College Financial Representative, Internship Program

Northwestern Mutual • Irving, TX

3d • 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 working with local and nationwide experts, financial products, planning tools, and company resources. The program is designed to reflect the full-time Financial Representative career and offers weekly coaching, training, and development. Students may participate year-round with a flexible schedule that can accommodate classes. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor position after graduation.

College Financial Representatives are considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. Income is based on production. Applicants offered an intern contract must complete a national criminal background check, and approval to contract may be withdrawn based on its results.

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

• Interest in support for registrations and certifications such as Series 6, Series 63, or CFP®; eligibility may be required for some registrations.
• Interest in participating in the program year-round.

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 provide recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Work toward Risk Product State Licensing for Life, Accident, and Health.
• Build life skills that can 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, disability income, and long-term care.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Weekly coaching, training, and development meetings.
• Access to leadership programs and local and national recognition events.
• Resources and opportunities for personal and professional growth.

What This Job Offers

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