{"id":43658,"date":"2026-07-13T14:39:01","date_gmt":"2026-07-13T14:39:01","guid":{"rendered":"https:\/\/www.monmouth.edu\/career-development\/job\/college-financial-representative-october-spring\/"},"modified":"2026-07-24T08:21:11","modified_gmt":"2026-07-24T12:21:11","slug":"college-financial-representative-october-spring","status":"publish","type":"ch_job","link":"https:\/\/www.monmouth.edu\/career-development\/job\/college-financial-representative-october-spring\/","title":{"rendered":"College Financial Representative (October\/Spring)"},"content":{"rendered":"

Are you looking for an internship that is hands on, experience focused? Look no further…<\/strong><\/p>\n

Description<\/u><\/strong><\/p>\n

An internship with Northwestern Mutual \u2013 Greater Orlando is an experience that will significantly impact your growth as a young professional and it will empower you to take control of your financial future. It will provide an opportunity to learn more about yourself, the world of business and the profound impact of helping young individuals plan for their financial security. It will also allow you to expand your professional network and develop lifelong skills. You\u2019ll get real-world job experience as you discover a career with flexibility and rewards.<\/p>\n

Northwestern Mutual has been helping clients achieve financial security for over 160 years. This is your chance to join our team in carrying on that tradition.<\/p>\n

\u00a0<\/p>\n

Your Opportunity Begins with an Interview<\/strong><\/p>\n

Our interviews are a platform for conversation. We want to get to know you and what areas are most important to you to grow both personally and professionally.<\/p>\n

We’re looking for individuals who want to:<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Grow as a young professional<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Have an opportunity with responsibility<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Learn how profound financial planning can be in someone’s life<\/p>\n

If we agree that you can be the right one for this program, you will continue throughout the interview process to meet financial representatives that will allow you to explore the day to day of the career.<\/p>\n

\u00a0<\/p>\n

Your Internship Experience<\/strong><\/p>\n

At Northwestern Mutual \u2013 Greater Orlando, we believe the only way for students to have a successful internship is by experiencing hands-on training and mentoring as well as developing relationships with our advisors.<\/p>\n

\u00a0College financial representatives attend client meetings with senior financial representatives, so you can begin learning the roadmap to financial planning. You will also see different ways that financial advisors run their meetings and build relationship with their clients.<\/p>\n

As part of your internship, you will:<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Receive financial planning\u00a0training centered on growing your knowledge<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Develop your skills in networking and business relationships<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Be mentored and coached by our designated College Unit Captains and College Unit Directors<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Participate in speaker series, book clubs and learning opportunities<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Join in company outings and community service initiatives<\/p>\n

\u00a0<\/p>\n

College Financial Representative Role Description\u00a0<\/strong>\u00a0<\/p>\n

As a Northwestern Mutual College Financial Representative,\u00a0you will\u00a0get the opportunity to learn and master Northwestern Mutual\u2019s personalized planning process to provide financial solutions tailored to each client\u2019s needs through his or her lifetime.\u00a0You\u2019ll be part of the firm team, working side-by-side with full-time financial representatives, advisors, and professional office staff. You\u2019ll see the independent and entrepreneurial spirit that our financial representatives and advisors share, and follow the same process they do for test-driving your career in financial services. Specifically, College Financial Reps perform the same duties as full-time representatives:<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Client acquisition\u00a0<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Client case studies\u00a0<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Create and analyze personal needs analysis for clients\u00a0<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Recommend solutions to help clients achieve financial security\u00a0<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Provide on-going service to clients\u00a0<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Training and coaching from the best in the business through an award-winning training program<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Team meetings to set and track goals<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Complete state required licensing\u00a0<\/p>\n

\u00a0<\/p>\n

Training & Development\u00a0<\/strong><\/p>\n

Training\u00a0<\/u><\/p>\n

    \n
  1. \nPhase 1<\/u>: Obtain state required Life and Health licensing (sponsored and reimbursed by Northwestern Mutual), learn language, and develop a marketing plan.\u00a0<\/li>\n
  2. \nPhase 2:<\/u>\u00a05 days of formal classroom-style training facilitated by the leadership team and former College Reps where you will learn the steps of the Northwestern Mutual financial planning process and understand basic product knowledge.\u00a0<\/li>\n
  3. \nPhase 3<\/u>: Weekly development meetings with your peers and leadership team to reinforce formal training concepts, improve case consultation skills, integrate with full-time financial representatives and advisors, and learn more about Northwestern Mutual.<\/li>\n<\/ol>\n

    Development\u00a0<\/u><\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Mentorship program\u00a0<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0iLEAD \u2013 leadership development program for top interns\u00a0<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Opportunity for advanced licensing and designations (SIE, Series 6 and 63 \/ CLU, ChFC, CFP Designations)\u00a0<\/p>\n

    \u00a0<\/p>\n

    Social\u00a0<\/strong><\/p>\n

    Building professional relationships is an important component of Northwestern Mutual\u2019s internship program. Internship events are held throughout the semester and summer to bring together College Financial Representatives, the leadership team, and full-time financial representatives.\u00a0<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Acceptance celebration events each semester\u00a0<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Social and philanthropy events\u00a0<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Summer Family and Friends Night\u00a0<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Northwestern Mutual\u2019s Annual Meeting\u00a0<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Network Office Meeting Days\u00a0<\/p>\n

    \u00a0<\/p>\n

    Required Skill Set<\/u><\/strong><\/p>\n

    Our year-round internship has classes starting in\u00a0May, August, and January.\u00a0<\/p>\n

    We are currently considering Juniors and Seniors or students who have less than 18 months until graduation. Though it is not necessary, it is beneficial for candidates to have previous work or internship experience. We are looking for individuals who possess the following characteristics:<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Incredible work ethic\u00a0<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Strong academic performance and active involvement in clubs\/organizations\u00a0<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Previous work or internship experience\u00a0<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Self-motivated, driven, goal-oriented\u00a0<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Solid communication skills<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Desire to help others<\/p>\n

    \u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0U.S. Citizen or permanent work authorization\u00a0<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_ch_employer_id":"17239","_ch_external_id":"11201145","_ch_location_state":"","_ch_location_city":"","_ch_is_ocr_job":"","_ch_expiration_date":"2026-08-13","_ch_apply_link":"https:\/\/monmouth.joinhandshake.com\/jobs\/11201145\/share_preview"},"ch_stakeholder":[],"ch_class_year":[],"ch_job_category":[89],"ch_career_skill":[],"ch_industry":[52,53],"class_list":["post-43658","ch_job","type-ch_job","status-publish","hentry","ch_job_category-internships","ch_industry-business-finance-real-estate","ch_industry-communication-marketing-arts-entertainment"],"_links":{"self":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job\/43658","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job"}],"about":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/types\/ch_job"}],"wp:attachment":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/media?parent=43658"}],"wp:term":[{"taxonomy":"ch_stakeholder","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_stakeholder?post=43658"},{"taxonomy":"ch_class_year","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_class_year?post=43658"},{"taxonomy":"ch_job_category","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job_category?post=43658"},{"taxonomy":"ch_career_skill","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_career_skill?post=43658"},{"taxonomy":"ch_industry","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_industry?post=43658"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}