College Financial Representative, Internship Program

Northwestern Mutual • Ontario, CA

1d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns develop their practice while engaging with local and nationwide experts, financial products, planning resources, and the support of a Fortune 500 company. The program offers opportunities to build confidence and a professional network while helping clients work toward financial goals.

The internship mirrors the full-time Financial Representative career. Interns can work around their classes with a flexible schedule and may participate year-round. They can receive support for registrations and certifications, including Series 6 and 63 or CFP® pathways, subject to eligibility. The program also offers coaching, training, development meetings, recognition events, leadership programs, and collaboration with business experts. Eligible students may have an 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. Income is based on production. If offered the opportunity to apply for approval of an intern contract, a national criminal background check is required; approval to contract may be withdrawn based on its results.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 increase critical-thinking abilities.

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 provide useful 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 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, and long-term care.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Coaching, training, development meetings, recognition events, and access to leadership programs.

What This Job Offers

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