College Financial Representative, Internship Program

Northwestern Mutual • Anaheim, CA

1d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns develop a professional network, gain confidence, and help clients work toward financial freedom while engaging with local and nationwide experts, financial products, and the resources of a Fortune 500 company. The program mirrors the full-time Financial Representative career and offers a flexible schedule that can accommodate classes. It is available year-round, with support for registrations and certifications such as Series 6, Series 63, and CFP® (eligibility requirements may apply). Interns may attend recognition events, participate in leadership programs, and collaborate with experts. 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. Contract approval requires a national criminal background check; approval may be withdrawn if the results would prevent the candidate from working for Northwestern Mutual. Compensation is performance-based and includes revenue, learning and development incentives of up to $1,000 per month (not including earned commissions), and productivity bonuses.

Requirements

• Be a full-time student; juniors and seniors are preferred.
• Have entrepreneurial ambitions and curiosity about sales.
• Be highly involved on campus, for example 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 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 provide recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Receive state licensing for risk products, including Life, Accident, and Health.
• Build life skills that create future career opportunities.

Benefits

• Flexible schedule to work around classes and other commitments.
• 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, DI, and LTC.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Opportunity to participate in the internship program year-round.
• Potential access to leadership programs and local and national recognition events.

What This Job Offers

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