College Financial Rep Internship: Flexible Schedule & Growth

Northwestern Mutual

Charlotte (NC)

On-site

USD 500 - 1,000

Full time

14 days+
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Benefits offered by this job

Learning incentives (up to $1000/mo)
Licensing support (SIE, Series 6, 63)
Productivity bonuses

Job summary

Northwestern Mutual is seeking a College Financial Representative intern to help build a financial planning practice while working with local and nationwide experts. The program offers guidance, a flexible schedule around class work, and opportunities to interview for full-time roles after graduation.

You will learn prospecting, strategy development, client meetings, and planning tool usage, with coaching and licensing support to pursue Series 6/63, SIE, or CFP credentials.

Qualifications

  • Full-time student; juniors and seniors preferred
  • Entrepreneurial ambitions and curiosity for sales
  • Highly involved on campus (leader, athlete, campus orgs, student government, etc)
  • Excellent time-management skills
  • Interest in financial literacy and planning tools
  • Business savvy and desire to increase critical thinking abilities

Responsibilities

  • Learn how to prospect and network to build your business and client base
  • Develop and execute on a business strategy
  • Call on potential clients and set meetings to understand their financial goals
  • Prepare plans and offer useful recommendations
  • Gain exposure to proprietary planning software platforms
  • Engage in weekly coaching, training, and development meetings
  • Receive Risk Product State Licensing: Life, Accident, and Health
  • Build life skills that create future career opportunities

Skills

Entrepreneurial ambitions
Sales curiosity
Campus leadership
Time management
Financial literacy interest

Job description

Northwestern Mutual is seeking a College Financial Representative intern to help build a financial planning practice while working with local and nationwide experts. The program offers guidance, a flexible schedule around class work, and opportunities to interview for full-time roles after graduation.

You will learn prospecting, strategy development, client meetings, and planning tool usage, with coaching and licensing support to pursue Series 6/63, SIE, or CFP credentials.

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