Major: Financial Counseling and Planning
Company/Organization: Northwestern Mutual
Company/Organization website: http://www.northwesternmutual.com
Destination: West Des Moines
Advisor/Coordinator Email: firstname.lastname@example.org
I was responsible for...
We went through a week of training, had to take tests for Life and Health & Disability insurance licensing, and heard from speakers in the company. Daily activities include calling prospective clients, having meetings with prospective clients alongside a full-time financial adviser, tracking our activity, and getting introduced to more qualified suspects. We went to weekly coaching meetings with out College Unit Director, and weekly Intern Development Meetings.
My greatest accomplishment was just the satisfaction of knowing that I was able to help people, including members of my family, on things that they may not have thought about like budgeting, life and disability insurance, and investing.
Self-discipline is very important in life and especially in the field of financial planning at Northwestern Mutual. We were given a lot of flexibility with scheduling, so if you don't have the motivation to go to work, then you will not be successful.
Advice for others...
Be prepared to talk to people a lot. If doing that is something you enjoy, then this would be a great internship opportunity for you.