College Financial Representative, Internship Program

Northwestern Mutual • Beachwood, OH

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 build their practice while engaging with local and nationwide experts, financial products, and the support of a Fortune 500 company. The program offers opportunities to develop a professional network, build confidence, and help clients pursue financial goals.

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, including Series 6, Series 63, and CFP® pathways, subject to eligibility. The program also provides coaching, training, development meetings, recognition events, leadership programs, and opportunities to collaborate with business experts. 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. If offered the opportunity to apply for approval of an intern contract, candidates must undergo a national criminal background check; approval to contract may be withdrawn based on the results.

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 strengthen critical-thinking abilities.

Nice To Haves

• Junior or senior standing is preferred.
• Participation in campus leadership, athletics, organizations, or student government is identified as an example of being highly involved on campus.

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 offer 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 support future career opportunities.

Benefits

• Flexible schedule to work around 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, and long-term care.
• 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.
• Eligible students may have an opportunity 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