Market Information Survey
Introduction
The purpose of the Market Information Survey is solely to help the candidate understand the needs and perceptions of the general public around financial services and provide enough information about what role a financial representative would be in order for him/her to make an educated career decision. This is not for solicitation purposes. “As I mentioned on the phone, I’m giving serious consideration to a sales career in financial and insurance services with the Northwestern Mutual Financial Network. Before I make this decision, I would appreciate hearing your thoughts about the industry and what you think of me joining it.”
NAME

OCCUPATION

TELEPHONE NO

DATE

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Industry Experience
1. First, tell me about your experiences with the life insurance and financial services industry. 2. What do you think a financial representative should do for you? 3. In regards to previous contacts with financial representatives, what have they done that you have liked the most? The least? 4. Who do you primarily rely on for financial advice? How did you choose that person?

Notes

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Notes

Financial Challenges
5. What are the chief financial issues facing your (profession, industry, etc.) today? 6. What types of insurance and investment products are available to you now? How do you feel about them? 7. How often do you review your financial situation?

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