College Financial Representative, Internship Program

Northwestern Mutual•Roseville, CA
•Onsite

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 while working with local and nationwide experts, financial products, planning platforms, and the support of a Fortune 500 company. The program is modeled on the full-time Financial Representative career and offers opportunities to build professional confidence, develop a network, and help clients pursue their financial goals. Interns can participate year-round and have a flexible schedule designed to work around classes. The program includes coaching, training, development meetings, recognition events, leadership programs, and support for licensing, registrations, and certifications. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor role after graduation. College Financial Representatives are independent contractors whose income is based on production.

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 improve critical-thinking abilities.

Nice To Haves

  • Junior or senior standing is preferred.

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 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 for Life, Accident, and Health.
  • Build life skills that can create future career opportunities.

Benefits

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