College Financial Representative, Internship Program

Northwestern Mutual • Milwaukee, WI

2d • Onsite

About The Position

College Financial Representatives in Northwestern Mutual’s internship program receive guidance, connections, and a framework for building an integrated financial planning practice. Students from varied academic backgrounds begin developing a practice while engaging with local and nationwide experts, financial products, and the support of a Fortune 500 company. 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 receive a flexible schedule intended to accommodate classes and other commitments. The program includes coaching, training, access to planning software, and support for insurance licensing and eligible securities registrations or certifications. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Compensation is production-based, with learning and development incentives and productivity bonuses. An intern contract requires approval, including 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 increase critical-thinking abilities.

Nice To Haves

• Junior or senior standing is preferred.
• Interest in support for Series 6 and Series 63 registrations or CFP® certification, subject to eligibility.

Responsibilities

• Learn prospecting and networking to build a business and client base.
• Develop and execute a business strategy.
• Contact potential clients and schedule 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 can support future career opportunities.

Benefits

• Flexible schedule intended to work around classes and personal commitments.
• 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 eligible SIE, Series 6, and Series 63 registrations.
• Access to coaching, training, development meetings, leadership programs, and local and national recognition events.
• Opportunity for eligible students 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