College Financial Representative
Northwestern Mutual • Campbell, CA3d • Onsite
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College Financial Representative, Internship Program
Northwestern Mutual•Campbell, CA
•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 the Financial Representative career by developing a business and client base, helping clients understand their financial goals, preparing plans and recommendations, and engaging with planning tools and experts. The program offers weekly coaching, training, and development, as well as support for insurance licensing and eligible securities registrations and certifications. It can be pursued year-round, with a flexible schedule designed to accommodate classes. Eligible students may interview for a full-time Financial Representative or Advisor role upon graduation. College Financial Representatives are valued business owners and are treated as independent contractors for income tax purposes and statutory employees for FICA tax purposes. Income is based on production. An intern offered a contract must undergo a national criminal background check, and approval may be withdrawn based on its results.
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
- Support is available for insurance licensing in life, health, disability income, and long-term care.
- Eligible participants can receive support for SIE, Series 6, and Series 63 registrations.
- Students interested and eligible may interview for a full-time Financial Representative or Advisor role 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 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.
- Build life skills that can create future career opportunities.
Benefits
- Performance-based earnings and revenue.
- Learning and Development Incentives of up to $1,000 per month, not including earned commissions.
- Productivity bonuses.
- Support for insurance licensing.
- Support for eligible SIE, Series 6, and Series 63 registrations.
- Flexible schedule to accommodate classes.
- Access to leadership programs and local and national recognition events.
- Weekly coaching, training, and development.
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
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