College Financial Representative, Internship Program

Northwestern Mutual • Naples, FL

1d • 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 build a practice while engaging with local and nationwide experts, financial products, planning software, and the support of a Fortune 500 company. The program is modeled on the full-time Financial Representative career and offers opportunities to develop professional networks, confidence, and skills while helping clients pursue financial goals.

The internship may be pursued year-round and offers a flexible schedule around classes. Interns can receive support for registrations and certifications such as Series 6, Series 63, and CFP, subject to eligibility where applicable. They may also participate in recognition events and leadership programs and collaborate with business experts. 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 for income tax purposes and statutory employees for FICA tax purposes. Compensation is production-based and includes performance-based earnings and revenue. If offered an intern contract, candidates must pass a national criminal background check for approval to contract.

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

• Juniors and seniors are preferred.
• Eligibility for support for SIE, Series 6, and Series 63 registrations.

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 useful recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Obtain Risk Product State Licensing: Life, Accident, and Health.
• Build life skills that create future career opportunities.

Benefits

• 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, disability income, and long-term care.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Flexible schedule around classes.
• Access to leadership programs and local and national recognition events.

What This Job Offers

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