('27 GRADS) College Financial Representative Mid-Semester Spring Internship

Job Description

Company Description:

Northwestern Mutual is a leading financial services organization that helps individuals and families build long-term financial security through personalized, people-first planning. With substantial assets under management and a broad portfolio of solutions, the company offers life, disability income, and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management. Northwestern Mutual serves millions of clients nationwide and supports a growing field force of financial representatives alongside corporate teams in Milwaukee and New York. The company is committed to diversity and inclusion as core strengths in shaping the future of financial security and offers robust opportunities for career development. Financial representatives and interns are engaged as independent contractors rather than employees.

Role Description The College Financial Representative (Mid-Semester Spring Internship 2027 - PAID) on-site role based in the Springfield, Massachusetts Metropolitan Area. Interns will collaborate with experienced financial representatives to help clients develop personalized financial strategies, including protection, savings, and investment plans. Daily responsibilities include meeting with prospective and existing clients, gathering and analyzing financial data, and presenting tailored solutions using Northwestern Mutual’s suite of products and services. The role involves building and managing a client pipeline, participating in training and mentorship programs, and staying informed about financial markets and planning concepts. Interns are expected to uphold compliance standards, follow company guidelines, and represent Northwestern Mutual professionally in the community.

Qualifications:

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• SENIOR 2027 GRADUATE
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• Ability to apply core financial planning skills, including budgeting, goal setting, and long-term financial strategy development.
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• Foundational knowledge of insurance solutions, including life, disability income, and long-term care concepts.
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• General understanding of finance principles, such as cash flow, risk management, and asset allocation.
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• Interest or experience in retirement planning, including tax-advantaged accounts and income distribution strategies.
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• Basic familiarity with investments, including mutual funds, ETFs, and other market-based products.
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• Currently enrolled in a college or university program; coursework in finance, business, economics, or related fields preferred.
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• Strong interpersonal, communication, and presentation skills, with comfort in client-facing interactions.
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• Demonstrated initiative, integrity, and accountability, with the ability to work both independently and in a team setting.
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• Organizational and time-management skills to balance client meetings, training, and academic commitments.
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• Authorization to work in the United States and ability to be present on-site in the Springfield, MA Metropolitan Area.
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