What are the responsibilities and job description for the Financial Representative Intern - Summer 2025 position at Northwestern Mutual?
Financial Representative Internship
Financial Representative Interns at Northwestern Mutual Raleigh help their clients live more and worry less through our unique approach to financial planning and insurance. Our interns, who come from varying academic backgrounds and experiences, begin to build an entrepreneurial sales practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 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 client base through prospecting and networking
- Call on potential clients and set meetings to understand their financial goals
- Prepare plans and offer useful recommendations
- Gain exposure to planning software platforms
- Get licensed with your Life and Health insurance licenses - opportunity to obtain investment licensing
- Participate in weekly coaching, training, and development meetings
- Working with advisors on financial planning aspects
As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, 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 interns have an opportunity to interview for a full-time Financial Representative role upon graduation.
Are you a fit for this internship?
- Full-time student; juniors and seniors preferred
- Entrepreneurial and 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, long term care)
- Support for SIE and Series licensing (eligibility required)
About Us
For over 165 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:
- #97 on Fortune 100 list
- Top 10 Internship for Financial Services, Vault Guide to Top Internships 2023
- 4.75 million clients and growing
- $224 billion (retail investment client assets held or managed)
- Forbes' Best Employers for Diversity (2018-2022)
- Unsurpassed financial strength
- Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2015-2022)
