Financial Representative Intern / College Financial Representative

Financial Representative Intern / College Financial Representative 

Financial Representative Interns at Northwestern Mutual San Diego help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing 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 change people’s lives by helping them achieve financial freedom. Here, hard work pays off! 

Our internship program mimics our full-time Financial Representative role, allowing you to: 

Build your own Book of Business (Client Base) through prospecting and networking. 

Call on potential clients and set meetings to understand their financial goals. 

Prepare plans and offer useful recommendations to clients. 

Gain exposure to cutting edge planning software platforms. 

Get licensed with your Life, Accident, and Health insurance license.  

Participate in weekly coaching, training, and development meetings. 

As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our option for a year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6, 7 & 63 or CFP®. You will 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 company culture to ensure that you experience personal and professional growth in this program. Eligible interns will have an opportunity to interview and fast-track their career as a full-time Financial Representative role upon graduation. 

Are you a fit for this internship? 

Full-time student: juniors and seniors preferred. 

Entrepreneurial mindset. 

Carry a curiosity for sales. 

Highly involved on campus (leader, campus orgs, student government, etc.) 

Excellent time-management skills. 

Interest in financial literacy and planning tools. 

Business savvy. 

Compensation & Benefits 

Commissions 

Development Stipends 

Productivity Bonuses 

Support for insurance licensing (Life & Health, DI, LTC) 

Support for SIE, Series 6, Series 63 registrations (eligibility required) 

About Northwestern Mutual  

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. 

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. 

Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes! 

Why join Northwestern Mutual: 

Unsurpassed Financial Strength – Total Company Assets of $366 Billion 

Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020 

5.1 million Clients and Growing 

$309 Billion in Wealth Management Retail Investment of Client Assets or Managed  

Top 5 U.S Independent Broker-Dealer – Measured by 2023 revenue 

Largest Provider of Individual Life Insurance in the U.S. 

Nationally recognized for Social Responsibility, Quality of Management, Financial Soundness and Quality of Products and Services. 

Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of 08/24 (Moody’s Investors Service), 08/23 (A.M. Best Company), 07/24 (Fitch Ratings), 04/24 (S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. Loyalty is based on Northwestern Mutual client data as of June 30, 2024. 

5 Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.  Combined client assets of Northwestern Mutual Investment Services, LLC (NMIS) and Northwestern Mutual Wealth Management Company (NMWMC) as of June 30, 2024. The advisory programs offered by NMWMC are in conjunction with brokerage services from NMWMC’s affiliate, NMIS. NMIS is a wholly owned subsidiary of Northwestern Mutual. Latest U.S. rank as of 2023 based on direct premiums written. Source: S&P Capital IQ Pro. Prepared and calculated by Northwestern Mutual.  Decisions with respect to the determination and allocation of divisible surplus are left to the discretion and sound business judgment of the company’s Board of Trustees. There is no guaranteed specific method or formula for the determination or allocation of divisible surplus. Accordingly, the company’s approach is subject to change. Neither the existence nor the amount of a dividend is guaranteed on any policy in any given policy year. Expected 2024 total dividend payout. To determine its 2024 World’s Most Admired Companies® rankings in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 

Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.