College Financial Representative, Internship Program

Northwestern Mutual • Provo, UT

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 to develop a client base and business strategy, understand clients’ financial goals, prepare plans, and offer recommendations while engaging with local and nationwide experts, financial products, and company resources. The program mirrors the full-time Financial Representative career and offers coaching, training, development meetings, and exposure to proprietary planning software.

The role offers a flexible schedule intended to work around students’ lives and classes, and participation may be year-round. Interns can receive support for insurance licensing and, subject to eligibility, securities registrations and certifications. Interested eligible students may have an opportunity to interview for a full-time Financial Representative or Advisor position after graduation. Financial Representatives and College Financial Representatives are considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. Compensation is production-based.

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 increase critical-thinking abilities.

Nice To Haves

• Juniors and seniors are preferred.
• Eligible students interested in a full-time Financial Representative or Advisor role may interview 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 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.
• Build skills and professional relationships through collaboration with business experts and participation in recognition and leadership opportunities.

Benefits

• Flexible schedule to work around life and classes.
• Learning and Development Incentives of up to $1,000 per month, not including earned commissions.
• Productivity bonuses.
• Support for life, health, disability income, and long-term care insurance licensing.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Access to leadership programs and local and national recognition events.
• Coaching, training, development, and professional-growth resources.

What This Job Offers

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