College Financial Representative, Internship Program

Northwestern Mutual • Irvine, CA

2d • Onsite

About The Position

Northwestern Mutual’s College Financial Representatives internship provides guidance, connections, and a framework for building a financial planning practice. Interns learn to develop a business and client base while working with local and nationwide experts, financial products, and company resources. The program is modeled on the full-time Financial Representative career and offers opportunities to build confidence, develop a professional network, and help clients work toward financial goals.

Interns can participate year-round and have a flexible schedule intended to accommodate classes. The program offers coaching, training, licensing and registration support, recognition events, and opportunities to collaborate with business experts. Eligible students may 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. 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 as a leader, athlete, member of a campus organization, 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 schedule 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 accommodate classes.
• Performance-based earnings and revenue.
• Learning and Development Incentives of up to $1,000 per month, not including 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 leadership programs and local and national recognition events.
• Coaching, training, and development.

What This Job Offers

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