NICHOLAS AUNER ’28
MAJOR Business Administration HOMETOWN
Schofield, Wis. ORGANIZATION
Northwestern Mutual Stevens Point, Wis. TITLE College Financial Representative
What I did: Completed NM’s pre-training licensing requirements, studying for and passing the Wisconsin state Life exam and the Wisconsin state Accident & Health exam. Attended structured onboarding and training sessions covering NM’s sales methodology and their product lines. Researched and compiled targeted prospecting lists by industry and business size to identify qualified small-business leads. Developed an Excel- based dashboard to track outreach activity and prospect status. Conducted daily cold calls and outreach to small-business owners to schedule introductory meetings. Prepared call scripts and outreach messaging for phone and written communication. Shadowed client meetings and financial planning discussions led by my mentor to observe the sales and planning process firsthand. Tracked weekly prospecting metrics and activity goals against licensing and client-acquisition milestones, consistent with the activity-based system used across all NM district offices. Met regularly with mentor Cale Jakusz, for coaching on prospecting technique and professional development. Maintained accurate, up-to-date records of client and prospect interactions in compliance with company standards. What I liked: I loved the freedom to learn and grow within ourselves. We had the ability to open our own book and start our own business, which is very cool as a sophomore in college. The planning process is also awesome, the ability to find gaps in peoples financial picture and help them to achieve their goals and dreams is a very fulfilling feeling. Future Dream Job: My future dream job would be a private wealth manager at a major firm, preferably fortune 500.
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INTERNSHIP EXPO - SUMMER 2026
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