College Financial Representative, Internship Program

Northwestern Mutual • Huntington Beach, CA

3d

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns learn to develop a business and client base, work with local and nationwide experts, use exclusive financial products and planning resources, and help clients pursue their financial goals. The program is designed to mirror the full-time Financial Representative career and offers coaching, training, professional networking, and opportunities for personal and professional development.

The role offers a flexible schedule intended to accommodate classes and other commitments, and the internship may be pursued year-round. Students may receive support for insurance licensing and eligible registrations or certifications, including Series 6, Series 63, and CFP®. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor role after graduation.

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

Nice To Haves

• Junior or senior standing is preferred.
• Interest in pursuing Series 6 and Series 63 registrations or the CFP® certification, subject to eligibility where applicable.

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.
• Pursue Risk Product State Licensing in Life, Accident, and Health.
• Build professional and personal skills that can create future career opportunities.

Benefits

• Flexible schedule to accommodate classes and other 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 in life, health, disability income (DI), and long-term care (LTC).
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Access to coaching, training, leadership programs, and local and national recognition events.
• Potential 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