College Financial Representative, Internship Program

Northwestern Mutual • Elm Grove, WI

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 to develop a client base and business strategy, understand clients’ financial goals, prepare plans and recommendations, and use proprietary planning software. The program includes weekly coaching, training, and development, support for insurance licensing and eligible securities registrations, and access to experts, recognition events, and leadership programs. The internship may be pursued year-round, with a flexible schedule designed to accommodate classes. Eligible students may have the 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 are statutory employees for FICA tax purposes. Contract approval 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 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 develop critical-thinking abilities.
• Pass a national criminal background check for contract approval.

Nice To Haves

• Eligibility and interest in pursuing support for SIE, Series 6, or Series 63 registrations.
• Interest in pursuing a full-time Financial Representative or Advisor role after graduation.

Responsibilities

• Learn 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 provide useful recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Build professional and personal skills that support future career opportunities.

Benefits

• Flexible schedule designed to work around classes and personal life.
• Performance-based earnings and revenue.
• 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.
• Access to coaching, training, development meetings, leadership programs, recognition events, and business experts.

What This Job Offers

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