About the role#
This internship program provides a framework for building a financial planning practice from the ground up. You will receive guidance and access to resources as you develop your professional network and practice. This role offers the opportunity to build life skills while helping people work toward financial goals. Eligible students may interview for full-time roles upon graduation.
What you'll do#
- Prospect and network to build a client base.
- Develop and execute a business strategy.
- Call potential clients to set meetings and discuss their 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.
What you'll need#
- Current enrollment as a full-time student, with preference for juniors and seniors.
- Interest in sales, financial literacy, and planning tools.
- Strong time-management skills.
- Active involvement on campus through leadership roles, athletics, or student organizations.
- Business savvy and a desire to improve critical thinking.
Location & details#
- Location: Andover, Massachusetts.
- Modality: On-site.
- Term: Rolling, with year-round options available.
- Compensation: This is a paid position featuring performance-based earnings, productivity bonuses, and learning incentives. The company provides support for insurance licensing and professional registrations including 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.
