College Financial Representative, Internship Program

Northwestern Mutual•New York, NY
•Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns engage with local and nationwide experts, financial products, planning resources, and the support of a Fortune 500 company while developing a professional network and helping people work toward financial goals. The program mirrors the full-time Financial Representative career and offers a flexible schedule that can accommodate classes. It may be completed year-round, with support for registrations and certifications, including Series 6, Series 63, and CFP®, subject to eligibility where applicable. 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. Earnings are production-based. 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, 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.

Responsibilities

  • Learn prospecting and networking 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 recommendations.
  • Gain exposure to proprietary financial planning software platforms.
  • Participate in weekly coaching, training, and development meetings.
  • Obtain Risk Product State Licensing in Life, Accident, and Health.
  • Develop life skills that create future career opportunities.

Benefits

  • Flexible schedule to accommodate classes.
  • Support for insurance licensing (life, health, DI, LTC).
  • 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.
  • Coaching, training, and development.
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