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College Financial Representative

Northwestern Mutual - Beachwood
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Job description

Job Overview
We are seeking focused and entrepreneurial college students to join our team. In your role as a College Financial Representative, you will be testing the career of a Financial Advisor.

Throughout the program, you will learn how to grow your network, gain industry knowledge and experience, and help clients problem solve all while building meaningful relationships.

Duties
- Communicate with prospective clients
- Conduct meetings with current and prospective clients to learn more about their unique goals and vision
- Work with veteran advisors and support staff to prep cases and deliver financial plans
- Utilize Customer Relationship Management (CRM) tools to track interactions and maintain detailed client records.
- Collaborate with other financial professionals to enhance service offerings and client satisfaction.

Skills
- Ability to maintain an organized schedule, prioritizing time management
- Proficiency in relationship building
- Problem Solving - helping clients align their goals with their finances

Join us as a College Financial Representative where you can make a meaningful impact on clients' lives while advancing your career in the finance industry.

Job Type: Internship

Pay: $5,000.00 - $20,000.00 per year

Compensation Package:

  • 1099 contract
  • Bonus opportunities
  • Commission pay

 

Ability to Commute:

  • Beachwood, OH 44122 (Required)

 

Ability to Relocate:

 

  • Beachwood, OH 44122: Relocate before starting work (Preferred)

 

Work Location: In person