College Financial Representative, Internship Program

Northwestern Mutual • Charleston, WV

3d • $500 - $1,000 • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns learn to develop a business and client base while engaging with local and national experts, financial products, planning tools, and the support of a Fortune 500 company. The program is designed to build confidence, professional networks, and skills for helping clients pursue their financial goals.

The internship mirrors the full-time Financial Representative career. Interns can participate year-round and have a flexible schedule intended to fit around classes. The program offers support for insurance licensing and, subject to eligibility, securities registrations and certifications. Eligible students may have the opportunity to 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. A national criminal background check is required if an intern is offered the opportunity to apply for approval of an intern contract.

Requirements

• Must be a full-time student; juniors and seniors are preferred.
• Entrepreneurial ambitions and curiosity about sales.
• Highly involved on campus, such as through leadership, athletics, campus organizations, or student government.
• Excellent time-management skills.
• Interest in financial literacy and planning tools.
• Business savvy and a desire to increase critical-thinking abilities.

Nice To Haves

• Support for Series 6 and Series 63 registrations is available if eligible.
• Support for CFP® certifications is mentioned as an option for continued growth; eligibility details are not specified.

Responsibilities

• Learn how to prospect and network to build a business and client base.
• Develop and execute a business strategy.
• Contact potential clients and arrange 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.
• Develop life skills that may create future career opportunities.
• Build a financial planning practice with support from experts and company resources.

Benefits

• 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, DI, and LTC.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Flexible schedule to work around classes and other commitments.
• Access to coaching, training, development meetings, leadership programs, and recognition events.

What This Job Offers

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