About the role#
This internship provides a framework for building an integrated financial planning practice. You will work to build a client base while receiving guidance and support from a Fortune 500 company. The program is designed to help you develop professional skills and gain experience in the financial services industry.
What you'll do#
- Prospect and network to build your business.
- Develop and execute a personal business strategy.
- Call potential clients to set meetings and identify their financial goals.
- Prepare financial plans and offer recommendations.
- Use proprietary planning software platforms.
- Participate in weekly coaching and training meetings.
- Obtain Risk Product State Licensing for Life, Accident, and Health.
What you'll need#
- Full-time student status, with preference given to juniors and seniors.
- Interest in sales and entrepreneurial work.
- Active involvement on campus through leadership, athletics, or student organizations.
- Strong time-management skills.
- Curiosity about financial literacy and planning tools.
- Business savvy and a desire to improve critical thinking.
Location & details#
- Location: Huntington Beach, California.
- Modality: On-site.
- Compensation: This is a paid position featuring performance-based earnings, productivity bonuses, and learning incentives. The company provides support for insurance licensing and exam registrations.
- Term: Rolling.
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.
