College Financial Representative Intern

Northwestern Mutual-Twin Cities • Altoona, WI

7d

About The Position

Financial Representative Interns at Northwestern Mutual – Twin Cities help clients live more and worry less through financial planning. Interns from varying academic backgrounds begin building a financial planning practice using local and nationwide experts, financial products, and company support. The program provides opportunities to build confidence, develop a professional network, and help clients work toward financial freedom.

The internship mimics the full-time Financial Representative role. Interns build a client base through prospecting and networking, meet potential clients to understand their financial goals, prepare plans and recommendations, gain exposure to planning software, obtain a Life, Accident, and Health insurance license, and participate in weekly coaching and development meetings.

The year-round program offers a flexible schedule designed to work around life and classes. Interns may continue growing their practice and receive support for registrations and certifications such as Series 6, Series 63, or CFP®, subject to eligibility. The program also offers access to recognition events, leadership programs, and collaboration with business experts. Eligible interns who are interested may interview for a full-time Financial Representative role upon graduation.

Northwestern Mutual describes its approach as comprehensive financial planning that combines insurance, investments, and annuities, supported by financial professionals, digital experiences, and financial products. Financial Representatives are independent contractors whose income is based solely on production.

Requirements

• Be a full-time student; juniors and seniors are preferred.
• Have an entrepreneurial mindset and curiosity about sales.
• Be highly involved on campus, such as in leadership, campus organizations, or student government.
• Have excellent time-management skills.
• Have an interest in financial literacy and planning tools.
• Have business savvy.

Nice To Haves

• Juniors and seniors are preferred.
• Eligible interns may interview for a full-time Financial Representative role upon graduation.
• Interest in obtaining registrations or certifications such as Series 6, Series 63, or CFP®.

Responsibilities

• Build a client base through prospecting and networking.
• Contact potential clients and set meetings to understand their financial goals.
• Prepare financial plans and offer recommendations.
• Gain exposure to financial planning software platforms.
• Obtain a Life, Accident, and Health insurance license.
• Participate in weekly coaching, training, and development meetings.
• Continue developing a financial planning practice through the year-round program.

Benefits

• Commissions
• Development stipends
• Productivity bonuses
• Support for insurance licensing, including life, health, disability income, and long-term care
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility
• Flexible schedule to work around life and classes
• Access to local and national recognition events
• Access to leadership programs
• Weekly coaching, training, and development meetings

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed