Interview Process
The meeting led by a GDD
What is the the 3rd meeting...market survey review (network) or What is the in depth (districts)
The percentage of policy owners that stay with Northwestern Mutual year after year
What is 97%?
The products Northwestern Mutual offers
What is life insurance, disability insurance, and annuities, as well as wealth management and investment services
The Managing Partner
Who is Jeff Reeter
The delinquent debt threshold
What is 25K
The exercise given to candidates to test drive the career
What is Market Surveys/Market Opportunity Assessment
10-3-1
What is GRANUM
10 QUALIFIED SUSPECTS will yield
3 FACT FINDERS which will yield
1 NEW CLIENT or ACCOUNT
Northwestern Mutual's Follow-Through process that will enable you to stay in touch with clients to provide valuable solutions to address their changing needs.
What is the Sales Cycle (Prospecting, Telephoning, Approach, Fact Finding, Preparation, Follow through, Closing)
A digitally-enabled, data-driven, curated curriculum (delivered at scale from the Home Office) for representatives’ first three years in the business. Facilitated learning is delivered by top experts from the home office and locally from the network office. Paired with the local support of a mentor, it is a proven path to a strong start.
What is the National Training Program or FPA
The license needed to sell life insurance in Texas
What is General Lines Life Accident & Health
The system used to input a candidate after an initial interview including your personal notes and any notes throughout the process
What is NM Talent
Owned directly by policyholders, as opposed to stock insurance companies, which are owned by shareholders.
What is a mutual insurance company
When two or more representatives/advisors work together with prospects and clients for the benefit of all involved.
What is Joint Work
The slogan used to describe Northwestern Mutual in the early years
“The Quiet Company” (“Where Actions Speak Louder Than Words)
Northwestern Mutual Broker Dealer Name
What is Northwestern Mutual Investment Services (NMIS)
The opportunity for a Recruiter to ask for referrals
What is prospecting during the interview
Access to Northwestern Mutual’s products, along with the ability to choose from other insurers’ products and an independent broker‐dealer platform, enables you to provide advice in the client’s best interests
What is exclusive distribution
It is the only platform that integrates insurance and investments, and connects to our other technologies.
What is PX Planning
Graduating seniors will test-drive the career following their final semester at college. They gain valuable exposure and knowledge as they develop into a successful career Financial Representative.
What is the Post Graduate Program
Fully Licensed before termination
What is 2 years
Surveys that allow the candidate to begin their P-300 and is given once the candidate verbally accepts
What are the Discover Your Market Surveys
Until what year did Northwestern Mutual begin offering disability insurance in addition to its core life insurance products.
1969
At the start of your career, while building your business and before policy renewals begin, make the most of the money you earn.
What is TAP & A-TAP
The First Client of Northwestern Mutual
Who is John Johnston. He was the founder and also received the company's first life insurance policy.
The amount of time spent in FPA including what is needed to graduate for both full time and post graduate
What is 3-4 days of ramp-up, 14 days of FPA, Project 300 and 25 a head/ PG:10 lives or 10 new clients