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Kristin Burke

Senior Director of Training and Development

Building a successful practice as a Northwestern Mutual financial representative requires motivation to succeed, hard work, 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. 

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.

The Accelerated Launch Program - The Accelerated Launch Program gives new representatives the confidence and skills needed to become successful members of Northwestern Mutual. There are three components to the system: Foundational Planning Academy, Mastery Sessions and Reconnect Workshops.

  • Foundational Planning Academy will help you build a foundation of knowledge in Northwestern Mutual’s sales cycle and planning philosophy, 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
  • Mastery Sessions are designed to give new representatives the skill set and tools to effectively move potential clients through the sales cycle. Topics range from product training and skill building to business management.
  • Reconnect Workshops deliver just in time learning that builds on the skills and concepts from Foundational Planning Academy.  These Workshops are held 45, 90, 180, 270, and 365 days after Foundational Planning Academy.
  • The Learning Network and E3– Access to our online Learning Network provides quality 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 12 months keeps you on track.
    • Weekly Business Coaching – This weekly coaching assists you in developing sound sales and business practices during your second year (after RACE).
    • Weekly and Monthly Client Builders – These weekly and monthly study groups fosters the growth and development of your business.
    • Mentor Meetings- These weekly meetings with your mentor/Director provide case consultation and sales language review.
    • 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.
 Elise T Diaz

Elise T Diaz

Director of Development
Office 949-622-7200

My Networks: LinkedIn

 Rebecca A Itzen

Rebecca A Itzen

Director of Development
Mobile 949-622-7254

My Networks: LinkedIn

(949) 622-7254

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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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

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