College Financial Representative, Internship Program

Northwestern Mutual • Lakeland, FL

1d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides students with guidance, connections, and a framework to build a financial planning practice. Interns learn the work of a full-time Financial Representative while developing a business and client base, using financial planning resources, and helping clients work toward their financial goals. The program offers coaching, training, networking, and access to local and nationwide experts and company resources.

The internship may be pursued year-round and offers a flexible schedule around classes. Students may receive support for insurance licensing and, where eligible, registrations and certifications such as the SIE, Series 6 and Series 63, or CFP®. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor position upon graduation. College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes; income is based on production.

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.

Nice To Haves

• Junior or senior standing is preferred.

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 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 accommodate classes.
• 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.
• Access to coaching, training, development meetings, leadership programs, and 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