Ashley A Carlson

Ashley A Carlson

Director of Training
Office 608-836-3080

 Preston Joseph Bollerud

Preston Joseph Bollerud

Director of Recruiting
Office 608-836-3080

 Kelsey J Reed

Kelsey J Reed, MBA

Campus Recruiter
Office 608-836-3080


Building a successful practice as a Northwestern Mutual financial representative requires motivation to succeed, hard work, confidence in your abilities, and knowledge of our products and services. You will gain this confidence through proper training and development; both top priorities within our agency.

You will receive fundamental industry and sales training from our top producers and managers, access to online educational resources, and take part in mentoring and joint work programs to gain hands-on experience.

Initial Training will help you build a foundation of knowledge in Northwestern Mutual’s sales techniques, with an emphasis on the art of obtaining favorable introductions and comprehensive factfinding.

  • Create your own personalized marketing plan.
  • Become familiar with field-tested sales language for use with prospects and clients.
  • You will learn about insurance, finance and sales cycle concepts; learn how to manage your activity; and Northwestern Mutual's products and traditions.
On-going Training Courses include training programs specifically designed to help reinforce the fundamentals, provide enhanced sales techniques, and integrate investments into a financial representative’s business practices.
  • Weekly training in the first year on the sales cycle competencies.
  • Established financial representatives receive focused training on specific products and marketing strategies.

Online Training which provides quality, job-related training in a timely, consistent, and convenient manner. It encompasses many types of learning events, formats and materials. It uses familiar, traditional formats such as schools and seminars, books, and videos, as well as new methods of learning that utilize technology, including online courses and exams, webcasts, and virtual classes.

Development– A variety of coaching and mentoring programs are offered, including:
  • Daily individual accountability meetings
  • Weekly and monthly study groups
  • Weekly consultation meetings to provide for sales training while working through case studies
  • Working jointly with established advisors and specialists
  • Individual mentor meetings
  • Quarterly review of your business plan goals


 Tiana Tidd

Tiana Tidd

Director of Internship Development
Office 608-836-3080


Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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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

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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