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.
 
 John Haywood Dunn

John Haywood Dunn

Chief Development Officer
Office 704-365-2014

My Networks: LinkedIn

6235 Morrison Blvd, Charlotte, NC 28211

 
 Whitney R Davis

Whitney R Davis

Recruiting Coordinator
whitney.davis@nm.com
Office 704-365-2014

6235 Morrison Blvd, Charlotte, NC 28211

 
 Brooke M Crichton

Brooke M Crichton

Director of Selection
brooke.crichton@nm.com
Office 336-725-0159

290 Charlois Blvd, Winston Salem, NC 27103

 

Caroline Trawick

Director of Recruitment and Selection
caroline.trawick@nm.com
Office 704-365-2014

 
 Claire W Bray

Claire W Bray

Director of Talent Acquisition
claire.bray@nm.com
Office 864-232-2881

501 E McBee Ave Greenville, SC 29601-2942

 
 Kat K Leitner

Kat K Leitner

Director of Recruitment and Development
kat.leitner@nm.com
Office 843-579-0018

My Networks: LinkedIn

40 Calhoun St. Ste 240, Charleston, SC 29401

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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Top Ten Internship for 21 Straight Years

- Vault Guide to Internships, 2017 edition

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