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 Northwestern Mutual St Louis

You will receive fundamental industry and sales training, access to online educational resources, and will be able to take part in mentoring and joint work programs to gain hands-on experience.

Fastrack Training System – The Fastrack Training System gives new representatives the confidence and skills needed to become successful members of the Northwestern Mutual. There are three components to the system: Basics, Sales School, and Comprehensive Ongoing Representative Education (CORE).

  • 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.
  • 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
Sales Training Northwestern Mutual St Louis
  • Fastrack CORE is a three-part follow-up training curriculum that includes three training programs: Fastrack CORE, COREplus, and VIP CORE. These programs are designed to successfully impact new representatives’ businesses and inspire them to be career representatives with Northwestern Mutual. CORE and COREplus include 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.

For more information about our training and development programs, contact us.


Rebecca Wells headshot

Rebecca Wells, CLU®
Director of Training and Development
rebecca.wells@nm.com
314-539-0837


Keon Chapman headshot

Keon Chapman
Training and Development Coordinator
keon.chapman@nm.com
314-551-7116

 
 Amanda Faye Linton

Amanda Faye Linton

Director of Recruitment and Selection
Email
Office 314-231-3931

 
 Helen H Jardine

Helen H Jardine, CLU®, ChFC®, CFP®, RICP®, CLF®

District Director
Office 314-539-0896

My Networks: LinkedIn Facebook

 
 Matthew Seth Banderman

Matthew Seth Banderman, CLF®

Financial Representative
Office 314-244-0760

My Networks: LinkedIn

 
 Michael Lim Burett Mouser

Michael Lim Burett Mouser

Managing Director
Mobile 573-777-9434
Fax 573-446-6644

 

Alicia J Ledoux


Email
Office 573-446-5511

 

Cydney Robertson


Email
Office 314-231-3931

Internships

As a financial representative intern, you'll get real-world job experience as you discover a career with flexibility and rewards.

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Looking for a supportive team atmosphere that will provide guidance and mentorship? Do you not just want an internship, but one where you can truly make an impact on others? Need one that works around your school schedule?

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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