Understand what you're signing up for... - Financial Representative Northwestern Mutual Employee Review

3.0
Apr 10, 2020
Recommend
CEO approval
Business Outlook

Pros

I've been at Northwestern Mutual for almost 5 years so feel like I have a good understanding... Northwestern Mutual is a successful, large, and profitable company that has amazing resources and training. I have really appreciated my time here and learned a ton, but I definitely wish I better understood what I signed up for when I chose to become a financial representative (see Cons). The leadership is great and I felt they truly care. The training is solid and the amount of resources and training NM provides is outstanding. In the role you get client facing experience right away which is good and NM will pay or reimburse for any/all certifications and training. Although you have to work your butt off to succeed, you DO have a lot of flexibility with your schedule as you are basically running your own business.

Cons

I was a in the Financial rep/advisor role for 4 years (so I didn't just fail out after one year and I'm complaining now).. When you accept a role as a financial rep/advisor, you are agreeing to become a business owner. You MUST remember that. To be a successful business owner, you must be profitable! The way to be profitable in this role (and still do the right thing for the client) is to be working with high net worth individuals / high income earners / established families. Your market matters SO MUCH. If you move laterally in mid/low levels of income (even if you are generating A LOT of new clientele), you WILL fail out. It's just math... and unfortunately so many people buy into the "Granum" system of just doing an insane activity and getting referrals to everyone with a pulse, they forget how they actually make money. Granted, a lot of activity does matter, but you make money by doing transactions with those who can actually afford to do larger amounts of planning. The model of NM is very old school. The "Granum" activity model is pushed as if there is no way you can possibly fail if you do Granum. The issue is that model was specifically for selling one product - Life Insurance. Nowadays, a financial rep/advisor at NM is expected to do FULL PLANNING - insurance, investments, retirement, etc. Which although is a good shift for the company, without a background in financial planning it is simply TOO MUCH INFORMATION for any brand new person to comprehend in just a few months. I don't think they have acknowledged that really... AND the amount of extra work you have to do that you get paid very little on (brokerage accounts, Roth IRAs, etc.)... it's so time consuming! Again - If you do not see high income earners and established families, you simply won't make money. I can't stress that enough. You CAN make a lot of money in this role and have a ton of flexibility in your career. I see it around me. With that said, the industry is changing and NM is slow to adapt. The success rate to even make it past your first 2 years is less than 20% .. and making it to your 4 or 5 year mark is like 10%.. and actually making it past that and MAKING MONEY (because many make it to 4 or 5 years but are broke / in debt), is probably 5% or less. Understand what you're signing up for... if you have a great market, or are willing to focus on creating a great market, AND you put in the activity, you can have success. With that said, I would not recommend this to any friends or family because of the extremely high likelihood of failure and losing money.

Explore other reviews about Northwestern Mutual

5.0
Jun 12, 2026
Recommend
CEO approval
Business Outlook

Pros

- flexible schedule - ambitious work environment - fast paced

Cons

- commission based - large learning curve

5.0
Jun 2, 2026
Recommend
CEO approval
Business Outlook

Pros

If you desire independence, income, and impact, this is the place for you. You will grow more than you have ever grown. You will help others and put their needs above yours. You will build a purposeful life by design. You will have a world class development team and support systems for you to succeed. You will have enterprise value in what you are building. It is YOUR business. You will be able to sell it one day or pass it down to a successor. You will create passive income for yourself. You will have the ability to be with your children in the morning and family time at night and on the weekends.

Cons

You have to build your own book of business. That is not easy. If anything is worth having in this life, it will be hard. To get in shape is hard, to create financial freedom is hard, to build a business is hard. Living a life without purpose or meaning is also hard. Choose your hard. The worst thing that happens in this busienss is someone telling you no. Compared to the men and women fighting for our country abroad or patrolling the streets, laborers working outside in the heat, getting told no while in a fancy office, dressed nice, and in the AC, its not that bad. I'll take that environment any day. If you don't mind being told no from time to time, then you will be fine. You can build an amazing life for yourself.

See reviews by: Helpful|Rating|Date|All