College Financial Representative

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    Northwestern Mutual

    5,001-10,000 employeesFounded 1857Milwaukee, WIFinancial Services
    Actively hiringPaidrollingFinancial Services
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    Best applied by Oct 9

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    About the role#

    As a College Financial Representative, you will build a financial planning practice from the ground up. You will receive guidance and access to a framework for integrated financial planning. This program allows you to develop your professional network while helping others work toward financial goals. You will operate with a flexible schedule that accommodates your classes.

    What you'll do#

    • Prospect and network to build your business and client base.
    • Develop and execute a business strategy.
    • Call on potential clients and set meetings to discuss their financial goals.
    • Prepare 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 life skills that create future career opportunities.

    What you'll need#

    • You are a full-time student, preferably a junior or senior.
    • You have entrepreneurial ambitions and an interest in sales.
    • You are highly involved on campus through leadership, athletics, or student organizations.
    • You possess excellent time-management skills.
    • You have an interest in financial literacy and planning tools.
    • You are business savvy and want to improve your critical thinking abilities.
    • Majors in Business Administration, Finance, Economics, or Marketing are relevant to this role.

    Location & details#

    • This role is located in Louisville, Kentucky.
    • The work modality is on-site.
    • This is a paid, full-time internship with a rolling term.
    • Compensation includes performance-based earnings, revenue, productivity bonuses, and learning and development incentives.
    • The company provides support for insurance licensing and exam registrations, including SIE, Series 6, and Series 63, subject to eligibility.

    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.

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