What are the responsibilities and job description for the Financial Services Intern position at Northwestern Mutual?
We are seeking a motivated and professional Financial Services Intern to support our client outreach efforts. This role is ideal for students or recent graduates interested in financial planning, sales, and client relationship management. The intern will primarily focus on calling existing clients and prospective leads to schedule appointments and assist with client engagement.
Key Responsibilities:
• Make outbound calls to existing clients and new prospects to schedule appointments.
• Follow up with leads and maintain organized records of outreach efforts.
• Provide excellent customer service and represent the firm professionally.
• Assist with client communication and administrative support as needed.
• Work closely with the financial advisor to ensure efficient scheduling and client engagement.
Qualifications:
• Strong communication and phone skills with a professional demeanor.
• Comfortable making high-volume outbound calls.
• Ability to build rapport with clients and prospects.
• Detail-oriented, organized, and able to work independently.
• Interest in financial services, sales, or client relations is a plus.
What You’ll Gain:
• Hands-on experience in financial services and client management.
• Exposure to financial planning and business development strategies.
• Opportunity to develop professional communication and sales skills.
• Potential for long-term career opportunities in the financial services industry.
This is a paid internship with flexible hours and potential for growth. If you’re a driven individual looking to gain real-world experience in financial services, apply today!
