College Financial Representative, Internship Program

Northwestern Mutual • Albany, NY

1d • 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 business and client base, work with local and nationwide experts, use financial planning products and software, and help people pursue their financial goals. The program follows the company’s full-time Financial Representative career model and offers coaching, training, development, and opportunities to build personal and professional skills.

The internship can be pursued year-round with a flexible schedule designed to work around classes. Students may receive support for insurance licensing and certain registrations and certifications, subject to eligibility. 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 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, for example as a leader, athlete, member of a campus organization, or student government participant.
• 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.

Responsibilities

• Learn prospecting and networking methods 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 offer recommendations.
• Gain exposure to proprietary financial planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Receive training related to state licensing for life, accident, and health insurance.
• Build life skills that support future career opportunities.

Benefits

• Flexible schedule designed to work around classes.
• Opportunity to participate in the internship year-round.
• 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.
• Learning and development incentives of up to $1,000 per month, not including earned commissions.
• Productivity bonuses.
• Performance-based earnings and revenue.
• Access to leadership programs and local and national recognition events.

What This Job Offers

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