College Financial RepresentativeBookmark This
5080 California Ave. ste 350
Description• “America's Top Ten Internships” (Vault Guide to Internships, 2013) for the 17th consecutive year.
College Financial Representatives will have exclusive access to insurance products from a top-rated Company, Northwestern Mutual, and an array of quality financial products and services. The Network assists Financial Representatives with many steps toward success, including extensive training from certified trainers in sales and financial products, building a client base and access to the Network’s knowledgeable financial specialists. As full-time college students, College Reps have a flexible schedule and during the summer generally work 15 to 20 hours per week developing business and client building skills.
ResponsibilitiesAs our College Reps build their business, they will:
Meet With Clients - Set up appointments to discuss their clients' financial goals and current financial situation.
Analyze the Client's Situation - After extensive fact-finding, they will uncover long term goals that they will use to help determine their clients’ needs.
Make Recommendations - After evaluating their client's current situation and goals, they will determine what products can help fill their needs and present appropriate solutions to their clients.
Provide Ongoing Service - Continue to work with their clients beyond the close of the sale. Most Financial Representatives contact their clients twice per year to determine whether their needs have changed, and keep them aware of the resources available to them.