College Financial Representative, Internship Program

Northwestern Mutual • Tacoma, WA

1d • 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 how to develop a client base, create a business strategy, understand clients’ financial goals, and provide recommendations, with access to company experts, financial products, planning software, coaching, training, and development. The program offers a flexible schedule around classes and may be pursued year-round. Students may receive support for licensing, registrations, and certifications, and eligible students may interview for a full-time Financial Representative or Advisor role after graduation. College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. 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 strengthen critical-thinking abilities.

Responsibilities

• Learn 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 plans and offer recommendations.
• Gain exposure to proprietary financial planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Obtain Risk Product State Licensing in Life, Accident, and Health.
• Build 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, including life, health, disability income, and long-term care.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Access to leadership programs and local and national recognition events.
• Potential opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

What This Job Offers

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