College Financial Representative, Internship Program

Northwestern Mutual•Campbell, CA
•Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building an integrated financial planning practice. Interns develop a practice while engaging local and nationwide experts, using financial products and planning resources, and receiving support from the company. The program is designed to build confidence, professional networks, and experience helping people pursue financial goals. It offers a flexible schedule around classes and may be pursued year-round. Eligible students may have an opportunity to interview for a full-time Financial Representative or Advisor role after graduation. The internship mirrors the full-time Financial Representative career. Interns receive coaching, training, development opportunities, and exposure to planning software. The role is described as an independent-contractor arrangement for income tax purposes, with compensation based on production. An intern contract requires approval and 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

  • Juniors and seniors are preferred.

Responsibilities

  • Learn to prospect and network 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 support future career opportunities.

Benefits

  • Flexible schedule to work around classes and personal life.
  • Opportunity to participate in the program year-round.
  • Support for insurance licensing, including life, health, disability income, and long-term care.
  • Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
  • Learning and Development Incentives of up to $1,000 per month, not inclusive of earned commissions.
  • Productivity bonuses.
  • Access to leadership programs and local and national recognition events.
  • Coaching, training, and development opportunities.
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