Training

The North Shore Group provides tools, resources and training to help you discover and build your markets to develop a successful practice as a financial representative.

Training is provided by our Managing Directors, Field Directors and other successful Financial Representatives in our organization. You learn from those who have done the job well.

You'll receive initial industry and sales training as well as mentoring and joint work programs for hands-on experience. You'll have access to a robust development curriculum that includes on-line resources, classroom experience, peer mentoring, and one-one-mentoring.   

Fastrack Training

The goal of Fastrack is to help you develop the skills and competencies you need to become a successful financial representative.

Basics builds a foundation of knowledge in financial services.

The goal of Sales School is to establish a foundation for establishing and building enduring relationships.

Fastrack Basics prepares you to enter Fastrack Sales School by finalizing your own personalized marketing plan. You learn field-tested sales language for use with prospects and clients. You also learn finance, insurance and sales cycle concepts, Northwestern Mutual's traditions and products, as well as how to manage your activity.

Your development and training will have a strong emphasis on the risk stage of your clients' lives—success in your career rests on your ability to help your clients meet these needs. Wealth accumulation and wealth preservation and distribution build on this foundation to help you grow your career and offer opportunities to work with Network advisors and specialists.

Coaching and Mentoring

Coaching and mentoring programs available to help you be successful, include:

Daily meetings with a coach during the first two months.

Weekly programs to help you develop sound sales and business practices

Monthly peer study group to help you grow and develop your business.

Internships

As full-time college students, interns generally work 10 to 20 hours per week in semester and or full-time in the summer developing business- and client-building skills. In most ways, our interns follow the same process for establishing their careers as our Financial Representatives