Financial Representative Intern
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Job Description
About Northwestern Mutual Arizona:
For over 160 years, Northwestern Mutual has helped clients achieve financial security through comprehensive financial planning. They combine the expertise of financial professionals with personalized digital experiences and industry-leading products, offering a tailored approach including insurance, investments, and annuities. They pride themselves on financial strength, access to best-in-class products, and fostering an inclusive environment where diverse viewpoints are valued. Northwestern Mutual is a Fortune 100 company, recognized for its strong internship program and commitment to diversity.
Job Description: Financial Representative Intern
Northwestern Mutual Arizona is seeking motivated Financial Representative Interns to help clients live more and worry less through financial planning. This internship mirrors the full-time Financial Representative role, providing hands-on experience and a chance to build a financial planning practice while leveraging the support of a Fortune 100 company.
Key Responsibilities:
• Build your client base through prospecting and networking.
• Call on potential clients and set meetings to understand their financial goals.
• Prepare financial plans and offer useful recommendations.
• Gain exposure to planning software platforms.
• Obtain your Life, Accident, and Health insurance license.
• Participate in weekly coaching, training, and development meetings.
Internship Highlights:
• Flexible schedule to accommodate classes and other commitments.
• Year-round program to support continuous growth.
• Support for registrations and certifications (SIE, L&H, Series 6, 7, 66, & 63 or CFP®).
• Recognition events, leadership programs, and collaboration with experts.
• Opportunity to interview for a full-time Financial Representative role upon graduation.
Ideal Candidate:
• Full-time student; juniors and seniors preferred.
• Entrepreneurial mindset and curiosity for sales.
• Highly involved on campus (leader, campus orgs, 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).
On-site Locations:
• Phoenix, AZ
• Gilbert, AZ
• Tucson, AZ
Note: *Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production.*
