Financial Representative Intern

Job Description

About the Company:

For over 160 years, Northwestern Mutual has been helping clients achieve financial security through comprehensive financial planning. They combine the expertise of financial professionals with personalized digital experiences and industry-leading products, focusing on insurance, investments, and annuities. Northwestern Mutual prides itself on financial strength, access to top-tier products, and an inclusive, diverse environment where different viewpoints are valued. They are a Fortune 100 company with a long history and a strong reputation in the financial services industry.

Job Description: Financial Representative Intern

This internship at Northwestern Mutual Arizona offers students the opportunity to gain hands-on experience in the financial planning industry. Interns will learn to build a financial planning practice, leveraging local and nationwide expertise and exclusive financial products. The program mirrors the full-time Financial Representative role, providing a comprehensive understanding of the profession.

Key Responsibilities:

• Client Acquisition: Build a client base through prospecting and networking.
• Client Meetings: Call on potential clients and conduct meetings to understand their financial goals.
• Financial Planning: Prepare financial plans and offer relevant recommendations.
• Software Proficiency: Gain exposure to financial planning software platforms.
• Licensing: Obtain a Life, Accident, and Health insurance license.
• Training & Development: Participate in weekly coaching, training, and development meetings.

Program Highlights:

• Flexible Schedule: Work around your class schedule.
• Year-Round Program: Opportunity for continuous growth and support for further registrations and certifications (SIE, L&H, Series 6, 7, 66, & 63 or CFP®).
• Recognition & Leadership: Access to local and national recognition events and leadership programs.
• Collaboration: Collaborate with experts in the business.
• Full-Time Potential: Eligible interns may interview for a full-time Financial Representative role upon graduation.

Qualifications:

• Full-time student, juniors and seniors preferred
• Entrepreneurial spirit and curiosity for sales
• Highly involved on campus (leader, campus organizations, student government, etc.)
• Excellent time-management skills
• Interest in financial literacy and planning tools
• Business savvy

Compensation & Benefits:

• Commissions
• Development Stipends
• Productivity Bonuses
• Support for insurance licensing (life, health, DI, LTC)
• Support for SIE, Series 6, Series 63 registrations (eligibility required)