About the role#
As a College Financial Representative, you will build an integrated financial planning practice from the ground up. You will gain experience by working with local and nationwide experts while using proprietary financial products. This role provides a framework to help you develop your professional network and build confidence.
What you'll do#
- Prospect and network to build your business and client base.
- Develop and execute a personal business strategy.
- Call potential clients and set meetings to understand their financial goals.
- Prepare financial plans and offer recommendations.
- Gain exposure to proprietary planning software platforms.
- Participate in weekly coaching, training, and development meetings.
- Obtain Risk Product State Licensing for Life, Accident, and Health.
- Build professional life skills.
What you'll need#
- Current enrollment as a full-time student, with a preference for juniors and seniors.
- Academic background in Business Administration, Finance, Economics, or Marketing.
- Entrepreneurial ambitions and a curiosity for sales.
- Active involvement on campus, such as leadership roles, athletics, or student organizations.
- Strong time-management skills.
- An interest in financial literacy and planning tools.
- Business savvy and a desire to improve critical thinking abilities.
Location & details#
- Location: Los Angeles, California.
- Modality: On-site.
- Term: Rolling.
- Compensation: This is a paid position featuring performance-based earnings, productivity bonuses, and learning incentives. The company provides support for insurance licensing and exam registrations including 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.
