Financial Representative Internship

Summary: Northwestern Mutual is a leading financial services company, recognized for its top internship program for 25 years. The Financial Representative Internship offers students valuable experience in finance, where they will meet with clients, analyze their financial needs, and provide tailored insurance and investment solutions while being mentored by experienced advisors. Responsibilities: - Meet with Clients: You'll set up appointments to discuss your clients' current financial situation - Analyze the Client's Situation: Through extensive fact-finding, you'll uncover long-term goals that you will use to help determine your clients' needs - Make Recommendations: After evaluating your client's current situation and goals, you'll determine what products can help fill their needs and present the appropriate solutions - Provide Ongoing Service: You'll continue to work with your clients beyond the close of the sale in the same way as financial representatives contact them twice per year to determine whether their needs have changed, and keep them aware of the resources available to them Required Qualifications: - Full-time college students, juniors, and seniors, masters preferred - Students involved in on-campus activities including athletics, clubs, and professional organizations or community/philanthropic organizations - Individuals who are driven, entrepreneurial, self-motivated, great at building relationships and goal-oriented, and dedicated to personal and professional success - Outgoing, positive and enthusiastic individuals who are very serious about their personal and professional growth - We are open to students from all majors but prefer those enrolled in a business-related major Required Skills: Life, Accident, Health License, Financial advising, Insurance products knowledge, Investment products knowledge, Client needs analysis, Financial planning, Retirement planning, Estate planning, Entrepreneurial mindset, Mentorship, Goal orientation