SBE Internship Expo Program Spring 2022

GARRETT CARLSON ’22

MAJOR Business Administration HOMETOWN Houghton, Mich. ORGANIZATION Northwestern Mutual Stevens Point, Wis. TITLE Financial Representative

What I did: I worked as a financial representative who worked with clients to help them financially. Before I started, I attained both my life and health insurance licenses. I then went through a weeklong training with area interns. We then met with potential clients to see if there were opportunities for us to assist them in reaching their goals. All the meetings were accompanied by a senior financial advisor. I learned the process of how you work with clients in many capacities whether it was insurance, investment, or retirement planning. I’ve attained so much knowledge on financial advising and supporting individuals and couples in all walks of life and situations. What I liked: I really appreciated all the support that Northwestern has provided to me. Not only through the learning process, but also the mentorship from the senior advisors. Future Dream Job: My dream job would to be a part-time boat broker and part-time fishing charter captain in Florida.

7

INTERNSHIP EXPO - SPRING 2022

Made with FlippingBook Learn more on our blog