Our Company
The name of the lake on top of which the South Building sits.
What is Lake Emily?
The four divisions that comprise Field Talent.
What is: Field Talent Acquisition & Development, Field Leader Development & Standards, Field Engagement & Inclusion, and Field Onboarding & Training.
Fill in the blanks. Our team values: Meaningful work, _______, ______, Relationships, and __________.
What is Growth, Integrity and Inner Harmony.
Approximate total size of the Field Force.
What is 23,000?
The only field role with a formal relationship with NM.
What is the Managing Partner?
NM's 2025 rank in the Fortune 500 (+/- 2 spots)
What is 109?
(107 to 111 accepted)
The number of employees in the Field Talent Department (+/- 10)?
What is 169?
The # of NEW leader development programs we've launched in the last two years.
What is 6?
Sandler, GDD Academy, MD Readiness, MD Launch, MD Dev, MD Exec Scholarship.
7 is also ok - counting LEAD
U5 and 5+ advisors earn more in total compensation (FYC, Premium, GDC) lives and new clients by doing this
What is deliver 60+ PX Plans?
The process by which we hold MPs accountable for outcomes.
What is Holistic Performance Management (HPN)?
It measures - New Rep Growth & Development, Career Advisor Productivity, Financial, Supervision, Leadership & Culture.
Name 4 members of SLT (senior leadership team).
Who are: Tim Gerend, John Roberts, Kamilah Williams-Kemp, Beth Rodenhuis, Todd Jones, Jeb Bentley, Kelly Culler, Jeff Sippel and Ray Manista.
The Field Function is responsible for growing our ____-led, _______ distribution system.
What is MP-led, exclusive distribution system?
What are two ways Field Relations could be informed of a workplace concern?
Ethics Resource Center
Field Relations PDL
Performance Team
Speakfully
The #1 predictor of new advisor success.
What is: the number of new clients in their first six months in the business.
The number of new advisors that field leaders recruited has been more than ____ the past two years.
What is 3000?
(and on pace to achieve again in 2025).
The only way Northwestern Mutual grows.
What is: Field leaders grow their offices/recruit new advisors.
There are ___ departments in the field function. Name three.
What is 6. And: Advisor Solutions, Field Finance & Rewards, Field Intelligence, Field Performance, Field Talent, Wealth & Investment Mgmt.
The average number of cases Field Relations handles in a given year.
What is 150.
The % of field growth and % of U5 premium that has come from diverse advisors over the past 10 years.
What is 100% and more than 100%?
Total number of Ds in the system (+/- 10).
What is 1580?
(1570 to 1600 accepted)
Of Tim Gerend's top four priorities, the one we most support.
What is Grow our Impact (accelerate field growth to increase new clients and risk sales).
(other priorities are grow our relevance, grow our Capability to deliver, and grow policyowner value).
Name one of the three pillars of John Robert's vision that our function is responsible for empowering the field to do in 2030.
What is:
Accelerate field growth and market impact
Deliver world-class practice solutions
Empower advisors to deliver unrivaled client outcomes.
Our team purpose statement.
What is: We equip a diversity of field leaders to maximize leadership potential, uphold standards and drive impactful growth in distribution.
What it means to be a Pathfinder
An advisor that supports their clients' financial security through a plan that integrates both risk and investment solutions.
The number of new MPs and MDs (each) we predict we need to seat by 2030.
What is 30 MPs and 165 MDs?
We need a total of 350, today we have 301