Ibis Fred survey.pdf - DISCOVERING YOUR MARKETS Market Information Survey Introduction The sole purpose of the Market Information Survey is to help you

Ibis Fred survey.pdf - DISCOVERING YOUR MARKETS Market...

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DISCOVERING YOUR MARKETS Market Information Sur ve y Introduction The sole purpose of the Market Information Survey is to help you, the candidate, understand the needs and perceptions of the general public around the financial services and planning industry, and to provide enough information to help you make an informed career decision. This is for educational purposes only. When you sit down with your contact, say: “As I mentioned on the phone, I’m giving s erious consideration to a career in the financial services industry with Northwestern Mutual. Before I make this decision, I would appreciate hearing your thoughts about the industry and what you think of me joining it.” Write down the following information: NAME OCCUP ATION TELEPHONE NO DA TE ®
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DISCOVERING YOUR MARKETS Ask the following questions and write the replies in the space provided. Financial Experience Notes 1. What has been your experience with the insurance, investment, and financial planning industry?
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  • Fall '08
  • JDBOYER
  • Financial services, Contact Information, Northwestern Mutual, Northwestern Mutual Life Insurance Company

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