Alex J Reich

Director of Training and Development
alex.j.reich@nm.com
Office 605-361-9788
Mobile 605-380-0987


Kristin N Hoefert


kristin.hoefert@nm.com
Office 605-361-9788

My Networks: LinkedIn Facebook Twitter

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 proper 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, to managing a growing practice, to succession planning. We are with you every step of the way.

Training is provided by our Managing Directors, Field Directors and other successful Financial Representatives in our organization. You learn from those who have done the job well through mentoring and joint work programs for hands-on experience.

 


Training Magazine's Top 125

Once again, Northwestern Mutual is proud to receive recognition from Training Magazine’s Training Top 125 for our Award Winning training programs. This award is based on results of a comprehensive annual ranking of employer sponsored training and leadership development programs. This year Northwestern Mutual placed 30th, moving up 10 places from 2016 when we ranked 40th. This is the fifth consecutive year that we placed in the Top 125 and our seventh time overall.

Each Training Top 125 company is measured on quantitative (70% of total score) and qualitative (30% of total score) data. Factors influencing the ranking include:

 

  • Training tied to business objectives

  • Demonstrable results

  • Evaluation/Metrics

  • Leadership development

  • Tuition assistance

  • Training technology and infrastructure

  • Training budget and percentage of payroll

 


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: Fastrack Basics, Planning Academy, and Comprehensive Ongoing Representative Education (CORE).

 

Fastrack Basics

Fastrack Basics provides you with background and knowledge to maximize your Planning Aacdemy 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.

 

Planning Academy

Planning Academy 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

 

Comprehensive Ongoing Representative Education (CORE)

CORE is a two-part follow-up training curriculum that includes two training programs: CORE and VIP CORE. These programs are designed to successfully impact new representatives’ businesses and inspire them to be career representatives with Northwestern Mutual. CORE includes non-variable topics ranging from product training and skill building to business management. VIP CORE reinforces the knowledge and sales skills needed to get properly licensed registered representatives off to a fast start in offering variable and investment products to their prospects and clients.

 

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 two months keep you on track.
  • Weekly Activity Coaching – These weekly programs assist you in developing sound sales and business practices (after RACE).
  • Weekly and Monthly Client Builders – These weekly and monthly study groups fosters the growth and development of your business.
  • 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.
 
 Meagan Burkhart

Meagan Burkhart

Recruiter
meagan.burkhart@nm.com
Office 605-361-9788
Mobile 712-880-0447

My Networks: LinkedIn Facebook

 

Spencer Gossel


spencer.gossel@nm.com
605-791-4210

Spencer is housed in our Rapid City office and is responsible for all the recruiting in the Black Hills area.

Careers

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

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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?

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#1 in the Financial Services Industry

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

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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