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Northwestern Mutual

Sells life insurance and financial advice

College Financial Representative Intern

Wealth Management & Financial AdvisoryPosted on Nov 5
InternshipAlbany, NY, USA$0.24 - $0.48 /hrIn-person

About the Job

Requirements

  • Be a full-time student; juniors and seniors are preferred.
  • Have entrepreneurial ambitions and curiosity for sales.
  • Be highly involved on campus, such as through leadership, athletics, campus organizations, or student government.
  • Have an interest in financial literacy and planning tools.
  • Have business savvy and a desire to develop critical-thinking abilities.

Responsibilities

  • Learn how to prospect and network to build a business and client base.
  • Develop and execute a business strategy.
  • Call potential clients and set meetings to understand their financial goals.
  • Prepare plans and offer useful recommendations.
  • Gain exposure to proprietary planning software platforms.
  • Engage in weekly coaching, training, and development meetings.
  • Receive Risk Product State Licensing for Life, Accident, and Health.
  • Build life skills that create future career opportunities.
  • Build a financial planning practice from the ground up while engaging local and nationwide experts and using financial products and company support.
  • Obtain support for registrations and certifications such as Series 6, Series 63, or CFP®.
  • Participate in local and national recognition events and collaborate with business experts.
  • Eligible students may interview for a full-time Financial Representative or Advisor role upon graduation.

Desired Qualifications

  • Juniors and seniors are preferred.

About the Company

Northwestern Mutual

Sells life insurance and financial advice

Northwestern Mutual sells life, disability income and long-term care insurance together with investment advice and wealth management to American families and business owners. It is owned by its policyholders rather than shareholders and has paid them dividends for more than 150 consecutive years. Its financial representatives build a full financial plan for each client and then sell the policies, brokerage accounts and managed portfolios that carry it out. The company earns money from insurance premiums, advisory fees and returns on a large bond and mortgage portfolio. It was founded in 1857 in Janesville, Wisconsin, and moved two years later to Milwaukee, where it is based.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Milwaukee, WI
Founded
1857

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