College Financial Representative
Northwestern Mutual • Salt Lake Cty, UT2d • Onsite
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College Financial Representative, Internship Program
Northwestern Mutual•Salt Lake Cty, UT
•Onsite
About The Position
Northwestern Mutual’s College Financial Representative internship program provides guidance, connections, and a framework for building a financial planning practice. Interns come from varied academic backgrounds and experiences and begin developing 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 people work toward financial freedom. The internship mirrors the full-time Financial Representative career. Interns can participate year-round and have a flexible schedule designed to work around classes and other commitments. They may receive support for registrations and certifications such as Series 6, Series 63, or CFP®. Interns can also take part in recognition events and leadership programs and collaborate with experts. Eligible students may have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. College Financial Representatives are described as independent contractors for income tax purposes and statutory employees for FICA tax purposes. If offered an intern contract, approval requires a national criminal background check; contract approval may be withdrawn if the results indicate the candidate cannot work for Northwestern Mutual.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, 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
- Junior or senior standing is preferred.
- Campus involvement through leadership, athletics, student organizations, or student government.
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 plans and provide useful 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 create future career opportunities.
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 including 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.
- Access to recognition events and leadership programs.
- Coaching, training, and development.
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
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