College Financial Representative, Internship Program

Northwestern Mutual • Atlanta, GA

2d • Onsite

About The Position

Northwestern Mutual’s College Financial Representatives internship program provides guidance, connections, and a framework for building an integrated financial planning practice. Interns come from varied academic backgrounds and begin developing a financial planning practice while engaging with local and nationwide experts, financial products, and company resources. The program offers opportunities to develop confidence and a professional network while helping people work toward financial freedom.

The internship is designed to mimic the full-time Financial Representative career. Interns may participate year-round and have a flexible schedule around classes. They receive coaching, training, and development, and may obtain support for registrations and certifications such as Series 6, Series 63, or CFP®. 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. A national criminal background check is required if an intern is offered the opportunity to apply for approval of an intern contract.

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 and seniors are preferred.
• Eligibility for support for SIE, Series 6, and Series 63 registrations is required.

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 offer 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 create future career opportunities.

Benefits

• 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 (life, health, DI, LTC).
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Flexible schedule around classes.
• Coaching, training, and development meetings.
• Access to leadership programs and local and national recognition events.

What This Job Offers

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