College Financial Representative, Internship Program

Northwestern Mutual • Bend, OR

1d • Onsite

About The Position

The College Financial Representative internship program at Northwestern Mutual provides guidance, connections, and a framework for building a financial planning practice. Interns learn to develop a business and client base while engaging with local and nationwide experts, financial products, and company resources. The program offers opportunities to build confidence, develop a professional network, and help clients work toward financial freedom.

The internship mirrors the full-time Financial Representative career. Interns can participate year-round and have a flexible schedule intended to accommodate classes. The program includes coaching, training, development meetings, recognition events, and access to leadership programs and business experts. Northwestern Mutual may support licensing, registrations, and certifications, subject to eligibility. Interested eligible students may 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. An offer to apply for approval of an intern contract requires a national criminal background check; approval may be withdrawn based on the results.

Compensation is performance-based and includes revenue, learning and development incentives of up to $1,000 per month (not inclusive of earned commissions), and productivity bonuses. The listed salary range is USD $500–$1,000 per year.

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.

Nice To Haves

• Juniors and seniors are preferred.
• Eligibility for support with SIE, Series 6, and Series 63 registrations.

Responsibilities

• Learn to prospect and network to build a business and client base.
• Develop and execute a business strategy.
• Contact potential clients and schedule 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: Life, Accident, and Health.
• Build life skills that create future career opportunities.

Benefits

• Flexible schedule to work around classes and personal 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 (life, health, DI, LTC).
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• 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 interested eligible students.

What This Job Offers

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