About the role#
This internship provides a framework for building an integrated financial planning practice. You will work as an independent contractor, gaining experience while connecting with local and nationwide experts. The program offers a flexible schedule that accommodates your classes and personal commitments.
What you'll do#
- Prospect and network to build a business and client base.
- Develop and execute a business strategy.
- Call on potential clients to set meetings and understand their financial goals.
- Prepare plans and offer recommendations.
- Use proprietary planning software platforms.
- Attend weekly coaching, training, and development meetings.
- Obtain Risk Product State Licensing for Life, Accident, and Health.
- Build skills for future career opportunities.
What you'll need#
- You are a full-time student, preferably a junior or senior.
- You have entrepreneurial ambitions and curiosity about sales.
- You are highly involved on campus as a leader, athlete, or member of a student organization.
- You possess strong time-management skills.
- You have an interest in financial literacy and planning tools.
- You are business savvy and want to improve your critical thinking.
Location & details#
- Location: Bozeman, Montana.
- Modality: On-site.
- Term: Rolling.
- Compensation: This is a paid position featuring performance-based earnings, productivity bonuses, and learning incentives. The firm provides support for insurance licensing and exam registrations.
About Northwestern Mutual
Northwestern Mutual is a financial services company founded in 1857. It provides insurance, annuities, and wealth management services to over 4.5 million clients. The firm operates with offices in Milwaukee and New York. It manages over 125 billion dollars in client assets.
How to get in at Northwestern Mutual
Applying early to Northwestern Mutual gives you a distinct advantage because recruiters review applications as they arrive. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you apply among the first and get seen before the pile grows. Reaching out to the right person often yields better results than submitting an application into a general queue. Intern Insider surfaces the recruiters behind the company roles so you can reach out directly to ask about the role or a referral, which materially improves response rates.
