Tag Archive for 'Northwestern mutual'

Internship Spotlight: Kevin Hockerman, Northwestern Mutual

Company Overview:

I am currently interning at Northwestern Mutual in Menominee Falls. I work as a Financial Representative that consists of providing expert guidance and innovative solutions for the lifetime financial needs of individuals and businesses in the areas of retirement solutions and insurance services.

There are many things that I did not know that Northwestern Mutual did before I started working for the company. Northwestern Mutual conducts fact-finders with their clients to gain an insight on their personal, professional, and financial goals and dreams. This allows them to build a complete plan not only assessing the current things their clients have in place, but also helping build towards future needs. Northwestern Mutual assesses a client’s risk management, then moves to their wealth accumulation, and finally focuses on their wealth preservation and distribution as the client moves from the start of their career all the way through retirement.

Obtaining My Internship:

I obtained my internship by first gathering a list of companies that I wanted to speak with at the career fair. Northwestern Mutual was one of the main companies that I wanted to speak with because of their top 10-ranked internship program. I was initially nervous to talk them but I found them very easy to approach.

After meeting them at the career fair I sent them a thank-you email. They responded saying that they would like me to send them my resume and continued by following up and setting up a phone interview. Through the phone interview, they said they liked me as a candidate and discussed the hiring process with me. To follow-up, I had to take a personality test to see if I was a good fit with their company. Once I passed this test I had to go in for an interview. At the interview, after a few questions about myself, my potential supervisor presented me with a project. The project would give me an insight into the job opportunity. It was a questionnaire to ask my closest friends and family of what they would want out of a financial advisor. They also had me complete a project to see what kind of network I have established. The final interview included me presenting my findings from these projects. I had to show that I had a well-established network, and then present the surveys and questionnaires I had answered. From the surveys and questionnaires, I was able to understand the type of work I would be doing with Northwestern Mutual. This helped give me an insight into the internship and helped me understand that this company was a good fit for me.

What I Learned:

Through my internship at Northwestern Mutual, I have learned a lot. I have gained real world experiences that I could not have learned in class that I can apply towards any career path I choose. I have learned how to interact professionally with clients, building my overall interpersonal skills. I learned how to present myself in a professional manner, both in person and over the phone. The most important personal gain I have taken away from this internship is being able to understand how important motivation is. This internship taught me how to motivate myself and continue to be highly productive while being independent. This alone was very important to me because it helped me understand what I was capable of.

I also gained more skills through my internship. I learned a lot about the financial industry and now have a large understanding of life insurance, health insurance, and retirement planning. I also gained some insight on investments. Overall, I gained further skills in financing and understanding how to properly allocate my money.

This internship has been a very rewarding experience. I was able to work in a professional environment, and work full-time while taking on full-time responsibilities. This was a great experience to be able to have these types of responsibilities while only being an intern. All of the skills I gathered from this internship will be ones I can implement throughout my career. I highly recommend this internship as it is extremely beneficial and a very rewarding experience.

Internship Spotlight: Chad Koch, Northwestern Mutual– The Blevons Group

Chad Koch at Northwestern Mutual

From Student, to Power of 10 Intern

My name is Chad Koch, and I am a senior at UWO, and I am currently interning at Northwestern Mutual– The Blevons Group.  I obtained the internship by successfully networking during the career fair at UWO in the spring of 2011.  At first, I knew nothing about Northwestern Mutual or what they represented, but my views soon changed with one simple phone call.  During my conversation with one of the recruiters for Northwestern Mutual I gave them my résumé.  They found interest in my previous employment and gave me a call that would change the way I viewed my future from then on.

The Training Process

After going through several processes and interview sessions, I was offered the financial representative intern position which would allow me to run my own practice and connect with individuals on a more personal level.  I started my internship in May of 2011 upon going through a week long training process.  In this training process, several successful full-time representatives taught us the value of the products and services that Northwestern Mutual offer and ways to really believe in the type of work that we do.  We were also trained on how to talk about products and evaluate body language and tone of voice to determine how comfortable someone felt about our conversation.  Ultimately, we were taught how to be confident in ourselves and know that we have the ability to offer a family support in their darkest hours.

From Training to Professional

In my first couple of weeks I was nervous about starting to be in this business full-time as an intern.   My main fears were that people would not take me seriously or think that because I am a young individual I would not be as knowledgeable as someone who was older than me.   That feeling rapidly disappeared as I left my comfort zone and met with many individuals.  I would bring veteran representatives with me that taught me how to react to certain questions and also teach me how to make a person feel comfortable about where they are in life and where they want to be in the future.  It was by this practice that I was able to achieve the Power of 10, which is an intern achievement that recognizes interns that have written 10 policies in a year.

My Future with the Company

My overall experience with this company has changed my life completely.  Recently, I was offered a full-time position after graduation that will allow me to continue helping individuals for the rest of my career.  It has been a relief knowing that the work that I have put into the internship will help me as a full-time financial representative.  Using the skills that I have acquired through my education at UW Oshkosh and the training received through Northwestern Mutual, I can feel at ease knowing that I have a strong foundation that will support my career and allow me to help individuals for years to come.

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