College Financial Representative, Internship Program

Northwestern Mutual•Gilbert, AZ
•Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship gives students guidance, connections, and a framework for building an integrated financial planning practice. Interns develop a practice while working with local and nationwide experts, financial products, and company resources. The program offers opportunities to build confidence and a professional network while helping clients work toward financial goals. The internship mirrors the full-time Financial Representative career. Interns may participate year-round and have a flexible schedule to accommodate classes. They can receive support for insurance licensing and eligible securities registrations or certifications, take part in coaching and development, and access recognition events and leadership programs. Eligible students may 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. Earnings are production-based. 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.
  • Demonstrate business savvy and a desire to strengthen critical-thinking abilities.

Nice To Haves

  • Juniors and seniors are preferred.
  • Eligible students may pursue support for SIE, Series 6, and Series 63 registrations.

Responsibilities

  • Learn 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 provide recommendations.
  • Gain exposure to proprietary financial planning software platforms.
  • Participate in weekly coaching, training, and development meetings.
  • Obtain Risk Product State Licensing for Life, Accident, and Health.
  • Build life skills that support future career opportunities.

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, including life, health, disability income, and long-term care.
  • Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
  • Flexible schedule to work around classes.
  • Access to coaching, training, development meetings, recognition events, leadership programs, and business experts.
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