College Financial Representative
Northwestern Mutual • San Marcos, TX1d • Onsite
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College Financial Representative, Internship Program
Northwestern Mutual•San Marcos, TX
•Onsite
About The Position
Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns develop a practice while engaging with local and nationwide experts, financial products, and company resources. The program offers opportunities to build confidence, develop a professional network, and help clients work toward financial goals. Its structure mirrors the full-time Financial Representative career. Interns may participate year-round and have a flexible schedule 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 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 increase critical-thinking abilities.
- A national criminal background check is required for approval to contract as an intern.
Nice To Haves
- Junior or senior standing is preferred.
- Campus involvement through leadership, athletics, campus organizations, or student government.
- Interest in obtaining certifications such as the CFP®.
Responsibilities
- Learn 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 in life, accident, and health.
- Build life skills that support future career opportunities.
- Participate in licensing, registration, and certification support opportunities, including insurance licensing and eligible SIE, Series 6, and Series 63 registrations.
Benefits
- Flexible schedule to work around classes and personal 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 life, health, disability income, and long-term care insurance licensing.
- Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
- Access to coaching, training, development meetings, 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.
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
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