College Financial Rep Internship: Start Planning Career

Northwestern Mutual; Honolulu (HI); On-site; USD 500 - 1,000; Part time

Benefits offered by this job

Learning and Development Incentives (≤

Productivity Bonuses

Licensing support (SIE, Series 6/63)

Job summary

Northwestern Mutual’s College Financial Representative internship provides guidance, connection, and a framework for building an integrated financial planning practice while you study. You’ll work with local and nationwide experts, exclusive products, and the support of a Fortune 500 company.

The program mirrors the full-time role: prospecting, networking, client meetings, and creating plans using planning software.

Qualifications

• Currently enrolled full-time student; juniors or seniors preferred.
• Entrepreneurial attitude with interest in sales.
• Active campus involvement and strong time management.
• Interest in financial literacy and planning tools.
• Willingness to pursue licensing (SIE, Series 6/63) after eligibility.

Responsibilities

• Learn prospecting and networking to build client base.
• Develop and execute a business strategy.
• Call on potential clients and set meetings.
• Prepare financial plans and recommendations.
• Gain exposure to planning software platforms.
• Receive weekly coaching and development meetings.
• Pursue licensing opportunities (Life, Health, DI, LTC).

Skills

Prospecting

Networking

Business strategy

Client meetings

Needs analysis

Planning software

Licensing readiness

Time management

Entrepreneurial mindset

Tools

Planning software

Job description

Northwestern Mutual’s College Financial Representative internship provides guidance, connection, and a framework for building an integrated financial planning practice while you study. You’ll work with local and nationwide experts, exclusive products, and the support of a Fortune 500 company.

The program mirrors the full-time role: prospecting, networking, client meetings, and creating plans using planning software.