College Financial Representative, Internship Program

Northwestern Mutual • Middleton, WI

1d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship program provides guidance, professional connections, and a framework for building a financial planning practice. Interns learn to develop a business and client base while engaging with local and national experts, financial products, planning software, and the resources of a Fortune 500 company. The role offers opportunities to develop confidence, build a professional network, and help clients work toward financial goals.

The internship mirrors the full-time Financial Representative career and includes coaching, training, development, and exposure to insurance licensing and financial services registrations. Interns may participate year-round and can receive support for registrations and certifications such as Series 6, Series 63, and CFP, subject to eligibility where specified. Eligible students may have an 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. Compensation is production-based and may include learning and development incentives and productivity bonuses. An intern contract requires approval and a national criminal background check.

Requirements

• Be a full-time student; juniors and seniors are preferred.
• Have entrepreneurial ambitions and curiosity for 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.

Responsibilities

• Learn how to prospect and network 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 financial planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Receive risk product state licensing in Life, Accident, and Health.
• Build life skills that create future career opportunities.

Benefits

• Flexible schedule around classes and other commitments.
• Year-round internship participation option.
• Support for insurance licensing (life, health, DI, LTC).
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Learning and Development Incentives up to $1,000 per month, not including earned commissions.
• Productivity bonuses.
• Access to local and national recognition events and leadership programs.
• Coaching, training, and development.

What This Job Offers

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