College Financial Representative, Internship Program

Northwestern Mutual•Seattle, WA
•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 come from a range of academic backgrounds and experiences and begin building a 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 clients work toward financial freedom. The internship mirrors the full-time Financial Representative career. Interns can work a flexible schedule around classes and may participate year-round. The role includes weekly coaching, training, and development, as well as access to recognition events, leadership programs, and business experts. The company may support licensing, registrations, and certifications, subject to eligibility. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor position upon graduation. College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Earnings are production-based. If offered an intern contract, candidates must undergo a national criminal background check; approval to contract may be withdrawn based on the results.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 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 increase critical-thinking abilities.

Nice To Haves

  • Junior or senior college standing is preferred.
  • Support for SIE, Series 6, and Series 63 registrations is available subject to eligibility.
  • Support for CFP® certification may be available.

Responsibilities

  • Learn to prospect and network 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.
  • 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 including 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 to work around classes and personal commitments.
  • Access to leadership programs, recognition events, coaching, training, and development.
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