College Financial Representative, Internship Program

Northwestern Mutual • Dayton, 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 begin developing a practice while engaging with local and national experts, financial products, planning tools, and the support of a Fortune 500 company. The program is modeled on the full-time Financial Representative career and offers opportunities to build confidence, develop a professional network, and help clients work toward their financial goals.

Interns can participate year-round and have a flexible schedule designed to work around classes. The program includes coaching, training, development meetings, exposure to planning software, and support for licensing, registrations, and certifications. Eligible students may have an opportunity to 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. An 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 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.

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 useful 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 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 in 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.
• Eligible students may interview for a full-time Financial Representative or Advisor role upon graduation.

What This Job Offers

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