Career Paths

LEAD Program Challenges and Rewards Financial Representatives

Through the LEAD (Leadership through Education, Achievement & Development) Program you have access to an exclusive training curriculum that will help you develop the skills needed to take your career to the next level.

The Charlotte network office LEAD program includes four levels – Pre-LEAD, LEAD I, LEAD II and the Executive LEAD program. Our program is designed to be all inclusive for all representatives – anyone may apply to join the program when they meet qualifications similar to those of the Fastrack Academy.

The LEAD program also helps fill the pipeline with future front-line leaders needed to continue Northwestern Mutual’s legacy in the Carolinas. The program has produced two managing directors, eight college unit directors and six field directors, none of whom had a management title prior to starting the program. LEAD members also have a high level of professionalism – their average age is about 27, but we already have 11 members with their CLU®, five members with their ChFC®  and four members with their CFP® designations.

Click here to learn more about the program.

Career Paths

Career development depends upon a number of factors including personal drive, commitment, capabilities, skills, and experience. Northwestern Mutual supports our financial representatives’ progress by offering areas of specialization and opportunities for leadership training. Our financial representatives are responsible for the path their careers take, and we are responsible for providing them with ample opportunities for growth.

Specialization - The opportunity to specialize in market niches such as disability income, long-term care, annuities and investments. Representatives may also choose to become financial advisors of Northwestern Mutual Investment Services, LLC or wealth management advisors of Northwestern Mutual Wealth Management Company®.

Leadership - The opportunity for career advancement through the recruitment, development and retention of fellow representatives by opening new offices, strengthening existing ones, and supplying the overall structure and support to maintain and grow the Network. A representative can maintain his/her own practice while helping other representatives build new ones. Leadership opportunities include, but are not limited to:

  • Leadership through Education, Achievement & Development Program (L.E.A.D.): Provides access to an exclusive training curriculum that will help representatives develop the skills needed to take on a leadership role within their network office.
  • College Unit Director (CUD): Leads a group of energized college interns. Read more about our top-rated internship program.
  • Field Director (FD): Assists in the recruitment and selection process in order to build a cohesive unit of productive full-time financial representatives.
  • Managing Director (MD): Takes on the unique challenge of balancing personal production and managing a district network office.
  • Managing Partner (MP): Creates a vision and is responsible for the overall success of a network office.
 Whitney R Davis

Whitney R Davis

Recruiting Coordinator
Office 704-365-2014

6235 Morrison Blvd, Charlotte, NC 28211

 Abby Grainger

Abby Grainger

Director of Selection
Office 336-725-0159

My Networks: LinkedIn

290 Charlois Blvd, Winston Salem, NC 27103

 Claire W Bray

Claire W Bray

Executive Director of Recruitment
Mobile 864-414-2253

501 E McBee Ave Greenville, SC 29601-2942

 Erin Michalewicz

Erin Michalewicz

Director of Recruitment and Development
Mobile 843-806-9359

235 Magrath Darby Blvd, Suite 120, Mount Pleasant, SC 29464

 Jennifer Marlowe

Jennifer Marlowe

Mobile 727-744-0352

My Networks: LinkedIn Facebook

4 Vanderbilt Park Dr, Suite 350, Asheville, NC 28803

 Justin Matthew Williams

Justin Matthew Williams

Office 803-254-0133
Mobile 803-381-8382

1901 Bull St, Columbia, SC 29201


Kaitlyn E Gates

Director of Campus Selection
Office 704-365-2014

6235 Morrison Blvd, Charlotte, NC 28211


Oladele M Ohonme
Office 704-365-2014

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

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