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College Financial RepresentativeBookmark This
633 Chestnut Street, Suite 1100
Posted: August 04 2015
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DescriptionLike Financial Representatives, interns strive to understand their clients’ goals and visions in order to uncover financial solutions that put them on a path to success. Financial Representative interns are in business for themselves- but they’re not alone to uncover financial solutions that put them on a path to success.
Responsibilities•Meet With Clients - set up appointments with clients to conduct extensive fact-finding of their current financial situation.
•Analyze the Client's Situation - Uncover long-term goals to help determine client’s needs.
•Make Recommendations - Determine what products can help fill their needs and present appropriate solutions to client.
•Provide Ongoing Service - Continue to work with clients beyond the close of the sale.
RequirementsTo be considered for the position, you must be currently enrolled as a full-time student at a four year institution. You must have strong interpersonal skills, be self-motivated and have a history of personal success.
Resident state Life, Accident & Health License, the cost of which is covered by office when contracted by Northwestern Mutual.