College Financial Representative
Northwestern Mutual • Provo, UT2d • Onsite
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College Financial Representative, Internship Program
Northwestern Mutual•Provo, UT
•Onsite
About The Position
Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns engage with local and nationwide experts, financial products, planning resources, and support from a Fortune 500 company while developing professional skills and helping clients work toward their financial goals. The program follows the company’s full-time Financial Representative career model and may be available year-round, with a flexible schedule designed to accommodate students’ classes and other commitments. Participants may receive support for insurance licensing and eligible securities registrations and certifications, including Series 6 and 63 or CFP® pathways. Interns can take part in recognition events, leadership programs, coaching, training, and professional development. Eligible students may have the opportunity to interview for a full-time Financial Representative or Advisor position after graduation. College Financial Representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Compensation is production-based. A national criminal background check is required for approval to contract as an intern; approval may be withdrawn if the results would prevent someone from working for Northwestern Mutual.
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, student organizations, or student government.
- Have excellent time-management skills.
- Have an interest in financial literacy and planning tools.
- Demonstrate business savvy and a desire to improve critical-thinking abilities.
- Complete a national criminal background check for approval to contract as an intern.
Nice To Haves
- Junior or senior standing is preferred.
- Campus leadership, athletics, student organization, or student government involvement.
- Interest in pursuing Series 6 and 63 registrations or CFP® certification.
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.
- Build life skills that create future career opportunities.
Benefits
- Flexible schedule to accommodate classes and other commitments.
- 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 (DI), and long-term care (LTC).
- Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
- Coaching, training, and development meetings.
- Access to recognition events and leadership programs.
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
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