About the role#
As a College Financial Representative, you will build a financial planning practice from the ground up. You will learn to manage your own business while receiving guidance from local and national experts. This program is designed to help you build professional networks and develop skills in financial planning.
What you'll do#
- Prospect and network to build your client base.
- Develop and execute a business strategy.
- Call potential clients to set meetings and understand their financial goals.
- Prepare financial plans and offer recommendations.
- Gain experience with proprietary planning software platforms.
- Participate in weekly coaching, training, and development meetings.
- Obtain Risk Product State Licensing for Life, Accident, and Health.
- Build life skills that support your future career.
What you'll need#
- You must be a full-time student, preferably a junior or senior.
- We look for entrepreneurial ambition and a curiosity for sales.
- Candidates should be highly involved on campus through leadership roles, athletics, or student organizations.
- Strong time-management skills are required.
- You should have an interest in financial literacy and planning tools.
- We value business savvy and a desire to improve critical thinking abilities.
- Relevant majors include Business Administration, Finance, Economics, and Marketing.
Location & details#
- Location: Stamford, Connecticut.
- Modality: On-site.
- This is a paid, full-time internship.
- The program term is rolling, allowing for year-round participation.
- Compensation includes performance-based earnings, productivity bonuses, and learning incentives. We provide support for insurance licensing and professional registrations.
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.
