JACOB SHERMAN ’24
MAJOR Finance
HOMETOWN Shawano, Wis. ORGANIZATION Northwestern Mutual Stevens Point, Wis. TITLE Financial Representative
What I did: • Connecting with prospective clients via email/phone/chat • Conducting fact finding interviews with prospects • Working with our internal team to create a plan projecting the prospects future goals as well as recommendations to help them achieve their future goals • Present the plan and recommendations to those prospects creating the urgency to help them make a decision toward achieving those goals • Prospecting and networking • Collaborating with a mentor and peers • Attending weekly personal and professional development sessions • I learned how to problem solve and handle objection What I liked: I liked that I have the flexibility to do things during the week. It’s not like your normal 9-5 if you don’t have any work left to do you can leave and if you have a lot of work you can stay as late as you want. I also liked how you are helping people. Future Dream Job: My dream job would be the head of my own company or working with professional athletes and doing their financial advising.
SCHOOL OF BUSINESS AND ECONOMICS
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