College Financial Representative, Internship Program

Northwestern Mutual • Meridian, ID

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 begin developing a practice while engaging with local and nationwide experts, financial products, and company resources. The program offers opportunities to build confidence and a professional network while helping clients work toward financial goals.

The internship mirrors the full-time Financial Representative career. Interns can participate year-round and have a flexible schedule designed to accommodate classes. They may receive support for insurance licensing and eligible registrations or certifications, including SIE, Series 6 and Series 63, and CFP®. Interested eligible students may interview for a full-time Financial Representative or Advisor position after graduation.

College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Income is based on production. An intern contract requires approval and a national criminal background check.

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 improve critical-thinking abilities.

Nice To Haves

• Junior or senior standing is preferred.
• Interest in pursuing registrations or certifications such as SIE, Series 6, Series 63, or CFP®.

Responsibilities

• Learn prospecting and networking strategies to build a business and client base.
• Develop and execute a business strategy.
• Contact prospective 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 in 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 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.
• Flexible schedule to work around classes and other commitments.
• Coaching, training, and development meetings.
• Access to leadership programs and local and national recognition events.

What This Job Offers

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