College Financial Representative, Internship Program

Northwestern Mutual; Walnut Creek (CA); On-site; USD 1,000 - 2,000; Full time

Benefits offered by this job

Performance-based earnings

Learning incentives up to $1,000/month

Productivity bonuses

Licensing support (life, health, DI, R

Job summary

Northwestern Mutual College Financial Representative internship provides guidance, a framework for building an integrated financial planning practice, and access to a Fortune 500 company's resources. Flexible scheduling accommodates classes while you grow your client base and professional network.

You will gain hands-on experience with prospecting, business strategy, and licensing pathways, with coaching and nationwide expert support as you prepare for a full-time role after graduation.

Qualifications

• Currently enrolled as a college student and able to commit to the internship program.
• Interest in financial planning and sales.
• Ability to work around class schedule and maintain academic responsibilities.
• Strong communication and networking abilities.
• Willingness to pursue professional licensing (licensing process support provided).
• Proactive, coachable, and collaborative mindset.

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 mindset

Time management

Campus involvement

Sales interest

Financial literacy interest

Critical thinking

Job description

Overview

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!

Responsibilities

Our internship program mimics our full‑time Financial Representative career, allowing you to:

• 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

As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year‑round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation.

Qualifications

Are you a fit for this internship?

• 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

Compensation & Benefits

• Performance‑based earnings and revenue
• Learning and Development Incentives (up to $1,000/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)

Salary Range

USD $500.00 - USD $1,000.00 /Yr.