College Financial Representative, Internship Program

Northwestern Mutual • Charlotte, NC

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 engage with local and national experts, financial products, planning resources, and the support of a Fortune 500 company while developing a professional network and helping clients pursue financial goals. The program follows the full-time Financial Representative career model and may be participated in year-round, with a flexible schedule designed to accommodate classes. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Earnings are production-based. An offer to apply for approval of an intern contract is subject to 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, for example as a leader, athlete, or member of 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 develop critical-thinking abilities.

Nice To Haves

• Support may be available for SIE and Series 6 and Series 63 registrations, subject to eligibility.
• Support may be available for insurance licensing in life, health, disability income, and long-term care.
• Students may have the opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

Responsibilities

• Learn to prospect and network to build a business and client base.
• Develop and execute a business strategy.
• Contact potential clients and arrange meetings to understand their financial goals.
• Prepare financial plans and offer recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Obtain Risk Product State Licensing in Life, Accident, and Health.
• Develop life skills that can create future career opportunities.

Benefits

• Learning and Development Incentives of up to $1,000 per month, not inclusive of earned commissions.
• Productivity bonuses.
• Support for insurance licensing and eligible securities registrations.
• Flexible scheduling around classes.
• Access to coaching, training, development meetings, leadership programs, and recognition events.

What This Job Offers

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