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Robert Vega, Director FAC 18 / 2304 Whitis Ave. Stop G6200 78712-1508 • 512-471-7900

Northwestern Mutual Financial Network

Spring 2011 Site Review

Position: Financial Representative
Student: Economics Senior

My schedule requires that I be in the office Tuesday, and Thursday from 8-2 and on Wednesdays from 7-9:30. My duties at Northwestern Mutual Financial Network involve selling life insurance, disability insurance, and long-term care insurance. On Wednesday’s my day begins at 7 a.m. when I begin to make my way to the office. Once I get the office by 7:30 a.m. we have an hour-long meeting in which we discuss different topics. For example, how to stay motivated or what the underwriting form means. At around 8:45 we then go over our client builders, which is our way of tracking ourselves to see if we are performing up to par. At around 9 a.m. is when we begin phoning people that we have either been introduced to or that we know directly.

On Tuesday’s and Thursday’s my day begins at 7 a.m. and I get to the office at 7:30 a.m. At this time, I begin to get organized and do all of my defensive stuff such as getting my paperwork from new clients prepared. At 9 a.m. I phone more potential clients for about an hour and then speak to other representatives until 11 a.m. At 11 a.m. we begin to leave the office to attend our meetings. Sometimes meetings are held in the office or other times they are over lunch at the client’s discretion. ??During the weekends if I go home then I can set and keep appointments there as well. The cool thing about Northwestern Mutual is that it is not location bound. So for example, even in Houston I can continue working and speaking to people. There is also an office in Houston on Westheimer Road so I can set appointments there as well.
Overall Northwestern Mutual is a great company to work for. It is one of the most admired companies as well as a top ten internship in the country.


Spring 2011 Site Review

Position: Financial Rep Intern
Student: Economics Junior

My schedule requires that I be in the office Tuesday, and Thursday from 8-2 and on Wednesdays from 7-9:30. My duties at Northwestern Mutual Financial Network involve selling life insurance, disability insurance, and long-term care insurance. On Wednesday’s my day begins at 7 a.m. when I begin to make my way to the office. Once I get the office by 7:30 a.m. we have an hour-long meeting in which we discuss different topics. For example, how to stay motivated or what the underwriting form means. At around 8:45 we then go over our client builders, which is our way of tracking ourselves to see if we are performing up to par. At around 9 a.m. is when we begin phoning people that we have either been introduced to or that we know directly.

On Tuesday’s and Thursday’s my day begins at 7 a.m. and I get to the office at 7:30 a.m. At this time, I begin to get organized and do all of my defensive stuff such as getting my paperwork from new clients prepared. At 9 a.m. I phone more potential clients for about an hour and then speak to other representatives until 11 a.m. At 11 a.m. we begin to leave the office to attend our meetings. Sometimes meetings are held in the office or other times they are over lunch at the client’s discretion.

During the weekends if I go home then I can set and keep appointments there as well. The cool thing about Northwestern Mutual is that it is not location bound. So for example, even in Houston I can continue working and speaking to people. There is also an office in Houston on Westheimer Road so I can set appointments there as well.
Overall Northwestern Mutual is a great company to work for. It is one of the most admired companies as well as a top ten internship in the country.

Fall 2009 Site Review

Position: Financial Representative Intern
Student: Economics Junior

The responsibilities of a financial representative intern are very straightforward and require that you have people-skills and a strong initiative. You become licensed as a General Lines Agent with the Texas Department of Insurance and are then qualified to make transactions relating to life, accident, health and HMO. If you find that you like the work, there are opportunities to acquire more certifications and eventually become a registered financial advisor. You are essentially growing your own business, therefore it is your responsibility to set meetings with qualified individuals getting referrals from these potential clients and eventually establishing a client base.  Your work schedule is very flexible, as you will be dividing your time between work in the office and meetings in different locations with clients. The work is commission-based with a stipend of $1,000 for a 10-week period, which is recommended to be used to fund the upfront costs of starting your business. It is all about the existing network of people that you know and knowing the techniques and strategies for marketing your services. 

“A Day in the Life” (Each day is really different, because it is up to you when you work and schedule meetings.) 

8:30 am: Check e-mails and review contact lists  

9:00 am: Make calls recording number of dialed, reached and set appointments 

10:00 am: Study up on application process, marketing techniques, product knowledge, news about the industry and company 

10:30 am: Follow-up on open cases, print illustrations 

11:30 am – 12:30 am: First (Second: to show illustrations, take application Third: policy delivery and review) meeting with potential client taking a “Factfinder” and introducing the work 
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