Financial Representative Intern
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Job Description
About Company
Northwestern Mutual is a financial services company with over 165 years of experience in helping clients achieve financial security through comprehensive and innovative financial planning. The company combines the expertise of its financial professionals with personalized digital experiences and industry-leading products.
Their tailored approach integrates multiple financial strategies, including insurance, investments, and annuities, designed to work together and help clients consistently meet their financial goals. Northwestern Mutual emphasizes its unmatched financial strength and access to a wide range of products and services for its clients.
The company values its Financial Representatives as partners and proud business owners, fostering an inclusive environment that embraces diverse viewpoints.
Key facts about Northwestern Mutual:
• Ranked #90 on the Fortune 100 company list in 2021.
• Recognized as a Top 5 Internship for Financial Services by Vault Guide to Top Internships 2020.
• Serves over 4.75 million clients and growing.
• Manages or holds $224 billion in retail investment client assets.
• Listed among Forbes’ Best Employers for Diversity from 2018-2020.
• Boasts unsurpassed financial strength.
Job Description, Detailed
This is for an upcoming Fall Internship Program beginning January 2026 for the role of a Financial Representative Intern. The internship program closely mirrors the responsibilities of a full-time Financial Representative.
Core Responsibilities:
• Build a client base through prospecting and networking activities.
• Initiate contact with potential clients and schedule meetings to understand their financial objectives.
• Prepare financial plans and provide relevant recommendations.
Learning & Development Opportunities:
• Gain exposure to various financial planning software platforms.
• Obtain your Life, Accident, and Health insurance license.
• Participate in weekly coaching, training, and development meetings.
• Support for obtaining Life Insurance, SIE, Series 6, and Series 63 licenses (eligibility required).
• Professional development assistance.
Schedule & Flexibility:
• Offers a flexible schedule designed to accommodate the intern’s academic commitments and personal life.
• Standard schedule is Monday to Friday, day shift.
• The company will work with your school and current job schedule.
Career Progression:
• Eligible interns who show interest have the opportunity to interview for a full-time Financial Representative role upon graduation.
Ideal Candidate Profile:
• Possesses an entrepreneurial spirit and curiosity for sales.
• Highly involved in campus activities (e.g., leadership roles, campus organizations, student government).
• Demonstrates excellent time-management skills.
• Shows a strong interest in financial literacy and planning tools.
• Exhibits business savvy.
Compensation & Benefits:
• Pay: Ranges from $1,000.00 to $5,000.00 per month.
• Compensation Structure: Primarily commission pay from products and services.
• Bonuses: Includes weekly incentives of up to $250 and productivity bonuses.
• Licensing Support: Full support for insurance licensing costs.
• Additional Benefits:
• Referral program.
• Bonus opportunities.
Location & Work Environment:
• Work Location: Hybrid model (combination of in-office and remote work).
• Relocation Requirement: Must be located in or around Reno, NV, for at least two years.
Job Type: Internship
