About the role#
College Financial Representatives build an integrated financial planning practice from the ground up. You will work with local and national experts, use exclusive financial products, and gain professional experience. This program mimics the full-time Financial Representative career, allowing you to develop your own business strategy 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 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 life skills that support future career opportunities.
What you'll need#
- You are a full-time student, preferably a junior or senior.
- You have entrepreneurial ambitions and a curiosity for sales.
- You are highly involved on campus in organizations, athletics, or student government.
- You have excellent time-management skills.
- You show interest in financial literacy and planning tools.
- You possess business savvy and a desire to improve your critical thinking.
- Preferred majors include Business Administration, Finance, Economics, or Marketing.
Location & details#
- This role is based in Bozeman, Montana.
- The position is on-site.
- This is a paid, full-time internship program.
- The term is rolling, allowing for year-round participation.
- Sponsorship is not provided for this role.
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.
