northwestern Mutual is seeking College Financial Representatives for their internship program in Wellesley, Massachusetts. This role allows students to build a financial planning practice while receiving guidance and support from experienced professionals. As an intern, you'll learn crucial skills such as networking, business strategy development, and client engagement.

You’ll gain invaluable insights into financial planning and have opportunities for performance-based earnings and bonuses. Eligible students may also interview for full-time roles after graduation. Opportunities for licensing and personal growth are included.