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 experts and using proprietary planning software. This program is designed to help you develop professional skills, build a network, and gain confidence in the financial services industry.
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.
- Engage in weekly coaching, training, and development meetings.
- Obtain Risk Product State Licensing for Life, Accident, and Health.
- Build professional skills for your future career.
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 roles, athletics, or student organizations.
- You have strong time-management skills.
- You possess an interest in financial literacy and planning tools.
- You are business savvy with a desire to improve your critical thinking.
Location & details#
- Location: Urbandale, Iowa.
- Work 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 exam registrations, such as 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.
