College Financial Representative, Internship Program

Northwestern Mutual • Lexington, KY

2d • 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 learn from local and nationwide experts, gain exposure to financial products and planning resources, and receive support from a Fortune 500 company. The program is designed to build confidence and professional networks while helping clients work toward financial goals. The internship mimics the full-time Financial Representative career and may be pursued year-round, with a flexible schedule designed to work around classes. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

College Financial Representatives are considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. Compensation is performance-based and includes revenue, incentives, and productivity bonuses. An 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, for example 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

• Support is available for registrations and certifications such as Series 6, Series 63, or CFP; eligibility may be required for certain registrations.

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 plans and offer useful recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Receive Risk Product State Licensing for Life, Accident, and Health.
• Build life skills that create future career opportunities.
• Participate in recognition events and collaborate with experts in the business.

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.
• Access to leadership programs and local and national recognition events.
• Coaching, training, and development.

What This Job Offers

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