College Financial Representative, Internship Program

Northwestern Mutual • Madison, WI

3d • Onsite

About The Position

The College Financial Representative internship program provides guidance, connections, and a framework for building an integrated financial planning practice. Interns build a financial planning practice while engaging with local and nationwide experts, proprietary financial products, and the support of a Fortune 500 company. The program offers opportunities to develop confidence and a professional network while helping clients work toward financial freedom.

The internship mirrors the full-time Financial Representative career. Participants can work a flexible schedule around classes and may participate year-round. The program provides support for registrations and certifications such as Series 6, Series 63, and CFP® (eligibility may apply), as well as access to coaching, training, development, leadership programs, and recognition events. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor role after graduation.

Financial Representatives and College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Intern contracting 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, campus organization member, 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 improve critical-thinking abilities.

Nice To Haves

• Eligibility for support with SIE, Series 6, and Series 63 registrations.
• Interest in continuing in a full-time Financial Representative or Advisor role after graduation.

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.
• Receive risk-product state licensing in Life, Accident, and Health.
• Build life skills that can create future career opportunities.

Benefits

• Flexible schedule to work around classes and personal life.
• Performance-based earnings and revenue.
• 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, and long-term care.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Support for registrations and certifications such as CFP®.
• 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