Financial Planning Internship: Build Your Practice

Northwestern Mutual

Sarasota (FL)

On-site

USD 500 - 1,000

Part time

6 days ago
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Benefits offered by this job

Performance-based earnings
Learning & Development incentives
Productivity bonuses
Licensing support (life/health/DI/LTC)
Licensing exams (SIE, Series 6, Series

Job summary

Northwestern Mutual offers College Financial Representatives internship, guiding students to build an integrated financial planning practice while leveraging the support of a Fortune 500 company. As a College Financial Representative, you’ll develop business strategies, prospect for clients, and gain licensing support for Life, Health, and securities, with flexible schedule around classes.

This program provides coaching, exclusive products, national exposure, and a path to professional growth

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

Skills

Entrepreneurial ambitions
Sales curiosity
Time management
Campus involvement
Financial literacy
Business savvy

Education

Full-time student

Tools

Planning software

Job description

Northwestern Mutual offers College Financial Representatives internship, guiding students to build an integrated financial planning practice while leveraging the support of a Fortune 500 company. As a College Financial Representative, you’ll develop business strategies, prospect for clients, and gain licensing support for Life, Health, and securities, with flexible schedule around classes.

This program provides coaching, exclusive products, national exposure, and a path to professional growth

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