College Financial Representative, Internship Program

Northwestern Mutual•Salem, OR
•Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, professional connections, and a framework for building a financial planning practice. Interns build a practice while engaging with local and nationwide experts, financial products, and company resources. The program is designed to resemble the full-time Financial Representative career and offers opportunities to develop professional skills, build a network, and help clients work toward financial goals. The internship offers a flexible schedule designed to work around classes and can be pursued year-round. Interns may receive support for licensing, registrations, and certifications, and can participate in coaching, training, leadership programs, and recognition events. Eligible students may have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. College Financial Representatives are considered 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 as a leader, athlete, or member of 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

  • Juniors and seniors are preferred.
  • Eligible students may interview for a full-time Financial Representative or Advisor role upon graduation.
  • Interest in pursuing registrations or certifications such as Series 6, Series 63, or CFP®.

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

Benefits

  • Flexible schedule to work around classes and personal life.
  • Year-round participation option.
  • Weekly coaching, training, and development meetings.
  • Support for insurance licensing, including life, health, DI, and LTC.
  • Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
  • Learning and Development Incentives of up to $1,000 per month, not inclusive of earned commissions.
  • Productivity bonuses.
  • Performance-based earnings and revenue.
  • Access to leadership programs and local and national recognition events.
  • Resources and collaboration with business experts to support personal and professional growth.
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