College Financial Representative, Internship Program

Northwestern Mutual • Los Angeles, CA

3d • 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 the Financial Representative career by developing a business and client base, engaging with local and national experts, using company planning resources, and helping clients work toward their financial goals. The program offers a flexible schedule around classes and may be available year-round. Students may receive support for licensing, registrations, and certifications, and eligible students may interview for a full-time Financial Representative or Advisor position after graduation. College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. An intern contract requires 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 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.
• A national criminal background check is required for approval of an intern contract.

Nice To Haves

• Eligible students may interview for a full-time Financial Representative or Advisor role upon graduation.
• Interest in support for Series 6 and Series 63 registrations or CFP® certification.

Responsibilities

• Learn 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 provide 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 can create future career opportunities.

Benefits

• Flexible schedule to accommodate classes and other commitments.
• 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, including life, health, disability income, and long-term care.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Access to leadership programs, recognition events, coaching, training, and development.

What This Job Offers

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