College Financial Representative, Internship Program

Northwestern Mutual • Irvine, CA

3d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, professional connections, and a framework for building a financial planning practice. Interns learn and develop a practice while working with local and nationwide experts, financial products, planning resources, and the support of a Fortune 500 company. The program is designed to build confidence, expand professional networks, and help clients pursue financial freedom.

The internship mirrors the full-time Financial Representative career. It offers a flexible schedule around classes and may be undertaken year-round. Interns can receive support for insurance licensing and, subject to eligibility, registrations and certifications such as the SIE, Series 6, Series 63, and CFP®. Participants may attend recognition events, access leadership programs, and collaborate with business experts. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

College Financial Representatives are considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. An intern offered the opportunity to apply for an intern contract must undergo a national criminal background check; contract approval may be withdrawn based on the results.

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 strengthen critical-thinking abilities.

Nice To Haves

• Junior or senior standing is preferred.
• Interest in continuing year-round in the internship program.
• Eligibility to pursue SIE, Series 6, or 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 arrange 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 life skills that support future career opportunities.

Benefits

• Flexible schedule to work around classes and personal life.
• 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, disability income, and long-term care.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Weekly coaching, training, and development meetings.
• Access to leadership programs and local and national recognition events.
• 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