College Financial Representative, Internship Program

Northwestern Mutual•West Hartford, CT
•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 begin building a practice while engaging with local and nationwide experts, financial products, and the resources of a Fortune 500 company. The program offers opportunities to develop confidence and a professional network while helping people work toward financial freedom. The internship mirrors the full-time Financial Representative career. Interns can participate year-round, with a flexible schedule intended to accommodate classes and other commitments. They may receive support for registrations and certifications, including Series 6, Series 63, and CFP® pathways, subject to eligibility. Interns can also attend recognition events, access leadership programs, and collaborate with business experts. Eligible students may have an opportunity to 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. Compensation is production-based and includes performance-based earnings and revenue, learning and development incentives, and productivity bonuses. 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.
  • Pass a national criminal background check for approval to contract as a College Financial Representative.

Nice To Haves

  • Junior or senior standing is preferred.
  • Support is available for SIE, Series 6, and Series 63 registrations, subject to eligibility.
  • Support is available for insurance licensing in life, health, disability income, and long-term care.

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 useful recommendations.
  • Gain exposure to proprietary planning software platforms.
  • Participate in weekly coaching, training, and development meetings.
  • Complete risk-product state licensing for Life, Accident, and Health.
  • Build life skills that support 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.
  • Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
  • Coaching, training, and development meetings.
  • Access to leadership programs and local and national recognition events.
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