College Financial Representative, Internship Program

Northwestern Mutual • Waterloo, IA

2d • 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 from local and nationwide experts, work with the company’s financial products and planning resources, and develop a professional network while helping clients pursue financial goals. The program mirrors the full-time Financial Representative career and offers a flexible schedule designed to accommodate classes. Interns may participate year-round and receive support for registrations and certifications, including the Series 6, Series 63, and CFP® (subject to eligibility where applicable). 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 whose income is based on production. An intern contract requires approval and a national criminal background check; approval to contract may be withdrawn if the results indicate the individual cannot work for Northwestern Mutual.

Requirements

• Be a full-time student; juniors and seniors are preferred.
• Have entrepreneurial ambitions and curiosity about sales.
• Be highly involved on campus, for example as a leader, athlete, member of a campus organization, or student government participant.
• 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 potential clients and set meetings to understand their financial goals.
• Prepare financial plans and offer recommendations.
• Gain exposure to proprietary financial 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 designed around classes and personal commitments.
• Performance-based earnings and revenue.
• Learning and development incentives of up to $1,000 per month, not including earned commissions.
• Productivity bonuses.
• Support for insurance licensing, including life, health, disability income, and long-term care.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Access to leadership programs and local and national recognition events.
• Opportunity for eligible students to interview for a full-time Financial Representative or Advisor role upon graduation.

What This Job Offers

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