College Financial Representative, Internship Program

Northwestern Mutual • Naperville, IL

2d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides students with guidance, connections, and a framework for building a financial planning practice. Interns learn to develop a business and client base, create and execute a business strategy, understand clients’ financial goals, and prepare plans with useful recommendations. The program mirrors the full-time Financial Representative career and includes access to planning software, coaching, training, development meetings, and local and nationwide business experts.

The internship offers a flexible schedule that can work around classes and may be pursued year-round. Northwestern Mutual provides support for insurance licensing and, subject to eligibility, registrations and certifications such as SIE, Series 6 and Series 63. Eligible students may have the opportunity to 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; income is based on production.

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.

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.
• Obtain Risk Product State Licensing in Life, Accident, and Health.
• Build life skills that create future career opportunities.

Benefits

• Flexible schedule to work around life and 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 in life, health, disability income, and long-term care.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Access to coaching, training, development meetings, recognition events, leadership programs, and business experts.

What This Job Offers

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