College Financial Representative, Internship Program

Northwestern Mutual • Monroeville, PA

1d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship program provides guidance, connections, and a framework for building a financial planning practice. Interns learn to develop a client base, create and execute a business strategy, understand clients’ financial goals, prepare plans, and make recommendations. They have access to financial planning experts, proprietary planning software, products, coaching, training, and development resources. The program offers a flexible schedule that can fit around classes and may be available year-round. Students may receive support for insurance licensing and eligible securities registrations or certifications. Eligible students may have the 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. An offer to apply for approval of an intern contract is subject to a national criminal background check; contract approval may be withdrawn based on the results.

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.

Nice To Haves

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

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 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.
• Build life skills that create future career opportunities.

Benefits

• Performance-based earnings and revenue
• Learning and Development Incentives of up to $1,000 per month, not including earned commissions
• Productivity bonuses
• Support for insurance licensing, including life, health, disability income, and long-term care
• Support for eligible SIE, Series 6, and Series 63 registrations
• Flexible schedule
• Coaching, training, and development meetings
• Access to leadership programs
• Recognition events

What This Job Offers

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