College Financial Representative Intern – Financial Planning

Job Description

College Financial Representative, Internship Program | Northwestern Mutual

The Tone:
This is an internship at Northwestern Mutual, located in Bettendorf, IA. Northwestern Mutual is a Fortune 500 company with over 165 years of experience in providing comprehensive financial planning to over 5 million clients. This role matters because it offers students a framework to build an integrated financial planning practice, develop professional skills, and help individuals achieve financial freedom. Hard work and dedication in this program lead to significant personal and professional growth.

The TL;DR
• Role: Internship
• Type: Part-time, Flexible, Year-round
• Location: In-person, Bettendorf, IA
• Pay: $500–$1000 yearly
• Team: Independent contractors, supported by Northwestern Mutual
• Mission: Help individuals achieve financial freedom through integrated financial planning.

What You’ll Actually Do
• Business Development: Build a client base through active prospecting and networking efforts.
• Strategy Execution: Develop and implement a personalized business strategy to grow your practice.
• Client Engagement: Connect with potential clients to understand and identify their financial goals.
• Financial Planning: Prepare customized financial plans and offer useful recommendations to clients.
• Professional Development: Obtain state licensing for Life, Accident, and Health risk products.

The Must-Haves
• Background: Full-time student, with a preference for juniors and seniors, demonstrating entrepreneurial ambitions and curiosity for sales. Interest in financial literacy and planning tools is also essential.
• Experience: Demonstrated involvement in campus activities such as leadership roles, athletics, campus organizations, or student government.
• Skills: Excellent time-management abilities, business savvy, and a desire to enhance critical thinking skills.
• Bonus: Preferred status as a junior or senior.