College Financial Representative, Internship Program

Northwestern Mutual • Poughkeepsie, NY

1d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship program 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, planning resources, and the support of a Fortune 500 company. The program is designed to build confidence and professional networks while helping clients work toward their financial goals.

The internship mirrors the full-time Financial Representative career. Interns can participate year-round and have a flexible schedule around their classes. They receive coaching, training, and development, and may receive support for registrations and certifications such as Series 6, Series 63, or CFP® credentials. 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. If offered an intern contract, candidates must undergo a national criminal background check; approval to contract may be withdrawn based on the results.

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 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

• Junior or senior standing is preferred.
• Eligible students may pursue support for SIE, Series 6, and Series 63 registrations.
• Students interested in the opportunity may interview for a full-time Financial Representative or Advisor role upon graduation.

Responsibilities

• Learn how 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 offer 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.
• 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.
• Access to coaching, training, development meetings, recognition events, leadership programs, and business experts.

What This Job Offers

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