Financial Planning Sales Program, Internship

Financial Planning Sales Program

The Financial Planning Sales Program is a paid, 12-week early-career experience where students have an opportunity to explore the path to becoming a Northwestern Mutual Financial Representative. Through comprehensive training, personalized coaching, mentorship, and real client-facing experience, you'll develop foundational sales, relationship-building, and communication skills while exploring whether an entrepreneurial advisor career is right for you.

In this hands-on program, you'll learn how financial advisors help clients navigate important financial decisions by understanding their goals, identifying their needs, and creating personalized financial plans. You'll build a go-to-market strategy and business plan, conduct client conversations about financial planning, and help guide individuals toward insurance and wealth solutions tailored to their needs. Along the way, you'll learn how advisors earn trust, develop lasting client relationships, and recommend insurance, investment, and wealth solutions that support a client's broader financial goals.

Unlike many traditional internships, this program is built around real responsibility and practical application. You'll learn through experiencing and doing, not just observing. Our goal is to provide a depth of experience that helps you build valuable professional skills, understand what it takes to grow a business, and make a meaningful impact in the lives of others. By the end of the program, you'll have a clearer understanding of the advisor career path and the opportunity to determine whether it's the right fit for your future.

Schedule:

Flexible, designed to work around classes and other commitments Compensation:
Up to $3,000 in activity-based pay, plus commission on sales. There is no salary or hourly compensation.

What You'll Learn

Develop Career-Ready Skills Through Real

Experience:

Build communication, sales, relationship-building, and business development skills through hands-on training, coaching, mentorship, and real client interactions.

Learn How to Help Clients Plan for What Matters:
Gain exposure to Northwestern Mutual's planning approach and learn how insurance, investments, retirement planning, and other solutions can help clients achieve financial security.

Explore an Entrepreneurial Career with Clarity:
Get experience learning how business development, client relationships, accountability, and compensation contribute to long-term success.

What You'll Do

In the Financial Planning Sales Program, you'll:

• Complete training focused on financial planning, market development, prospecting, client conversations, and sales skills.
• Develop a market of potential clients through personal connections, referrals, and new relationships
• Conduct discovery conversations to better understand client goals and financial priorities
• Learn Northwestern Mutual's planning approach and how advisors develop recommendations across insurance, investments, retirement, and other financial decisions.
• Work alongside experienced financial advisors through mentorship and joint work opportunities.
• Obtain Life, Accident & Health insurance licensing and gain hands-on client experience
• Success in this role requires achieving the College Agent's Contract and required licensing requirements, completing training milestones, building your network, conducting discovery conversations, participating in client planning activities, applying coaching feedback, and engaging in business development.

How Compensation Works

Certain compensation is tied to completing program activities, including conducting financial discovery conversations and helping prepare personalized recommendations. Additional compensation takes the form of commissions from eligible sales. Here's how it works:

You can earn up to $3,000 during the program based on completing certain activities

You also have the opportunity to earn commissions from sales

There is no salary or hourly compensation

Who This Early-Career Program Is For

We're looking for students who are:

• Currently enrolled full-time in college (juniors and seniors preferred)
• Interested in financial planning, business development, entrepreneurship, or sales
• Comfortable building relationships and starting conversations with others
• Motivated by personal growth and professional development
• Able to independently manage priorities, responsibilities, and accountability
• Curious about exploring the financial advisor career through direct experience rather than observation alone

Eligible participants may be considered for a full-time financial advisor role following graduation. Participants may also be considered for another role within their local network office.

About Northwestern Mutual

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 a personalized digital experience and industry-leading products to…