A Brief Note On Northwestern Mutual And Financial Planning

On May 31, I began working for Northwestern Mutual in downtown Nashville. Northwestern Mutual is a Fortune 500 life insurance and financial planning company. Since then, my title hasn’t just been intern or college intern and I wasn’t just doing busy work or making copies for people. Northwestern Mutual treats their college interns as full time representatives with all of the daily jobs and responsibilities that full time employees handle. Northwestern gave me the title Financial Representative and sent me on my way to make a difference in peoples’ lives by giving them the opportunity to gain financial security through live insurance and financial planning. Being a Financial Representative with Northwestern Mutual has been a very†¦show more content†¦Talk about an encouraging and reassuring first day after being so scared! A typical work day during this program looks something like this: get to the office around 7:00 AM, start dialing at 9:00 AM, and then from 10:00 AM on is when meetings are set up to meet with potential clients. Every day I had to wake up and call 30-40 people and repeat my sales language over and over again to try to get them to meet with me. Of those 30-40 people per day, only about 10-15 would answer and about 3-5 would actually say yes to setting up a meeting with me. Once I met with the people who agreed to meet with me, I would complete a something called a Fact Finder on them. Basically, a Fact Finder is a booklet of questions that I ask to get to know the clients professional, personal and financial goals along with their current finances. At the end of the Fact Finder, is when you talk about what services that you offer and how those services can help that person based on the information that was talked about in the Fact Finder. Since May 31, I was able to write six lives on two couples and a young adult. That is when the rewarding part occurs. It is an indescribable feeling to know that you just covered a family and that now they are safer because of you and your hard work. This job is not about instant gratification in any way. You could meet with the same