College Financial Representative, Internship Program

Northwestern Mutual • Moosic, PA

3d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns build a practice while engaging with local and nationwide experts, financial products, planning resources, and support from a Fortune 500 company. The program aims to help students develop confidence and professional networks while helping clients work toward financial goals.

The internship mirrors the full-time Financial Representative career. Participants learn to prospect and network, develop and execute a business strategy, meet potential clients to understand their financial goals, prepare plans and recommendations, and gain exposure to proprietary planning software. The program includes weekly coaching, training, and development meetings, and support for insurance licensing and certain registrations and certifications. It offers a flexible schedule around classes and can be pursued year-round. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

College Financial Representatives are valued partners and business owners, considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. Intern contract approval requires 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.

Nice To Haves

• Interest in pursuing support for registrations or certifications such as Series 6, Series 63, or CFP®; eligibility requirements may apply.

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 useful recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Build professional and 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 including earned commissions.
• Productivity bonuses.
• Support for insurance licensing (life, health, DI, and LTC).
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Access to leadership programs and local and national recognition events.
• Coaching, training, development, and collaboration with business experts.

What This Job Offers

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