College Financial Representative, Internship Program

Northwestern Mutual • Carmel, IN

2d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building an integrated financial planning practice. Interns build a practice while drawing on local and national expertise, financial products, planning tools, and company support. The program is modeled on the full-time Financial Representative career and offers opportunities to develop professionally, build a network, and help clients work toward financial goals. The schedule is flexible around classes, and participation may be year-round. Eligible students may interview for a full-time Financial Representative or Advisor role upon graduation.

College Financial Representatives are independent contractors whose income is based on production. If offered the opportunity to apply for approval of an intern contract, a national criminal background check is required. The posting describes performance-based earnings and revenue, learning and development incentives, productivity bonuses, and support for licensing and registrations.

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 improve critical-thinking abilities.

Nice To Haves

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

Responsibilities

• Learn how 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 for Life, Accident, and Health.
• Develop life skills that create future career opportunities.

Benefits

• Flexible schedule around classes.
• 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 (DI), and long-term care (LTC).
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Access to leadership programs.
• Local and national recognition events.
• Opportunity to interview for a full-time Financial Representative or Advisor role upon graduation, for eligible students.

What This Job Offers

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