College Financial Representative, Internship Program

Northwestern Mutual • Deerfield, IL

1d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns come from a range of academic backgrounds and begin developing a practice with access to local and nationwide experts, financial products, and support from the company. The role offers opportunities to build confidence, develop a professional network, and help people work toward financial freedom.

The internship mirrors the full-time Financial Representative career. Interns can participate year-round and have a flexible schedule around classes. They may receive support for registrations and certifications such as Series 6, Series 63, or CFP®, subject to eligibility. The program also offers coaching, training, recognition events, leadership programs, and collaboration with business experts. Eligible students may have an 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 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 develop critical-thinking abilities.
• Pass a national criminal background check for approval of an intern contract.

Nice To Haves

• Juniors and seniors are preferred.
• Eligibility for support with SIE, Series 6, and Series 63 registrations.

Responsibilities

• Learn prospecting and networking methods 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.
• Build life skills that support future career opportunities.

Benefits

• Flexible schedule 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 in life, health, disability income, and long-term care.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Access to coaching, training, and development meetings.
• Access to local and national recognition events and leadership programs.
• Potential 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