What are the responsibilities and job description for the Financial Representative Intern position at Northwestern Mutual?
Hiring for our Portland, Lake Oswego, and Salem, office locations.
Financial Representative Intern / College Financial Representative
Financial Representative Interns at Northwestern Mutual - Oregon & SW Washington 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.
