Northwestern Mutual→
Summer College Financial Representative-Internship
InternshipOn-site
Location
Greater Chicago Area
Salary
Not listed
Experience
Not specified
Posted
2 months ago
Skills
financial planningretirement planninginvestmentsinsurance conceptsfinance conceptsanalytical skillscustomer serviceproblem-solving skillsinterpersonal communicationrelationship buildingself-motivated
Job Description
Summary: Northwestern Mutual is dedicated to providing financial clarity and long-term planning through people-first strategies. They are seeking Summer College Financial Representatives to assist clients in developing comprehensive financial plans, conducting financial analyses, and building lasting relationships to guide their financial decisions.
Responsibilities:
- Assist clients in developing comprehensive financial plans that align with their individual goals
- Conducting financial analyses
- Educating clients on investment and insurance solutions
- Preparing personalized retirement plans
- Building lasting relationships to guide their financial decisions
Required Qualifications:
- Knowledge in Financial Planning, Retirement Planning, and Investments
- Proficiency in Insurance and Finance-related concepts
- Strong analytical, problem-solving, and interpersonal communication skills
- Ability to work on-site collaboratively in the Greater Chicago Area
- Self-motivated with a commitment to customer service and relationship building
Preferred Qualifications:
- Pursuing or having a bachelor's degree in Finance, Business, Economics, or a related field
Required Skills: Financial Planning, Retirement Planning, Investments
Important Skills: Insurance concepts, Finance concepts
Nice-to-Have Skills: Analytical skills, Customer service, Problem-solving skills, Interpersonal communication, Relationship building, Self-motivated