College Financial Representative, Internship Program
Northwestern Mutual · Melville, NY, US
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About the Role
Northwestern Mutual's internship program provides guidance and a framework for building an integrated financial planning practice. You will develop your confidence, professional network, and help clients achieve financial freedom. This role offers a flexible schedule and opportunities for personal and professional growth.
Responsibilities
- 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
Requirements
- 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
Location
- Onsite
Work Type
- Internship
- Full-time
- Part-time
Experience Level
- Internship
Education Level
- Student (Junior/Senior preferred)
Salary/Compensations
- Performance-based earnings and revenue
- Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
- Productivity Bonuses
Benefits
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
About the Company
- For over 165 years, Northwestern Mutual has helped clients achieve financial freedom through comprehensive and innovative financial planning.
- The company combines the expertise of financial professionals with a personalized digital experience and industry-leading products.
- Northwestern Mutual offers tailored approaches including insurance, investments, and annuities.
- The company is recognized for its unmatched financial strength and access to the best products and services.
- Northwestern Mutual is a Fortune 500 company (2023) with a strong client base and significant assets under management.
- The company is recognized as a Best Place to Work for LGBTQ+ Equality and has received awards for its internship programs.
Equal Opportunity
- Northwestern Mutual values an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes.
- The company strives to create teams that reflect its customers and communities, fostering an environment where all employees are welcomed, valued, and heard.