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College Financial Representative - PAID InternshipBookmark This
21800 Oxnard St. Ste 800
Woodland Hills, CA
Posted: 485 days ago
DescriptionNorthwestern Mutual’s Internship means many things to many students. Some test drive our Financial Representative Career before joining our team full time, some leverage our Top Ten Internship’s credibility toward their next internship or career opportunity, some use the real work experience and team environment to learn who they are in a professional setting, and some use the internship to forge a relationship with Northwestern and open up the possibilities to join our corporate team.
Through our team approach and coaching programs, our interns learn an impact business from the ground up allowing them time to discover who they are, what they are capable of and what professional options exist for them. It all starts with a conversation!
The responsibilities of an “intern” or College Financial Representative mirror those of a Career Financial Representative. In most ways, our College Reps follow the same process for establishing their careers as our full-time Financial Representatives.
College Financial Representatives will work closely with mentors and clients to provide needs-based analysis and develop customized financial solutions to help ensure a client's needs are met at every life stage. Northwestern Mutual assists Financial Representatives with many steps towards success, including extensive training from certified trainers in sales and financial products, building a client base and access to 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.
Requirements• Self motivated and driven
• Values leadership and personal growth
• Involved in an organization on campus or within the community
• Have strong interpersonal and networking skills
• Strive to succeed
• Enjoy a fast paced, value driven environment
**No International Students Please