College Financial Representative, Internship Program

Northwestern Mutual•San Antonio, TX
•Onsite

About The Position

Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building an integrated financial planning practice. Interns build a financial planning practice while engaging with local and nationwide experts, financial products, and company resources. The program offers opportunities to develop confidence and a professional network while helping clients work toward financial goals. It mirrors the full-time Financial Representative career and can be pursued year-round, with a flexible schedule around classes. Interns may receive support for registrations and certifications, participate in recognition events and leadership programs, and collaborate with business experts. Eligible students may 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. Income is based on production. Contract approval requires 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.

Nice To Haves

  • Junior or senior standing is preferred.

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.
  • Obtain Risk Product State Licensing for Life, Accident, and Health.
  • Develop life skills that create future career opportunities.

Benefits

  • Flexible schedule to accommodate classes and other commitments.
  • Year-round internship participation option.
  • 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.
  • Learning and Development Incentives of up to $1,000 per month, not including earned commissions.
  • Productivity bonuses.
  • Performance-based earnings and revenue.
  • Access to leadership programs, recognition events, coaching, training, and development.
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