College Financial Representative, Internship Program

Northwestern Mutual • Charleston, WV

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 develop a professional network, learn about financial planning, and help clients work toward their financial goals while drawing on local and nationwide expertise, financial products, and company resources. The internship mimics the full-time Financial Representative career and offers a flexible schedule that can fit around classes. It may be undertaken year-round, with support for registrations and certifications such as Series 6, Series 63, or CFP® 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 for income tax purposes and statutory employees for FICA tax purposes. Earnings are production-based. 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 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 or seniors are preferred.
• Eligible students 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 schedule meetings to understand their financial goals.
• Prepare financial plans and provide recommendations.
• Gain exposure to proprietary financial planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Obtain Risk Product State Licensing for Life, Accident, and Health.
• Develop 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 local and national recognition events and leadership programs.
• Coaching, training, development, and collaboration with business experts.

What This Job Offers

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