College Financial Representative Internship

Job Description

Here is the detailed, enriched job description:

Job Title: College Financial Representative Internship

Location: 1162 Pittsford Victor Rd

Overview:

Northwestern Mutual is offering a dynamic internship program for College Financial Representatives. This program provides comprehensive guidance, extensive connections, and a structured framework to help you build an integrated financial planning practice from the ground up. You will gain invaluable experience, develop a professional network, and empower individuals to achieve financial freedom. Hard work truly pays off in this role!

Key Responsibilities:

Mimicking our full-time Financial Representative career, this internship allows you to:

• Learn to prospect and network effectively to build your business and client base.
• Develop and execute a robust business strategy.
• Call on potential clients and set meetings to understand their financial goals.
• Prepare tailored financial plans and offer useful recommendations.
• Gain exposure to proprietary planning software platforms.
• Engage in weekly coaching, training, and development meetings.
• Receive support for Risk Product State Licensing (Life, Accident, and Health).
• Build essential life skills that create future career opportunities.

Program Highlights & Benefits:

• Flexible Schedule: Designed to work around your life and academic commitments.
• Year-Round Opportunity: Option to participate in the internship program year-round, allowing continuous growth.
• Certification Support: Obtain support for registrations and certifications such as the Series 6 & 63 or CFP®.
• Recognition & Leadership: Get inspired at local and national recognition events and earn access to leadership programs.
• Expert Collaboration: Collaborate with experts across the business and access diverse resources for personal and professional growth.
• Full-Time Potential: Eligible students have the opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

Qualifications:

Are you a fit for this internship? We are looking for candidates who are:

• A full-time student; juniors and seniors preferred.
• Possess entrepreneurial ambitions and a curiosity for sales.
• Highly involved on campus (e.g., leader, athlete, campus organizations, student government).
• Demonstrate excellent time-management skills.
• Have an interest in financial literacy and planning tools.
• Exhibit strong business savvy and a desire to increase critical thinking abilities.

Compensation & Benefits:

• Performance-based earnings and revenue.
• Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions).
• Productivity Bonuses.
• Support for insurance licensing (life, health, DI, LTC).
• Support for SIE, Series 6, Series 63 registrations (eligibility required).

About Northwestern Mutual:

For over 165 years, Northwestern Mutual has been dedicated to helping clients live fully through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experiences and industry-leading products (insurance, investments, and annuities) to help clients successfully navigate their financial lives and meet their goals. We are known for our unmatched financial strength and access to the best products and services.

Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. They are considered independent contractors for income tax purposes and “statutory employees” for Federal Insurance Contributions Act (FICA) tax purposes.

Northwestern Mutual is committed to an inclusive and belonging workplace where everyone’s unique viewpoints contribute to success. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why Join Northwestern Mutual?

• A Fortune 500 company (2023).
• Recognized as a Top 100 Internship Program by Yello x WayUp (2022).
• Serving 5.0+ million clients and growing.
• Manages or holds $257 billion in retail investment client assets.
• Named one of Forbes’ Best Employers for Diversity (2018-2021).
• Possesses unsurpassed financial strength among U.S. life insurers.
• Awarded as a Best Place to Work for LGBTQ+ Equality by the Human Rights Campaign Corporate Equality Index (2015-2021).

Important Notes:

Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. Should you be offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. If the background check results provide information that would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.

Salary Range:

USD $500.00 – USD $1,000.00 /Yr. (Learning and Development Incentives, not inclusive of earned commissions)