Financial Representative Intern

3 days ago


Albany, New York, United States Northwestern Mutual Full time
Job Opportunity

As a Financial Representative Intern at Northwestern Mutual, you will play a key role in helping clients achieve financial security through comprehensive and innovative financial planning. Our unique approach combines 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.

As an intern, you will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. You will work closely with our team to:

  • Build your 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, Accident, and Health insurance license
  • Participate in weekly coaching, training, and development meetings

Our internship program is designed to provide 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. You will also have the opportunity to attend local and national recognition events, earn access to leadership programs, and collaborate with experts in our business.

Are you a fit for this internship?

  • Full-time student: sophomores, 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, DI, LTC)
  • Support for SIE, Series 6, Series 63 registrations (eligibility required)

About Us

For over 160 years, Northwestern Mutual has helped clients achieve financial security 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:

  • #90, Fortune 100 company (2021)
  • Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020
  • 4.75+ million clients and growing1
  • $224 billion2 (retail investment client assets held or managed)
  • Forbes' Best Employers for Diversity (2018-2020)
  • Unsurpassed financial strength3
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

1 As of December 31,2020

2 Combined client assets of NMIS and NMWMC as of June 30, 2021

3Among US 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 reports by each rating agency 2021. Ratings as of 7/21 (Moody's Investors Service), 5/21 (A.M. Best Company), 7/21 (Fitch Ratings) and 7/21 (S&P Global Ratings).



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