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Financial Representative-Summer InternshipBookmark This
55 Williams St Suite 100
Posted: July 13 2015
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DescriptionNorthwestern Mutual was founded in 1857 and continues to provide expert guidance and innovative solutions to the planning needs of individuals and businesses. Our Financial Representatives have exclusive access to the Network’s group of specialists and work with clients in the areas of insurance and investments, comprehensive financial planning, retirement solutions, estate planning, long-term care insurance, education funding, business needs analysis, and employee and executive benefits.
Northwestern Mutual is built on more than 155 years of experience and unmatched levels of client service and satisfaction and is among the “World’s Most Admired” life insurance companies according to FORTUNE Magazine. Northwestern Mutual has the highest financial strength ratings awarded to any life insurer by all four major rating agencies: A.M. Best, Fitch Ratings, Moody’s, and Standard & Poor’s and was recently named for the 12th consecutive year a “Best Company to Sell For” by Selling Power Magazine and a Glassdoor.com “Best Place to Work in 2013.”
Financial representatives with the Network provide expert guidance and innovative solutions to help meet a client's financial goals and objectives at every life stage. They offer exclusive access to insurance products from a top-rated company, The Northwestern Mutual Life Insurance Company, as well as an array of quality financial products and services available through Network subsidiaries and affiliates.
Representatives have access to a network of specialists who together provide guidance on:
• Asset and income protection
• Personal planning
• Education funding
• Business planning
• Investment services
• Estate planning
• Trust services
• Retirement solutions
As you build your business, you will:
Meet With Clients - You'll set up appointments to discuss your clients' current financial situation.
Analyze the Client's Situation - After extensive fact-finding, you’ll uncover long-term goals that you will use to help determine your client’s needs.
Make Recommendations - After evaluating your client’s current situation and goals, you'll determine what products can help fill their needs and present appropriate solutions to your clients.
Provide Ongoing Service - You’ll continue to work with your 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.
Qualifications: Various majors welcome to apply. To be considered for the position, you must be a full-time student in pursuit of a bachelor's degree from a four-year institution, hold US Citizenship or US Permanent residency, have strong interpersonal skills, be self-motivated and have a history of personal success. Our ideal candidate is self-motivated, entrepreneurial and has an interest in business and building client relationships.