College Financial Representative, Internship Program

Northwestern Mutual • Provo, UT

2d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns engage with local and nationwide experts, financial products, planning resources, and support from a Fortune 500 company while developing professional skills and helping clients work toward their financial goals. The program follows the company’s full-time Financial Representative career model and may be available year-round, with a flexible schedule designed to accommodate students’ classes and other commitments.

Participants may receive support for insurance licensing and eligible securities registrations and certifications, including Series 6 and 63 or CFP® pathways. Interns can take part in recognition events, leadership programs, coaching, training, and professional development. 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. Compensation is production-based. A national criminal background check is required for approval to contract as an intern; approval may be withdrawn if the results would prevent someone from working for Northwestern Mutual.

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, student 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 improve critical-thinking abilities.
• Complete a national criminal background check for approval to contract as an intern.

Nice To Haves

• Junior or senior standing is preferred.
• Campus leadership, athletics, student organization, or student government involvement.
• Interest in pursuing Series 6 and 63 registrations or CFP® certification.

Responsibilities

• Learn how 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.
• Build life skills that create future career opportunities.

Benefits

• Flexible schedule to accommodate classes and other commitments.
• 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 (DI), and long-term care (LTC).
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Coaching, training, and development meetings.
• Access to recognition events and leadership programs.

What This Job Offers

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