Financial Representative Intern
Northwestern Mutual- Ridgeland, MS
Ridgeland, MS US
Posted ago
Northwestern Mutual- Ridgeland, MS
We are seeking an energetic, eager, and motivated professional to join our team as a financial representative. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. You’ll be part of an entrepreneurial system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results. You bring your drive to succeed in this role, and we’ll give you the training, support, and freedom you need to make it happen. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Who We Are: Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success.

With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
Responsibilities
  • Develop a prospective customer base and advertise our financial products through referrals
  • Customize financial plans for each client based on their evolving financial needs
  • Determine each client’s financial status to provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals
  • Stay abreast of any changes in the financial industry that may impact the clients in your portfolio
  • Maintain long-term relationships with clients to provide continued excellent service and remain in mind should clients have new financial needs

  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
  • The chance to develop networking and business relationship skills with the help of a mentor
  • Flexible work schedule that enables students to manage their own calendar
  • State licenses for life, health and accident insurance and the opportunity to take securities licenses
  • Compensation that rewards you based on the results you produce through the effort you apply
  • An opportunity to try out or get a head start on a full time career as a financial representative

Qualifications
  • Bachelor’s degree in finance, business administration, or similarly related field is recommended but not required
  • Displays excellent communication and interpersonal skills with a strong work ethic and integrity
  • Openness to learning about the financial industry and our various products and offerings
  • Must have the ability to market yourself and network with potential clients

  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
  • The chance to develop networking and business relationship skills with the help of a mentor
  • Flexible work schedule that enables students to manage their own calendar
  • State licenses for life, health and accident insurance and the opportunity to take securities licenses
  • Compensation that rewards you based on the results you produce through the effort you apply
  • An opportunity to try out or get a head start on a full-time career as a financial representative

Compensation
$1,000 - $15,000 yearly
About Northwestern Mutual- Ridgeland, MS

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

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