College Financial Representative, Internship Program

Northwestern Mutual • Coeur d'Alene, ID

3d • Onsite

About The Position

The College Financial Representative internship at Northwestern Mutual provides guidance, connections, and a framework for building a financial planning practice. Interns learn to develop a client base and business strategy, work with local and national experts, access financial products and planning tools, and help clients pursue their financial goals. The program offers flexible scheduling around classes and may be undertaken year-round. It includes coaching, training, development opportunities, and support for licensing, registrations, and certifications. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor role after graduation.

College Financial Representatives are considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. Earnings are based on production. An intern contract requires approval, including 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.
• Pass a national criminal background check for approval of an intern contract.

Nice To Haves

• Juniors and seniors are preferred.
• Campus involvement through leadership, athletics, student organizations, or student government.
• Interest in pursuing Series 6, Series 63, or CFP® registrations or certification, subject to eligibility.

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.
• Pursue risk product state licensing in life, accident, and health.
• Build professional and transferable life skills.
• Continue developing a financial planning practice, with support for registrations and certifications such as Series 6, Series 63, or CFP® where applicable.

Benefits

• Flexible schedule 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 in life, health, disability income (DI), and long-term care (LTC).
• 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.
• Opportunity to interview for a full-time Financial Representative or Advisor role upon graduation, for eligible students.

What This Job Offers

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