In my first week at Northwestern Mutual, I started off a bit slow and started to pick things up on Wednesday and Thursday. My job is to create my own client base from my network and natural market, so it’s mostly emailing, texting, and calling people to gauge their interest in financial planning advice. There are certain numbers of dials and meetings that we need to hit, so I’ve been working long hours to make sure I’m putting in a full effort. This week, I plan to call people every day from 4-6 to catch them on the way home from work. Hopefully, this should lead to more meetings being scheduled.
So far, I have already learned a lot in sales and in financial planning in ways that a classroom can not accomplish. The experience of this job will translate to any work environment, as well as any social environment. Overcoming social anxieties is one of the key skills at Northwestern Mutual, and that can only be achieved through experience and rejection. I look forward to trying even harder this week to hit my numbers, now that I feel I have a stronger grasp on my purpose.