College Financial Representative, Internship Program

Northwestern Mutual•Fort Collins, CO
•Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship 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, and the support of a Fortune 500 company. The program is designed to build confidence, professional networks, and skills in helping clients pursue financial goals. The internship mimics the full-time Financial Representative career. Interns can participate year-round with a flexible schedule around classes and may receive support for registrations and certifications, including Series 6, Series 63, and CFP®. They can also attend recognition events, participate in leadership programs, and collaborate with business experts. Eligible students may have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Financial Representatives and College Financial Representatives are considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. Intern contracts require approval, including 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, 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.

Responsibilities

  • Learn how to prospect and network to build a business and client base.
  • Develop and execute a business strategy.
  • Contact prospective clients and schedule 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.
  • Build life skills that create future career opportunities.

Benefits

  • Flexible schedule to work around classes and other commitments.
  • 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.
  • Opportunity to participate in leadership programs and local and national recognition events.
  • Support for registrations and certifications, including CFP®.
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