College Financial Representative, Internship Program

Northwestern Mutual • Boca Raton, FL

2d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns learn to develop a client base and business strategy while engaging with local and nationwide experts, financial products, and company resources. The role offers opportunities to build confidence, develop a professional network, and help clients work toward financial goals.

The internship mimics the full-time Financial Representative career. Interns can participate year-round and have a flexible schedule around classes. They may receive support for registrations and certifications, including Series 6, Series 63, and CFP®, subject to eligibility. Interns can also take part in recognition events and leadership programs and collaborate with experts. Eligible students may have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Income is based on production. An intern contract requires approval, including 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 develop critical-thinking abilities.
• A national criminal background check is required for approval of an intern contract.

Nice To Haves

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

Responsibilities

• Learn prospecting and networking methods 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 recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Receive risk product state licensing for 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, including life, health, DI, and LTC.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Potential access to leadership programs and local and national recognition events.

What This Job Offers

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