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Client Outreach Specialist

Northwestern Mutual, New York, NY, United States


Northwestern Mutual is a leading financial services company dedicated to helping individuals and businesses achieve long-term financial security. With $265 billion in assets under management, $28.1 billion in revenue, and over $1.8 trillion in life insurance protection in force, we serve over 4.5 million clients through our comprehensive offerings, including insurance, investment, and advisory services. Headquartered in Milwaukee with a significant presence in New York City, we are proud of our diverse and growing team of financial advisors and corporate employees. At Northwestern Mutual, we believe in people-first solutions, community engagement, and creating meaningful opportunities for growth and security.

Role Description

For immediate hire

Part-time, on-site role, internship

15-hour work week with flexible scheduling

Assist in virtual client/prospect communications and outreach

Shadow two financial planners in learning the day-to-day basics of the career

This is an evolving role with potential for future professional growth / full-time opportunities

Qualifications

Full-time student (Junior or Senior only), part-time student, or recent college graduate

Previous work or classroom experience in one or more of the following: Accounting, Finance, Economics, Communications, Marketing.

Demonstrates professional oral and written communication skills

High degree of self-motivation, passion, and a drive to learn

Ability to prioritize and balance multiple responsibilities

Detail-oriented with good organizational skills

Previous relevant internship and/or project experience preferred

Social media savvy and previous experience in digital marketing preferred

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