I know some “experts” and “gurus” talk about leveraging your “power base” but don’t do it. Hello - if you’ve never heard of me before, my name is James Pollard. Life and disability insurance, annuities, and life insurance with longterm care benefits are issued by The Northwestern Mutual … Copyright © 2020 | The Advisor Coach LLC |  All Rights Reserved. One thing I wish I could tell all Northwestern Mutual financial advisors is to focus on a niche. Find Reviews Filter. If you get paid a commission from selling a product, be transparent about it. 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Northwestern Mutual financial advisors have told me that their job has helped them develop two valuable skills… The first one is the ability to have a face-to-face meeting. I don’t tell you that to brag about me. Because I have such a large following of Northwestern Mutual financial advisors, I decided to create this piece of content geared specifically for them. You pay a fee when you buy or sell your investments. The second skill is the ability to be a self-starter. Northwestern Mutual has earned the highest financial strength rating awarded to any U.S. life insurer by all the major rating agencies. Some of the advisors have told me that Northwestern sends them leads they get from the company website. The claims totaled $3,500. 344 Northwestern Mutual Financial Advisor interview questions and 311 interview reviews. 11 Awesome Client Appreciation Event Ideas for Financial Advisors. Visit PayScale to research financial advisor salaries by city, experience, skill, … Because “personal development” can’t be measured. Chen works at Northwestern Mutual Investment Services, LLC. Simply blowing off financial advisors as mere salespeople is a bit of an exaggeration. If you’re serious about growing your book of business and getting more clients, you already understand how important it is to have specific, measurable results. 29 Northwestern Mutual Financial Advisor jobs available on Indeed.com. This is often referred to as a sales load. You will lose a lot of friends, especially if they aren’t a good fit for your services. Yet, sheer financial strength isn’t the only thing making this company shine - it’s the people within. In fact, I’m telling you these things to brag about other people. Not all products and services are available in all states. 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On their website, I found a cool story about how in 1859, an ox and a passenger train collided in Wisconsin. The best financial advisors are the ones who take initiative and build their business without anyone breathing down their neck. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Yes, they get compensated by selling stuff (whether it’s a product, their time, their expertise, etc.) Life Insurance Leads - Should You Buy Them? Then, when you get there, you ask him if he’s given any thought to securing his financial future…. The firm might levy a client management fee based on a percentage of assets … Only those representatives with "Advisor… Northwestern Mutual is a member of the Financial Industry Regulatory Authority (FINRA) and approved by the Securities and Exchange Commission (SEC). 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