College Financial Representative, Internship Program

Northwestern Mutual • Roseville, CA

2d • Onsite

About The Position

The College Financial Representative internship at Northwestern Mutual provides guidance, connections, and a framework for building a financial planning practice. Interns learn to develop a business and client base, work with local and nationwide experts, use financial products and planning tools, and help clients pursue their financial goals. The program is designed to resemble the full-time Financial Representative career and offers flexible scheduling around classes, with opportunities to participate year-round and receive support for registrations and certifications. Eligible students may interview for a full-time Financial Representative or Advisor position upon graduation.

College Financial Representatives are considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. Compensation is production-based and may include learning and development incentives, commissions, and productivity bonuses. Approval to contract requires 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.
• Have business savvy and a desire to develop critical-thinking abilities.

Responsibilities

• Learn how 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.
• Pursue risk product state licensing in life, accident, and health.
• Build professional and life skills that support future career opportunities.

Benefits

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

What This Job Offers

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