College Financial Representative, Internship Program

Northwestern Mutual•Tucson, AZ
•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 national experts, financial products, planning tools, and support from the company. The program is designed to resemble the full-time Financial Representative career and offers opportunities to build professional confidence, develop a network, and help clients work toward financial goals. The internship can be pursued year-round with a flexible schedule around classes. Interns may receive support for insurance licensing and eligible registrations and certifications, including Series 6, Series 63, and CFP®. The program also offers 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 after graduation. College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Earnings are production-based. A national criminal background check is required if an intern is offered the opportunity to apply for approval of an intern contract.

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 participant in 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 develop critical-thinking abilities.

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 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

  • Flexible schedule to work around classes and other commitments.
  • Year-round participation option.
  • Support for insurance licensing, including life, health, disability income, and long-term care.
  • Support for eligible SIE, Series 6, and Series 63 registrations.
  • Learning and Development Incentives of up to $1,000 per month, not inclusive of earned commissions.
  • Productivity bonuses.
  • Access to coaching, training, development meetings, recognition events, leadership programs, and business experts.
  • Opportunity for eligible students to interview for a full-time Financial Representative or Advisor role upon graduation.
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