College Financial Representative, Internship Program

Northwestern Mutual • Bowling Green, KY

3d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building an integrated financial planning practice. Interns begin developing a practice while engaging with local and nationwide experts, financial products, and the support of a Fortune 500 company. The program is designed to build confidence, professional networks, and the ability to help people pursue financial freedom.

The internship mirrors the full-time Financial Representative career. Interns learn to develop a business and client base, understand clients’ financial goals, prepare plans and recommendations, and gain exposure to planning software. The program offers weekly coaching, training, and development, as well as support for insurance licensing and certain registrations and certifications. It may be pursued year-round with a flexible schedule designed to work around classes. Eligible students may have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

College Financial Representatives are considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. Income is based on production. An offer to apply for an intern contract is subject to a national criminal background check and approval.

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 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 increase critical-thinking abilities.

Nice To Haves

• Interest in participating in the internship program year-round.
• Interest in pursuing registrations or certifications such as Series 6, Series 63, or CFP®; eligibility requirements apply to registrations.

Responsibilities

• Learn how 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 offer useful recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Build life skills that can create future career opportunities.

Benefits

• Flexible schedule designed to work around classes and personal life.
• Performance-based earnings and revenue.
• Learning and Development Incentives of up to $1,000 per month, not including 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 leadership programs and local and national recognition events.
• Coaching, training, development, and collaboration with business experts.

What This Job Offers

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