College Financial Representative, Internship Program

Northwestern Mutual • Houston, TX

1d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns build a practice while engaging with local and nationwide experts, financial products, and company resources. The role offers opportunities to develop confidence and a professional network while helping clients work toward financial freedom. The program mirrors the full-time Financial Representative career and offers a flexible schedule that can accommodate classes, with the option to participate year-round. Interns may receive support for registrations and certifications such as Series 6, Series 63, or CFP® and may attend recognition events, participate in leadership programs, and collaborate with business experts. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

College Financial Representatives are considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. Income is based on production. If offered an intern contract, approval requires 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 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.
• Complete a national criminal background check if offered an intern contract; contract approval may be withdrawn based on the results.

Nice To Haves

• Juniors and seniors are preferred.
• Eligibility for support with SIE, Series 6, and Series 63 registrations is required for those registrations.
• Eligible students may interview for a full-time Financial Representative or Advisor role upon graduation.

Responsibilities

• Learn 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 plans and offer recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Receive risk product state licensing for Life, Accident, and Health.
• Build life skills that create future career opportunities.

Benefits

• 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, DI, and LTC.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Flexible schedule to work around classes and personal commitments.
• Access to coaching, training, and development meetings.
• Access to leadership programs and local and national recognition events.

What This Job Offers

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