College Financial Representative, Internship Program

Northwestern Mutual • Ormond Beach, FL

2d • Onsite

About The Position

The College Financial Representative Internship Program provides guidance, connections, and a framework for building a financial planning practice. Interns learn to develop a business and client base while engaging with local and nationwide experts, financial products, planning resources, and the support of Northwestern Mutual. The program is designed to build confidence, professional networks, and skills for helping clients work toward financial goals. It mimics the full-time Financial Representative career and may be undertaken year-round, with a flexible schedule intended 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. An offer to apply for approval of an intern contract requires a national criminal background check; approval to contract may be withdrawn based on the results.

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 increase critical-thinking abilities.

Nice To Haves

• Juniors and seniors are preferred.
• Eligible students may pursue support for SIE and Series 6 and Series 63 registrations.
• Students may receive support for certifications such as the CFP®.

Responsibilities

• Learn how to prospect and network to build a business and client base.
• Develop and execute a business strategy.
• Contact potential clients and set meetings to understand their financial goals.
• Prepare 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.
• Build life skills that create 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, DI, and LTC.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Access to coaching, training, development meetings, leadership programs, and recognition events.

What This Job Offers

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