College Financial Representative, Internship Program

Northwestern Mutual • Dallas, TX

2d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns learn to develop a client base and business strategy while working with local and nationwide experts, financial products, and company resources. The program mirrors the full-time Financial Representative career and offers coaching, training, exposure to planning software, and support for licensing and registrations. Students may participate year-round and, if eligible and interested, may interview for a full-time Financial Representative or Advisor position upon graduation. College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Contract approval requires a national criminal background check.

Requirements

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

Responsibilities

• Learn to prospect and network to build a business and client base.
• Develop and execute a business strategy.
• Contact potential clients and schedule meetings to understand their financial goals.
• Prepare financial plans and provide recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Obtain state licensing for life, accident, and health risk products.
• Build life skills that support future career opportunities.

Benefits

• Flexible schedule to work around classes and other commitments.
• Performance-based earnings and revenue.
• Learning and Development Incentives of up to $1,000 per month, not inclusive of earned commissions.
• 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.
• Access to leadership programs and local and national recognition events.
• Opportunity for eligible students to interview for a full-time Financial Representative or Advisor role upon graduation.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed