College Financial Representative, Internship Program

Northwestern Mutual • New Haven, CT

2d • Onsite

About The Position

The College Financial Representative internship program at Northwestern Mutual provides guidance, connections, and a framework for building an integrated financial planning practice. Interns build a practice while engaging with local and nationwide experts, financial products, and the support of a Fortune 500 company. The role offers opportunities to develop confidence and a professional network while helping clients work toward financial freedom.

The program mirrors the full-time Financial Representative career. Interns learn to develop a client base, create and execute a business strategy, understand clients’ financial goals, prepare plans, and provide recommendations. They also receive coaching, training, and development, and gain exposure to planning software and insurance licensing. The schedule is flexible around classes, and participation may be year-round. Support may be available for registrations and certifications such as 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 upon graduation.

College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Earnings are production-based. An offered intern contract is subject to approval and 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 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.
• Receive risk product state licensing for Life, Accident, and Health.
• Build life skills that create future career opportunities.

Benefits

• Flexible schedule designed to work around classes.
• 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, disability income, and long-term care.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Access to local and national recognition events and leadership programs.
• Opportunity for eligible students to interview for a full-time Financial Representative or Advisor role upon graduation.

What This Job Offers

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