College Financial Representative (October/Spring)

Are you looking for an internship that is hands on, experience focused? Look no further...

Description

An internship with Northwestern Mutual – Greater Orlando is an experience that will significantly impact your growth as a young professional and it will empower you to take control of your financial future. It will provide an opportunity to learn more about yourself, the world of business and the profound impact of helping young individuals plan for their financial security. It will also allow you to expand your professional network and develop lifelong skills. You’ll get real-world job experience as you discover a career with flexibility and rewards.

Northwestern Mutual has been helping clients achieve financial security for over 160 years. This is your chance to join our team in carrying on that tradition.

Your Opportunity Begins with an Interview

Our interviews are a platform for conversation. We want to get to know you and what areas are most important to you to grow both personally and professionally.

We're looking for individuals who want to:

·       Grow as a young professional

·       Have an opportunity with responsibility

·       Learn how profound financial planning can be in someone's life

If we agree that you can be the right one for this program, you will continue throughout the interview process to meet financial representatives that will allow you to explore the day to day of the career.

Your Internship Experience

At Northwestern Mutual – Greater Orlando, we believe the only way for students to have a successful internship is by experiencing hands-on training and mentoring as well as developing relationships with our advisors.

 College financial representatives attend client meetings with senior financial representatives, so you can begin learning the roadmap to financial planning. You will also see different ways that financial advisors run their meetings and build relationship with their clients.

As part of your internship, you will:

·       Receive financial planning training centered on growing your knowledge

·       Develop your skills in networking and business relationships

·       Be mentored and coached by our designated College Unit Captains and College Unit Directors

·       Participate in speaker series, book clubs and learning opportunities

·       Join in company outings and community service initiatives

College Financial Representative Role Description  

As a Northwestern Mutual College Financial Representative, you will get the opportunity to learn and master Northwestern Mutual’s personalized planning process to provide financial solutions tailored to each client’s needs through his or her lifetime. You’ll be part of the firm team, working side-by-side with full-time financial representatives, advisors, and professional office staff. You’ll see the independent and entrepreneurial spirit that our financial representatives and advisors share, and follow the same process they do for test-driving your career in financial services. Specifically, College Financial Reps perform the same duties as full-time representatives:

·       Client acquisition 

·       Client case studies 

·       Create and analyze personal needs analysis for clients 

·       Recommend solutions to help clients achieve financial security 

·       Provide on-going service to clients 

·       Training and coaching from the best in the business through an award-winning training program

·       Team meetings to set and track goals

·       Complete state required licensing 

Training & Development 

Training 

1. Phase 1: Obtain state required Life and Health licensing (sponsored and reimbursed by Northwestern Mutual), learn language, and develop a marketing plan. 
2. Phase 2: 5 days of formal classroom-style training facilitated by the leadership team and former College Reps where you will learn the steps of the Northwestern Mutual financial planning process and understand basic product knowledge. 
3. Phase 3: Weekly development meetings with your peers and leadership team to reinforce formal training concepts, improve case consultation skills, integrate with full-time financial representatives and advisors, and learn more about Northwestern Mutual.

Development 

·       Mentorship program 

·       iLEAD – leadership development program for top interns 

·       Opportunity for advanced licensing and designations (SIE, Series 6 and 63 / CLU, ChFC, CFP Designations) 

Social 

Building professional relationships is an important component of Northwestern Mutual’s internship program. Internship events are held throughout the semester and summer to bring together College Financial Representatives, the leadership team, and full-time financial representatives. 

·       Acceptance celebration events each semester 

·       Social and philanthropy events 

·       Summer Family and Friends Night 

·       Northwestern Mutual’s Annual Meeting 

·       Network Office Meeting Days 

Required Skill Set

Our year-round internship has classes starting in May, August, and January. 

We are currently considering Juniors and Seniors or students who have less than 18 months until graduation. Though it is not necessary, it is beneficial for candidates to have previous work or internship experience. We are looking for individuals who possess the following characteristics:

·       Incredible work ethic 

·       Strong academic performance and active involvement in clubs/organizations 

·       Previous work or internship experience 

·       Self-motivated, driven, goal-oriented 

·       Solid communication skills

·       Desire to help others

·       U.S. Citizen or permanent work authorization