College Financial Representative, Internship Program

Northwestern Mutual • Hoover, AL

3d • $12,000 • Onsite

About The Position

The College Financial Representative internship at Northwestern Mutual provides guidance, connections, and a framework for building an integrated financial planning practice. Interns begin developing a practice while drawing on local and nationwide experts, financial products, and company support. The program is designed to build confidence, professional networks, and the ability to help clients pursue financial goals.

The internship mirrors the full-time Financial Representative career. Interns can participate year-round and have a flexible schedule around classes. The program offers coaching, training, development, exposure to planning software, and support for insurance licensing and eligible registrations or certifications. Eligible students may interview for a full-time Financial Representative or Advisor role upon graduation.

Financial Representatives and College Financial Representatives are considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. 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 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 of an intern contract.

Nice To Haves

• Juniors and seniors are preferred.
• Interest in pursuing insurance licensing, SIE, Series 6 or Series 63 registrations, or CFP® certification, as applicable.

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.
• Receive risk-product state licensing in Life, Accident, and Health.
• Build life skills that may create future career opportunities.
• Participate in applicable recognition events and leadership programs and collaborate with business experts.

Benefits

• 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 (life, health, DI, and LTC).
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Flexible schedule to work around classes.
• Access to coaching, training, development meetings, leadership programs, and recognition events.

What This Job Offers

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