Helping people make financial decisions is a big job. What was the training at Northwestern Mutual like?
When I was in the recruiting phase, I took a personality test that helped me figure out if the position made sense for me and if I was right for the position. After that, I went through numerous interviews with current staff in Denver, Boulder and the Denver Tech Center. After I was hired and I passed my Life, Accident and Health licensing exam, I started learning about the different products and how each product brings benefit to a specific person. We did a week-long intensive training in Denver, where I took in as much information as I could. I also learned how to call people and how to network. Now that I am in the position, there is continual coaching on a weekly basis. I sit with the Director of Development and learn more about strategy and products. It is more refined training, with an individual focus. I also get to sit with my individual mentor to talk about specific cases, numbers and to get advice. This industry is constantly evolving and people have so many options, so I have to know the best way to help. I’m continually working alongside my mentors out in the field and in meetings, as they are my business partners. I am able to work with anyone in the company from the College Unit Directors to the Managing Directors. It really is a family and everyone is here to support you and help you succeed. When I am meeting with potential clients, I can choose to go alone or if it is something more complicated, I can bring in a mentor.