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Northwestern Mutual

Sells life insurance and financial advice

Financial Planning Sales Program Intern

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
InternshipMilwaukee, WI, USA$0.24 - $0.48 /hrIn-person

About the Job

Requirements

  • Currently enrolled full-time in college; juniors and seniors are preferred.
  • Interested in learning about financial planning, business development, entrepreneurship, or sales.
  • Comfortable building relationships and starting conversations with others.
  • Able to independently manage priorities, responsibilities, and accountability.
  • Secure the required Life, Accident & Health insurance licensing.
  • A national criminal background check is required for participants offered the opportunity to apply for contract approval as a College Financial Representative.

Responsibilities

  • Build communication, sales, relationship-building, and business development skills through hands-on training, coaching, mentorship, and real client interactions.
  • Gain exposure to the company's financial planning approach, including how insurance, investments, retirement planning, and other solutions can help clients achieve financial security.
  • Develop foundational sales skills through client interactions, including hosting discovery conversations to understand clients' priorities and goals.
  • Build a market of potential clients through prospecting, personal connections, referrals, and new relationships.
  • Learn the company's holistic financial planning approach and how advisors develop recommendations across insurance, investments, retirement, and other financial decisions.
  • Work alongside experienced financial advisors through mentorship and joint work opportunities.
  • Complete available program training, hold the College Agent’s Contract, meet licensing requirements, build a network, conduct discovery conversations, participate in client planning activities, apply coaching feedback, and engage in business development.

Desired Qualifications

  • Juniors and seniors in college 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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