College Financial Representative, Internship Program

Northwestern Mutual • Lake Mary, FL

2d • 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 build a practice while engaging with local and nationwide experts, financial products, and company resources. The program offers opportunities to develop confidence and a professional network while helping clients work toward financial goals. The internship mirrors the full-time Financial Representative career and can be pursued year-round, with a flexible schedule designed to accommodate classes. 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. 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 develop critical-thinking abilities.

Nice To Haves

• Support is available for registrations and certifications such as Series 6, Series 63, and CFP; eligibility requirements apply to certain registrations.

Responsibilities

• Learn prospecting and networking to build a business and client base.
• Develop and execute a business strategy.
• Contact potential clients and arrange 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 state licensing in life, accident, and health insurance.
• Build life skills that support 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.
• Access to leadership programs, recognition events, coaching, training, and development opportunities.

What This Job Offers

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