College Financial Representative, Internship Program

Northwestern Mutual • De Pere, WI

1d • 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 business and client base, create and execute business strategies, understand clients’ financial goals, and provide useful recommendations. The program mirrors the full-time Financial Representative career and offers access to planning software, coaching, training, development meetings, experts, and financial products.

The internship offers a flexible schedule around students’ classes and may be pursued year-round. Interns can receive support for insurance licensing and, subject to eligibility, registrations and certifications such as the SIE, Series 6, Series 63, and CFP®. Students may also attend recognition events, participate in leadership programs, and collaborate with business experts. Eligible students may have an 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. Approval to contract 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.

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 useful recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Receive state licensing for risk products, including life, accident, and health.
• Build life skills that create future career opportunities.

Benefits

• Flexible schedule designed 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 coaching, training, development meetings, recognition events, and leadership programs.

What This Job Offers

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