College Financial Representative
Northwestern Mutual • Spokane Valley, WA3d • Onsite
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College Financial Representative, Internship Program
Northwestern Mutual•Spokane Valley, WA
•Onsite
About The Position
Northwestern Mutual’s College Financial Representative internship provides guidance, connections, and a framework for building a financial planning practice. Interns come from varied academic backgrounds and begin developing a practice while engaging with local and national experts, financial products, and company resources. The program is designed to build confidence, professional networks, and the ability to help clients work toward financial goals. It mimics the full-time Financial Representative career and may be available year-round, with a flexible schedule intended to work 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 considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. Income is based on production. 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.
Nice To Haves
- Eligibility and interest in obtaining support for registrations or certifications such as Series 6, Series 63, or CFP®.
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 offer recommendations.
- Gain exposure to proprietary planning software platforms.
- Participate in weekly coaching, training, and development meetings.
- Pursue state risk-product licensing for Life, Accident, and Health.
- Build professional and life skills that may support future career opportunities.
Benefits
- Flexible schedule to work around classes and other commitments.
- Performance-based earnings and revenue.
- Learning and Development Incentives of up to $1,000 per month, excluding earned commissions.
- Productivity bonuses.
- Support for insurance licensing in life, health, disability income, and long-term care.
- Support for SIE, Series 6, and Series 63 registrations, subject to eligibility.
- Weekly coaching, training, and development meetings.
- Access to leadership programs and local and national recognition events.
- Resources and opportunities for personal and professional growth.
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
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