College Financial Representative, Internship Program

Northwestern Mutual•Grand Junction, CO
•$1,000•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 while working with local and nationwide experts, proprietary planning software, and the resources and products of a Fortune 500 company. The program is designed to mirror the full-time Financial Representative career and offers opportunities to build confidence, a professional network, and financial-planning skills. The internship offers a flexible schedule around classes and may be pursued year-round. Interns receive coaching, training, and development, and may receive support for insurance licensing and securities registrations or certifications, subject to eligibility. Students who are interested and eligible may 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.

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.
  • Be business savvy and interested in increasing critical-thinking abilities.

Nice To Haves

  • Juniors and seniors are preferred.
  • Eligibility to pursue support for SIE, Series 6, or Series 63 registrations.
  • Interest in interviewing for a full-time Financial Representative or Advisor role upon graduation.

Responsibilities

  • Learn how 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.
  • Pursue Risk Product State Licensing in Life, Accident, and Health.
  • Build professional and 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 inclusive of earned commissions.
  • Productivity bonuses.
  • Support for insurance licensing, including life, health, disability income (DI), and long-term care (LTC).
  • Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
  • Coaching, training, and development meetings.
  • Access to local and national recognition events and leadership programs.
  • Opportunity to collaborate with business experts and access resources for personal and professional growth.
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