College Financial Representative, Internship Program

Northwestern Mutual • Addison, TX

1d • Onsite

About The Position

The College Financial Representative internship program at Northwestern Mutual 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 software, and company resources. The program offers opportunities to build confidence, develop a professional network, and help clients pursue their financial goals.

The internship mimics the full-time Financial Representative career and may be pursued year-round, with a flexible schedule intended to work around classes. Interns receive coaching, training, and development, and may receive support for licensing, registrations, and certifications. 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. Income is based on production. An intern contract is subject to approval and a national criminal background check.

Requirements

• Be a full-time student; juniors and seniors are preferred.
• Have entrepreneurial ambitions and curiosity for 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, Series 6, and Series 63 registrations.
• Interest in participating in the program year-round.

Responsibilities

• Learn prospecting and networking 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.
• 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, disability income (DI), and long-term care (LTC).
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Coaching, training, and development meetings.
• Access to local and national recognition events and leadership programs.
• Support for registrations and certifications such as Series 6, Series 63, or CFP®.

What This Job Offers

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