College Financial Representative (Internship Program)

Job Description

Here is a detailed and enriched job description for the College Financial Representative internship at Northwestern Mutual:

Job Title: College Financial Representative (Internship Program)

Company: Northwestern Mutual

Location: 5445 Triangle Pkwy

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Overview

Northwestern Mutual’s internship program offers aspiring college students an unparalleled opportunity to build an integrated financial planning practice from the ground up. As a College Financial Representative, you will receive comprehensive guidance, establish valuable connections, and gain a robust framework to kickstart your career. We welcome students from diverse academic backgrounds and experiences who are eager to build a financial planning practice, engage with local and nationwide experts, access exclusive financial products, and leverage the unwavering support of a Fortune 500 company. This program is designed to build your confidence, expand your professional network, and empower you to help individuals achieve financial freedom. At Northwestern Mutual, dedication and hard work are truly rewarded!

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Responsibilities

Our internship program closely mirrors the responsibilities of a full-time Financial Representative, providing a realistic and immersive experience. You will have the opportunity to:

• Learn effective prospecting and networking strategies to build your business and client base.
• Develop and execute a strategic business plan tailored to your goals.
• Initiate contact with potential clients, set meetings, and deeply understand their financial aspirations.
• Prepare comprehensive financial plans and offer personalized, useful recommendations.
• Gain hands-on exposure to proprietary financial planning software platforms.
• Participate in weekly coaching, training, and development meetings to continuously enhance your skills.
• Obtain Risk Product State Licensing for Life, Accident, and Health insurance.
• Acquire invaluable life skills that will pave the way for future career success.

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Program Highlights & Professional Growth

As a Northwestern Mutual College Financial Representative, you can expect:

• A flexible schedule designed to accommodate your academic commitments and personal life.
• The option to participate in our internship program year-round, allowing continuous growth and development.
• Comprehensive support for registrations and certifications such as the Series 6 & 63 or CFP® (eligibility required).
• Inspiration at local and national recognition events celebrating your achievements.
• Access to leadership development programs and collaboration opportunities with experts across our business.
• A culture rich with diverse resources dedicated to fostering your personal and professional growth.
• For eligible students with interest, an invaluable opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

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Qualifications

Are you the right fit for this dynamic internship? We are looking for candidates who possess:

• Full-time student status; juniors and seniors are preferred.
• Entrepreneurial ambition and a genuine curiosity for sales.
• High involvement on campus (e.g., leadership roles, collegiate athlete, campus organizations, student government).
• Excellent time-management skills and the ability to balance multiple priorities.
• A strong interest in financial literacy and planning tools.
• Business savvy and a keen desire to enhance critical thinking abilities.

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Compensation & Benefits

We believe in rewarding hard work and dedication. This internship offers:

• Performance-based earnings and revenue, directly reflecting your efforts.
• Learning and Development Incentives of up to $1000/month (not inclusive of earned commissions).
• Productivity Bonuses to acknowledge your exceptional output.
• Full support for insurance licensing (Life, Health, Disability Income, Long Term Care).
• Support for SIE, Series 6, and Series 63 registrations (eligibility required).

Salary Range: USD $500.00 – USD $1,000.00 /Month (As part of the Learning and Development Incentives, not inclusive of commissions).

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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 unparalleled expertise of our financial professionals with personalized digital experiences and industry-leading products to empower clients in successfully navigating their financial lives. Our tailored approach integrates multiple financial strategies—including insurance, investments, and annuities—designed to reinforce each other, ensuring clients consistently achieve their goals. We are renowned for our unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives and College Financial Representatives are highly 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.

As a company, we are deeply committed to fostering an inclusive and belonging workplace where every individual’s unique viewpoints contribute to new successes. We strive to build teams that mirror the diversity of our customers and communities, creating an environment where all employees are welcomed, valued, and heard.

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Why Join Northwestern Mutual?

• A distinguished Fortune 500 company (2023).
• Recognized among the Top 100 Internship Programs by Yello x WayUp (2022).
• Serving over 5.0+ million clients and growing.
• Managing or holding $257 billion in retail investment client assets.
• Consistently recognized by Forbes as a Best Employer for Diversity (2018-2021).
• Boasts Unsurpassed Financial Strength among U.S. life insurers.
• Named a Best Place to Work for LGBTQ+ Equality by the Human Rights Campaign Corporate Equality Index (2015-2021).