College Financial Representative, Internship Program

Northwestern Mutual • Carlsbad, CA

1d • Onsite

About The Position

Northwestern Mutual’s College Financial Representatives internship program provides guidance, connections, and a framework for building a financial planning practice. Interns begin developing a practice while engaging local and nationwide experts, accessing financial products, and receiving support from a Fortune 500 company. The role offers opportunities to build confidence, develop a professional network, and help people work toward financial freedom.

The program mirrors the full-time Financial Representative career. Interns can participate year-round and have a flexible schedule around classes. Support may be available for licensing, registrations, and certifications, including Life, Accident, and Health licensing and Series 6 and 63 registrations; CFP® is also mentioned as a certification. Interns can take part in coaching and development, recognition events, and leadership programs. Eligible students may have an 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. Income is based on production. Approval to contract requires a national criminal background check.

Requirements

• Be a full-time student; juniors and seniors are preferred.
• Have entrepreneurial ambitions and curiosity for 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

• Junior or senior standing is preferred.

Responsibilities

• Learn how 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 useful 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, including life, health, DI, and LTC.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Flexible schedule to work around classes and other commitments.
• Access to leadership programs, recognition events, coaching, training, and development.

What This Job Offers

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