College Financial Representative, Internship Program

Northwestern Mutual • Wauwatosa, WI

1d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative Internship Program provides guidance, connections, and a framework for building an integrated financial planning practice. Interns begin developing a financial planning practice while engaging with local and nationwide experts, financial products, and company resources. The program offers opportunities to build confidence, develop a professional network, and help people work toward financial freedom.

The internship mirrors the full-time Financial Representative career. Interns can work a flexible schedule around classes and may participate year-round. The program offers coaching, training, development meetings, and support for insurance licensing and eligible registrations or certifications, including Series 6, Series 63, and CFP®. Interns may also attend recognition events, access leadership programs, and collaborate with business experts. Eligible students may have an 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. Compensation is production-based and may include performance-based earnings, development incentives, and productivity bonuses. 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 increase critical-thinking abilities.
• Pass a national criminal background check for approval of an intern contract.

Responsibilities

• Learn 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 in Life, Accident, and Health.
• Build life skills that create future career opportunities.

Benefits

• Flexible schedule to work around classes and personal life.
• 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 coaching, training, development meetings, recognition events, leadership programs, and business experts.

What This Job Offers

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