College Financial Representative, Internship Program

Northwestern Mutual • Stamford, CT

3d • 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 drawing on local and national experts, financial products, planning resources, and company support. The program is designed to develop professional confidence and networks while helping clients pursue their financial goals.

The internship mirrors the company’s full-time Financial Representative career. Interns learn to develop a business and client base, meet with potential clients, understand financial goals, prepare plans and recommendations, and use proprietary planning software. The program includes weekly coaching, training, and development meetings, and support for insurance licensing and eligible registrations or certifications. The schedule is flexible around classes, and participation may be year-round. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor position upon graduation.

Financial Representatives and College Financial Representatives are considered independent contractors for income-tax purposes and statutory employees for FICA tax purposes. An offered intern contract requires approval and a national criminal background check; contract approval may be withdrawn based on the results.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 as a leader, athlete, or member of 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 or seniors are preferred.
• Eligibility and interest in obtaining Series 6 and Series 63 registrations or CFP® certification; support is available where applicable.

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

What This Job Offers

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