Financial Planning Sales Program, Internship

Overview

The Financial Planning Sales Program is a paid, 12-week early-career experience where studentshave an opportunity to explore thepathtobecominga Northwestern Mutual Financial Representative.

Through comprehensive training, personalized coaching, mentorship, and real client-facing experience,you'lldevelopfoundationalsales, relationship-building, and communication skills while exploring whether an entrepreneurial advisor career is right for you.

In this hands-on program,you'lllearn how financial advisors help clients navigate important financial decisionsby understanding their goals,identifyingtheir needs, and creating personalized financial plans.

You'llbuilda 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'lllearn how advisorsearntrust, 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'lllearn through experiencing anddoing, 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 impactinthe lives of others. By the end of the program,you'llhave a clearer understanding of theadvisorcareer path and the opportunity todeterminewhetherit'sthe 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.

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.

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.

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…