College Financial Representative, Internship Program

Northwestern Mutual • Onalaska, WI

1d • 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 develop a practice while engaging with local and nationwide experts, financial products, and company resources. The role offers opportunities to build confidence and a professional network while helping people pursue financial freedom.

The internship mirrors the full-time Financial Representative career. Interns may participate year-round and can receive support for registrations and certifications, including Series 6, Series 63, and CFP® pathways, subject to eligibility. The program includes coaching, training, development meetings, recognition events, and access to leadership programs. Eligible students may have the 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. The position’s compensation is production-based and includes stated 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

• Junior or senior standing is preferred.

Responsibilities

• Learn 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 provide useful 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

• 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 personal commitments and classes.
• Access to leadership programs, recognition events, coaching, training, and development.

What This Job Offers

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