College Financial Representative, Internship Program

Northwestern Mutual•Conway, AR
•Onsite

About The Position

The College Financial Representative internship program provides guidance, connections, and a framework for building an integrated financial planning practice. Interns develop a practice with support from local and nationwide experts, financial products, planning resources, and a Fortune 500 company. The role offers opportunities to build confidence and a professional network while helping clients work toward financial goals. The program models Northwestern Mutual’s full-time Financial Representative career. Interns may participate year-round and have a flexible schedule intended to work around classes. The program also offers support for insurance licensing and, subject to eligibility, registrations and certifications such as the SIE, Series 6, Series 63, and CFP®. Students who are eligible and interested may interview for a full-time Financial Representative or Advisor role upon graduation. College Financial Representatives are independent contractors for income tax purposes and are paid based on production.

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 increase critical-thinking abilities.
  • A national criminal background check is required if offered the opportunity to apply for approval of an intern contract.

Nice To Haves

  • Junior or senior standing is preferred.
  • Campus leadership, athletics, student organizations, or student government involvement is noted as examples of campus involvement.

Responsibilities

  • Learn prospecting and networking methods 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 provide recommendations.
  • Gain exposure to proprietary planning software platforms.
  • Participate in weekly coaching, training, and development meetings.
  • Obtain Risk Product State Licensing in Life, Accident, and Health.
  • Build life skills that may support future career opportunities.

Benefits

  • Flexible schedule around classes.
  • Learning and Development Incentives of up to $1,000 per month, not inclusive of earned commissions.
  • Productivity bonuses.
  • Support for insurance licensing in life, health, disability income, and long-term care.
  • Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
  • Access to leadership programs and local and national recognition events.
  • Coaching, training, development, and support for personal and professional growth.
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