Financial Planning Intern: Launch Your Advisory Practice

Northwestern Mutual; Toledo (OH); Sur place; USD 500 - 1 000; Plein temps

Avantages offerts par ce poste

Performance-based earnings

Licensing support

Learning incentives

Productivity bonuses

Registration support

Résumé du poste

Northwestern Mutual in Ohio offers a College Financial Representative internship that guides you to build an integrated financial planning practice while you study.

You will learn prospecting, develop and execute a business strategy, call on potential clients, and gain exposure to planning software with weekly coaching and licensing support. The program offers a flexible schedule and potential progression to a full-time role after graduation.

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

Responsabilités

• 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

Connaissances

Entrepreneurial mindset

Sales curiosity

Campus involvement

Time management

Financial literacy interest

Critical thinking

Description du poste

Northwestern Mutual in Ohio offers a College Financial Representative internship that guides you to build an integrated financial planning practice while you study.

You will learn prospecting, develop and execute a business strategy, call on potential clients, and gain exposure to planning software with weekly coaching and licensing support. The program offers a flexible schedule and potential progression to a full-time role after graduation.