About the role#
This internship provides a framework for building an integrated financial planning practice. You will work as a College Financial Representative, gaining experience in business development and professional networking. The program is designed to build your confidence and professional skills while you help others work toward their financial goals.
What you'll do#
- Prospect and network to build a 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.
- Use proprietary planning software platforms.
- Participate in weekly coaching and training meetings.
- Obtain state licensing for Life, Accident, and Health insurance.
- 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 an interest in sales.
- You are active on campus in organizations, athletics, or leadership roles.
- You possess excellent time-management skills.
- You have a strong interest in financial literacy and planning tools.
- You are business savvy with a desire to improve your critical thinking.
Location & details#
- Location: Williamsville, New York.
- Modality: On-site.
- Term: Rolling enrollment.
- Compensation: This is a paid position featuring performance-based earnings, productivity bonuses, and learning incentives. We provide support for insurance and professional licensing.
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.
