Financial Representative Intern: Practice and Licensing
Northwestern Mutual
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Job summary
Northwestern Mutual in Houston offers a College Financial Representative internship that guides you to build an integrated financial planning practice while you pursue your degree.
You will learn prospecting, developing a business strategy, meeting potential clients, and using planning software, with weekly coaching and opportunities to obtain licensing such as Series 6/63 or CFP, all within a Fortune 500 framework.
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
Education
Tools
Job description
Northwestern Mutual in Houston offers a College Financial Representative internship that guides you to build an integrated financial planning practice while you pursue your degree.
You will learn prospecting, developing a business strategy, meeting potential clients, and using planning software, with weekly coaching and opportunities to obtain licensing such as Series 6/63 or CFP, all within a Fortune 500 framework.
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