College Financial Representative, Internship Program

Northwestern Mutual • Houston, TX

3d • $500 - $1,000 • Onsite

About The Position

College Financial Representatives in Northwestern Mutual’s internship program receive guidance, connections, and a framework for building an integrated financial planning practice. Students build a practice while engaging local and nationwide experts, accessing financial products, and receiving support from a Fortune 500 company. The program is intended to help participants develop confidence, grow a professional network, and help clients pursue financial freedom.

The internship mirrors the full-time Financial Representative career. Participants can work a flexible schedule around classes and may take part year-round. They can receive support for registrations and certifications such as Series 6, Series 63, or CFP®, and may have the opportunity to interview for a full-time Financial Representative or Advisor role upon graduation, if eligible and interested.

Financial Representatives and College Financial Representatives are described as independent contractors for income tax purposes and statutory employees for FICA tax purposes. An intern contract requires approval, including a national criminal background check. Compensation is production-based, with potential learning and development incentives and productivity bonuses.

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.
• Interest in interviewing for a full-time Financial Representative or Advisor role upon graduation, subject to eligibility.

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 financial plans and offer recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Pursue Risk Product State Licensing for Life, Accident, and Health.
• Build life skills that can create future career opportunities.

Benefits

• 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.
• Flexible schedule to work around classes and other commitments.
• Access to coaching, training, development meetings, recognition events, leadership programs, and business experts.

What This Job Offers

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