College Financial Representative jobs in United States
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Northwestern Mutual ยท 2 days ago

College Financial Representative

Northwestern Mutual is a Fortune 100 company that has been helping clients navigate their financial lives for over 160 years. The College Financial Representative internship allows students to build a financial planning practice while gaining valuable experience in client relations, financial planning, and professional development.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Build your client base through prospecting and networking
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to planning software platforms
Get licensed with your Life, Accident, and Health insurance license
Participate in weekly coaching, training, and development meetings

Qualification

LifeAccidentHealth licenseSeries 6 & 63 registrationsFinancial planning toolsNetworkingEntrepreneurial mindsetBusiness savvyTime-management

Required

Full-time student; juniors and seniors preferred
Entrepreneurial and curiosity for sales
Highly involved on campus (leader, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy

Benefits

Commissions
Development Stipends
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase