About the role#
As a College Financial Representative, you will build an integrated financial planning practice. You will work with local and nationwide experts while using our financial products and planning resources. This role allows you to build a professional network and gain experience in the financial services industry while balancing your academic schedule.
What you'll do#
- Prospect and network to build your client base.
- Develop and execute a business strategy.
- Call potential clients and set meetings to discuss their financial goals.
- Prepare plans and offer recommendations.
- Use proprietary planning software platforms.
- Attend weekly coaching, training, and development meetings.
- Obtain Risk Product State Licensing for Life, Accident, and Health.
- Build skills for future career opportunities.
What you'll need#
- You are a full-time student, preferably a junior or senior.
- Majors in Business Administration, Finance, or Economics are relevant.
- You have an entrepreneurial mindset and an interest in sales.
- You are highly involved on campus, such as in student government, athletics, or other organizations.
- You possess strong time-management skills.
- You have a genuine interest in financial literacy and planning tools.
- You demonstrate business savvy and a desire to improve your critical thinking.
Location & details#
- Location: Toledo, Ohio.
- Work modality: On-site.
- This is a paid, full-time internship with a rolling term.
- Compensation includes performance-based earnings, productivity bonuses, and learning incentives. We provide support for insurance licensing and professional registrations including the SIE, Series 6, and Series 63.
About Northwestern Mutual
Northwestern Mutual is a financial services company founded in 1857. It provides insurance, annuities, and wealth management services to over 4.5 million clients. The firm operates with offices in Milwaukee and New York. It manages over 125 billion dollars in client assets.
How to get in at Northwestern Mutual
Applying early to Northwestern Mutual gives you a distinct advantage because recruiters review applications as they arrive. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you apply among the first and get seen before the pile grows. Reaching out to the right person often yields better results than submitting an application into a general queue. Intern Insider surfaces the recruiters behind the company roles so you can reach out directly to ask about the role or a referral, which materially improves response rates.
