Role Play Essay
...I indicated that we go above and beyond what you is expected from a financial services provider. That representatives for Northwestern Mutual’s Financial Network go above and beyond to assist clients in reaching and exceeding their financial goals. I asked her if she had a few minutes to answer a few exploratory questions before I set up our first meeting. I knew it was going to take at least three or four meetings to gain her trust and to demonstrate that our company was the right choice. Tanya did agree to address a few questions, see below: 1. How many employees do you have? 2. What are the demographics of the company’s employees? 3. Is the current plan employer-directed or participant-directed? 4. How many employees are currently enrolled in the 401(k) 5. Do you have current financial representative? 6. Who is your current plan administrator? Are you satisfied with their services? If not please explain. Tanya promised to email the answers to the above questions as soon as she had time. I asked when she would be available to mee...