About the role#
As a College Financial Representative, you will build a financial planning practice from the ground up. You will gain experience in the financial services industry, develop a professional network, and work with experts to help clients reach their financial goals. This role offers a flexible schedule to accommodate your classes and academic commitments.
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 plans and offer recommendations to clients.
- Engage in weekly coaching, training, and development meetings.
- Gain exposure to proprietary planning software.
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, such as in student government, athletics, or other organizations.
- You have a strong interest in financial literacy and planning tools.
- You possess solid time-management skills and a desire to improve your critical thinking.
- Preferred majors include Business Administration, Finance, Economics, and Marketing.
Location & details#
- Location: Woodland Hills, California.
- Modality: On-site.
- This is a paid, full-time internship with a rolling term.
- Compensation includes performance-based earnings, productivity bonuses, and learning incentives. The company provides 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.
