Evan Scott

Evan Scott

Director of New Financial Representative Development
evan.scott@nm.com
Office 503-223-7335


Michael Jaquith

Executive Director of Recruitment
mike.jaquith@nm.com
Office 503-223-7335

Training

Building a successful practice as a Northwestern Mutual financial representative requires motivation to succeed, hard work, and confidence in your abilities and knowledge of our products and services. You will gain this confidence through hands-on training and development; both top priorities within our group. Our strategic development plan incorporates best practices that will guide you through each stage of your career – from establishing your initial business plan, profitable sales behaviors, to managing a growing practice, and into planning as an advisor. At Northwestern Mutual we have a team in place to help you develop in your first five years. Consisting of a Director and/or Mentor, Business Coach and a three person Development team. We are there with you every step of the way. 

You will receive fundamental industry and sales training around both products and client interaction, access to online educational resources, and will be able to take part in mentoring and joint work programs to gain hands-on experience with any veteran in the agency.

 

Fastrack Training System – The Fastrack Training System gives new representatives the confidence and skills needed to become successful members of the Northwestern Mutual Financial Network. There are three components to the system: Basics, Sales School, and Variable Investment Products (VIP) 

  • Fastrack Basics provides you with background and knowledge to maximize your Fastrack Sales School experience and get you off to a fast start in the business. You will finalize your own personalized marketing plan and become familiar with field-tested sales language for use with prospects and clients. You will learn about insurance, finance, and sales cycle concepts; how to manage your activity; and Northwestern Mutual’s products and traditions.

    Your training will have a strong emphasis on the risk management stage of your clients’ lives – success in your career rests on your ability to help your clients meet these basic financial protection needs. Wealth accumulation, preservation, and distribution build on this foundation to help you grow your business and offers opportunities to work with network advisors and specialists. 

  • Fastrack Sales School will help you build a foundation of knowledge in Northwestern Mutual’s sales techniques, with an emphasis on the art of obtaining favorable introductions and comprehensive factfinding. At the end of training you will understand how to:
    • Prepare for prospecting, handle objections and effectively build relationships
    • Ask probing and challenging questions to uncover a prospective client’s needs
    • Identify and understand a prospect’s needs to help create unique solutions
    • Convey your conviction for our business and our needs-analysis process

At the end of sales school you will graduate and join a team of financial representatives and be assigned a Director and/or Mentor. You will continue to receive weekly coaching with this team for up to five years.

  • Fastrack VIP is a five session follow-up training curriculum that is available to representatives that have recently received their securities license and are ready to be Financial Advisors. This training reinforces the knowledge, planning and sales skills needed to get licensed representatives off to a fast start. VIP groups the concepts and training related to variable and investment products and services into a concentrated investment institute. The curriculum is taught by our agency’s product specialist with years of experience.

The Learning Network – Access to our online Learning Network provides quality, job-related training in a timely, consistent, and convenient manner. It encompasses many types of learning events, formats and materials. It uses familiar, traditional formats such as schools and seminars, books, CDs and DVDs, as well as new methods of learning that utilize technology, including online courses and exams, webcasts, and virtual classes.

 

Coaching and Mentoring – A variety of coaching and mentoring programs are also offered, including:

  • Record Activity Compared to Expectation Program (RACE) – These daily meetings with a coach during your first three to six months to keep your activity in-line with your goals.
  • Weekly Business Coaching – These weekly programs assist you in developing sound sales and business practices with your Mentor or Director, in addition to RACE.
  • Monthly Client Builders – These monthly study groups foster the growth and development of your business. These sessions include case studies, group accountability and product updates.

Internships – As full-time college students, interns generally work 15 to 20 hours per week developing business and client-building skills. In many respects, our interns follow the same process for establishing their careers as our full-time financial representatives.

 

We take pride in our training programs. We have specialized initial trainings for Interns, Recent Graduates and Career Changers. Northwestern Mutual ranks 11th in the nation’s top 125 training programs according to Training Magazine’s 2015 article.  

 

 

Natalie Christine Brandon

Internship Director
natalie.brandon@nm.com
Office 503-223-7335

Careers

Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

Learn More arrow

Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

Take The First Steplearn more arrow

#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 21 Straight Years

- Vault Guide to Internships, 2017 edition

50 year anniversary banner
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck