College Financial Representative Intern
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Job Description
About Northwestern Mutual
For over 165 years, Northwestern Mutual has been helping clients achieve financial security through comprehensive and innovative financial planning. They combine the expertise of their financial professionals with personalized digital experiences and industry-leading products to help clients navigate their financial lives successfully. Their approach includes insurance, investments, and annuities, all working together to keep clients on track. The company prides itself on its financial strength and access to the best products and services. Northwestern Mutual values an inclusive workplace where diverse viewpoints are welcomed and celebrated.
Job Description: College Financial Representative Internship
This internship program provides guidance, connection, and a framework for building an integrated financial planning practice. College Financial Representatives build a financial planning practice while engaging with experts, utilizing financial products, and receiving support from a Fortune 500 company.
Responsibilities:
• Learn how to prospect and network to build your business and client base.
• Develop and execute on a business strategy.
• Contact potential clients and schedule meetings to understand their financial goals.
• Prepare financial plans and offer recommendations.
• Gain exposure to proprietary planning software platforms.
• Participate in weekly coaching, training, and development meetings.
• Obtain Risk Product State Licensing: Life, Accident, and Health.
• Build life skills that create future career opportunities.
Key Features:
• Flexible schedule to work around classes.
• Year-round participation in the internship program.
• Support for registrations and certifications (Series 6 & 63 or CFP ®).
• Incentives such as Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions), and Productivity Bonuses.
• Local and national recognition events.
• Access to leadership programs.
• Collaboration with experts.
• Opportunity to interview for a full-time Financial Representative or Advisor role upon graduation (eligibility required).
Qualifications:
• Full-time student; juniors and seniors preferred.
• Entrepreneurial ambitions and a curiosity for sales.
• Highly involved on campus (leader, athlete, campus organizations, student government, etc.).
• Excellent time-management skills.
• Interest in financial literacy and planning tools.
• 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).
