About the role#
As a College Financial Representative, you will build a financial planning practice while gaining access to mentorship, proprietary software, and professional resources. This program allows you to develop your own business strategy and work with clients to help them pursue their financial goals. You will receive support for state licensing in Life, Accident, and Health, and you may have the opportunity to pursue further registrations like the Series 6 and 63.
What you'll do#
- Prospect and network to build a client base.
- Develop and execute a personal business strategy.
- Call potential clients to set meetings and discuss their financial objectives.
- Prepare financial plans and offer recommendations.
- Use proprietary planning software platforms.
- Attend weekly coaching, training, and development meetings.
- Build 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 as a leader, athlete, or member of student organizations.
- You possess excellent time-management skills.
- You have an interest in financial literacy and planning tools.
- You are business savvy and want to improve your critical thinking.
- Majors in Finance or Business Administration are preferred.
Location & details#
- Location: Denver, Colorado.
- This is an on-site, paid internship.
- The program term is rolling and offers a flexible schedule to accommodate classes.
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.
