Northwestern Mutual

About the Company

Northwestern Mutual is here for what's most important--helping families and businesses experience the freedom of financial security for over 160 years. Through our personalized, holistic approach, including both insurance and investments, we're helping people make the most of life today, and for days to come. Through advisors who stay with you every step of the way, leading insights and technology, and digital-first experiences, we're here to show our clients a better way to money. In managing $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual has had the privilege of being there for more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company is trusted with more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We're continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines

Listed Jobs

Company Name

Northwestern Mutual

Job Title

Financial Representative Intern

Job Description

**Job Title** Financial Representative Intern **Role Summary** A part‑time internship that mirrors the full‑time Financial Representative position. Interns develop a client base, conduct financial planning, and sell insurance and investment products while receiving mentorship, training, and licensing support. **Expectations** - Build and grow a personal financial planning practice. - Prospect, network, and secure client meetings. - Prepare and present financial plans and product recommendations. - Complete required insurance licenses and pursue additional registrations (Series 6, 63, SIE, CFP). - Engage in weekly coaching, training, and performance reviews. **Key Responsibilities** 1. Identify and contact potential clients through prospecting and networking. 2. Conduct client interviews to assess financial goals and current assets. 3. Develop tailored financial plans and recommend insurance, investment, and annuity products. 4. Use proprietary planning software to produce client documents. 5. Maintain accurate client files and follow regulatory compliance. 6. Participate in training sessions, workshops, and coaching calls. 7. Obtain and renew life, accident, and health insurance licenses; pursue Series 6/63 or CFP certifications. 8. Track and report on business development metrics and performance targets. **Required Skills** - Excellent written and verbal communication. - Sales and prospecting acumen. - Strong organizational and time‑management abilities. - Entrepreneurial mindset and self‑motivation. - Basic financial literacy and analytical thinking. - Ability to work independently and collaboratively. **Required Education & Certifications** - Full‑time undergraduate student (junior or senior). - Interest in finance and willingness to pursue licensing. - Eligibility to obtain Life, Accident, and Health insurance licenses; support provided for SIE, Series 6, Series 63, or CFP coursework.

Tampa bay, United states

Hybrid

Fresher

13-11-2025