College Financial Representative, Internship Program

Northwestern Mutual • The Woodlands, TX

1d • Onsite

About The Position

Northwestern Mutual’s College Financial Representative Internship Program provides students with guidance, connections, and a framework for building an integrated financial planning practice. Interns build a practice while engaging with local and nationwide experts, financial products, planning resources, and support from a Fortune 500 company. The program is designed to build confidence, develop a professional network, and help clients pursue financial freedom.

The internship mirrors the full-time Financial Representative career. Interns can work a flexible schedule around classes and may participate year-round. The program offers coaching, training, leadership opportunities, recognition events, and support for insurance licensing and eligible registrations or certifications. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor role after graduation.

Financial Representatives and College Financial Representatives are described as independent contractors for income tax purposes and statutory employees for FICA tax purposes. An intern contract requires 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 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.
• Eligibility for support with SIE, Series 6, and Series 63 registrations is required for those registrations.

Responsibilities

• Learn to prospect and network to build a business and client base.
• Develop and execute a business strategy.
• Contact prospective clients and arrange 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 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, DI, and LTC.
• Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
• Coaching, training, and development meetings.
• Access to leadership programs and local and national recognition events.
• Opportunity to interview for a full-time Financial Representative or Advisor role upon graduation, for eligible students.

What This Job Offers

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