College Financial Representative, Internship Program

Northwestern Mutual•Boca Raton, FL
•Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns learn to develop a business and client base, work with local and nationwide experts, access financial products and planning resources, and help clients work toward their financial goals. The program is designed to mirror the full-time Financial Representative career and offers coaching, training, professional networking, and opportunities for personal and professional development. The internship offers a flexible schedule intended to accommodate classes and personal commitments, and participation may be year-round. Students may receive support for insurance licensing and, when eligible, registrations and certifications such as the SIE, Series 6, Series 63, or CFP®. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. College Financial Representatives are considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. Earnings are production-based.

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, campus organization member, or student government participant.
  • 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 set meetings to understand their financial goals.
  • Prepare plans and offer useful recommendations.
  • Gain exposure to proprietary planning software platforms.
  • Participate in weekly coaching, training, and development meetings.
  • Build life skills that create future career opportunities.

Benefits

  • Flexible schedule to work around classes and personal life.
  • 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, 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.
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